VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,747,554 | -1.4% | 16,914 | +1.2% | 0.24% | +3.1% |
| Q2 2023 | $1,772,854 | -1.5% | 16,714 | -2.1% | 0.23% | -2.6% |
| Q1 2023 | $1,800,569 | +100378.2% | 17,067 | +3.1% | 0.24% | -2.9% |
| Q4 2022 | $1,792 | -99.8% | 16,561 | +41.4% | 0.24% | +50.3% |
| Q3 2022 | $1,111,000 | +26.8% | 11,713 | +36.0% | 0.16% | +34.2% |
| Q2 2022 | $876,000 | -11.1% | 8,613 | -1.8% | 0.12% | +5.3% |
| Q1 2022 | $985,000 | -2.4% | 8,775 | -2.5% | 0.11% | +9.6% |
| Q4 2021 | $1,009,000 | +8.5% | 9,000 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $930,000 | -2.4% | 9,000 | -1.0% | 0.10% | 0.0% |
| Q2 2021 | $953,000 | +3.9% | 9,095 | +0.3% | 0.10% | 0.0% |
| Q1 2021 | $917,000 | +4.6% | 9,068 | -5.4% | 0.10% | +1.0% |
| Q4 2020 | $877,000 | +12.4% | 9,581 | -0.6% | 0.10% | +1.0% |
| Q3 2020 | $780,000 | +1.7% | 9,641 | -1.0% | 0.10% | -6.4% |
| Q2 2020 | $767,000 | +14.8% | 9,738 | +3.2% | 0.11% | -1.8% |
| Q1 2020 | $668,000 | -28.3% | 9,438 | -5.1% | 0.11% | -6.7% |
| Q4 2019 | $932,000 | -3.6% | 9,950 | -8.7% | 0.12% | -9.2% |
| Q3 2019 | $967,000 | -5.2% | 10,903 | -6.6% | 0.13% | -6.4% |
| Q2 2019 | $1,020,000 | +7.4% | 11,678 | +5.3% | 0.14% | +2.9% |
| Q1 2019 | $950,000 | +9.7% | 11,094 | -0.1% | 0.14% | -2.9% |
| Q4 2018 | $866,000 | -14.9% | 11,107 | -5.0% | 0.14% | -1.4% |
| Q3 2018 | $1,018,000 | -1.5% | 11,693 | -6.0% | 0.14% | -4.7% |
| Q2 2018 | $1,033,000 | +0.7% | 12,433 | 0.0% | 0.15% | +0.7% |
| Q1 2018 | $1,026,000 | -2.6% | 12,433 | +1.1% | 0.15% | +2.1% |
| Q4 2017 | $1,053,000 | +23.9% | 12,302 | +17.3% | 0.14% | +16.9% |
| Q3 2017 | $850,000 | +3.0% | 10,485 | -0.7% | 0.12% | +1.6% |
| Q2 2017 | $825,000 | +5.8% | 10,560 | +5.1% | 0.12% | +3.4% |
| Q1 2017 | $780,000 | +0.4% | 10,044 | -2.0% | 0.12% | +3.5% |
| Q4 2016 | $777,000 | +34.7% | 10,254 | +28.4% | 0.11% | +35.7% |
| Q3 2016 | $577,000 | +12.3% | 7,988 | +11.1% | 0.08% | +12.0% |
| Q2 2016 | $514,000 | +46.4% | 7,188 | +41.4% | 0.08% | +36.4% |
| Q1 2016 | $351,000 | – | 5,084 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 10,184,502 | $1,071,831,324 | 47.14% |
| Operose Advisors LLC | 554,331 | $58,797,879 | 26.65% |
| Kinsale Capital Group, Inc. | 360,560 | $38,244,583 | 23.14% |
| Benchmark Wealth Management, LLC | 261,981 | $27,788,371 | 16.77% |
| Montis Financial, LLC | 218,271 | $23,152,009 | 15.26% |
| MARINO, STRAM & ASSOCIATES LLC | 496,774 | $52,696,910 | 14.92% |
| ACT WEALTH MANAGEMENT, LLC | 241,879 | $25,656,123 | 14.44% |
| Coco Enterprises, LLC | 172,358 | $18,282,037 | 13.87% |
| CVS HEALTH Corp | 252,032 | $26,733,034 | 13.83% |
| Highland Financial Advisors, LLC | 228,330 | $24,219 | 12.48% |