VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,870 | -26.4% | 37,456 | -24.5% | 0.19% | -23.5% |
| Q2 2023 | $5,261 | -1.1% | 49,602 | -1.6% | 0.25% | -5.6% |
| Q1 2023 | $5,318 | +0.5% | 50,407 | +3.1% | 0.27% | -8.6% |
| Q4 2022 | $5,292 | -99.8% | 48,909 | +46.7% | 0.29% | +63.5% |
| Q3 2022 | $3,163,000 | -5.6% | 33,336 | +1.2% | 0.18% | -2.2% |
| Q2 2022 | $3,351,000 | +4.3% | 32,952 | +15.2% | 0.18% | +23.8% |
| Q1 2022 | $3,212,000 | +199.9% | 28,616 | +199.4% | 0.15% | +219.6% |
| Q4 2021 | $1,071,000 | +8.0% | 9,557 | -0.4% | 0.05% | -2.1% |
| Q3 2021 | $992,000 | -33.9% | 9,595 | -33.0% | 0.05% | -33.8% |
| Q2 2021 | $1,501,000 | +81.9% | 14,325 | +75.6% | 0.07% | +54.3% |
| Q1 2021 | $825,000 | +77.0% | 8,160 | +60.3% | 0.05% | +12.2% |
| Q4 2020 | $466,000 | +105.3% | 5,089 | +81.2% | 0.04% | +86.4% |
| Q3 2020 | $227,000 | -15.0% | 2,808 | -17.1% | 0.02% | -12.0% |
| Q2 2020 | $267,000 | -3.3% | 3,389 | -13.2% | 0.02% | -24.2% |
| Q1 2020 | $276,000 | -24.6% | 3,906 | +0.1% | 0.03% | 0.0% |
| Q4 2019 | $366,000 | +78.5% | 3,902 | +62.7% | 0.03% | +32.0% |
| Q4 2017 | $205,000 | – | 2,398 | – | 0.02% | – |
Download | ||||||
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% |