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 | $1,479,849 | -9.7% | 14,323 | -7.3% | 0.05% | -5.5% |
| Q2 2023 | $1,638,671 | +11.8% | 15,449 | +11.2% | 0.06% | +1.9% |
| Q1 2023 | $1,465,184 | -3.3% | 13,888 | -0.8% | 0.05% | -10.0% |
| Q4 2022 | $1,515,152 | +15.9% | 14,002 | +1.7% | 0.06% | +7.1% |
| Q3 2022 | $1,307,000 | -6.6% | 13,774 | +0.2% | 0.06% | -3.4% |
| Q2 2022 | $1,399,000 | -9.4% | 13,752 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $1,544,000 | +0.1% | 13,752 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $1,542,000 | +8.5% | 13,752 | 0.0% | 0.06% | -3.4% |
| Q3 2021 | $1,421,000 | -1.4% | 13,752 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $1,441,000 | -28.9% | 13,752 | -31.4% | 0.06% | -34.1% |
| Q1 2021 | $2,027,000 | +4.2% | 20,052 | -5.6% | 0.09% | -6.2% |
| Q4 2020 | $1,945,000 | +13.7% | 21,252 | +0.6% | 0.10% | -2.0% |
| Q3 2020 | $1,710,000 | +2.7% | 21,132 | 0.0% | 0.10% | -5.7% |
| Q2 2020 | $1,665,000 | +11.4% | 21,132 | 0.0% | 0.10% | -8.7% |
| Q1 2020 | $1,495,000 | -24.5% | 21,132 | 0.0% | 0.12% | -8.7% |
| Q4 2019 | $1,980,000 | +10.8% | 21,132 | +4.9% | 0.13% | +0.8% |
| Q3 2019 | $1,787,000 | +1.5% | 20,138 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $1,760,000 | +2.0% | 20,138 | 0.0% | 0.12% | -1.6% |
| Q1 2019 | $1,725,000 | +9.8% | 20,138 | 0.0% | 0.13% | -2.3% |
| Q4 2018 | $1,571,000 | -10.4% | 20,138 | 0.0% | 0.13% | +1.6% |
| Q3 2018 | $1,754,000 | +3.1% | 20,138 | -1.7% | 0.13% | -3.8% |
| Q2 2018 | $1,702,000 | +0.7% | 20,488 | 0.0% | 0.13% | -3.6% |
| Q1 2018 | $1,690,000 | -3.6% | 20,488 | 0.0% | 0.14% | -8.0% |
| Q4 2017 | $1,754,000 | +5.6% | 20,488 | 0.0% | 0.15% | -2.6% |
| Q3 2017 | $1,661,000 | +3.7% | 20,488 | 0.0% | 0.15% | -0.6% |
| Q2 2017 | $1,601,000 | +0.6% | 20,488 | 0.0% | 0.16% | -2.5% |
| Q1 2017 | $1,591,000 | +2.5% | 20,488 | 0.0% | 0.16% | -3.6% |
| Q4 2016 | $1,552,000 | +4.1% | 20,488 | -0.9% | 0.16% | -2.4% |
| Q3 2016 | $1,491,000 | -2.5% | 20,675 | -3.5% | 0.17% | -3.4% |
| Q2 2016 | $1,530,000 | +4.9% | 21,420 | +1.4% | 0.18% | +2.9% |
| Q1 2016 | $1,458,000 | +3.4% | 21,125 | 0.0% | 0.17% | +3.0% |
| Q4 2015 | $1,410,000 | +5.7% | 21,125 | -0.8% | 0.16% | +1.2% |
| Q3 2015 | $1,334,000 | -7.0% | 21,298 | 0.0% | 0.16% | +2.5% |
| Q2 2015 | $1,434,000 | -1.4% | 21,298 | 0.0% | 0.16% | -1.2% |
| Q1 2015 | $1,454,000 | -37.1% | 21,298 | -36.7% | 0.16% | -37.8% |
| Q4 2014 | $2,313,000 | +3.5% | 33,641 | 0.0% | 0.26% | +0.8% |
| Q3 2014 | $2,234,000 | +0.1% | 33,641 | 0.0% | 0.26% | +2.8% |
| Q2 2014 | $2,231,000 | +12.6% | 33,641 | +7.2% | 0.25% | +7.8% |
| Q1 2014 | $1,981,000 | +1.3% | 31,385 | 0.0% | 0.23% | -1.7% |
| Q4 2013 | $1,956,000 | +8.4% | 31,385 | 0.0% | 0.24% | -2.5% |
| Q3 2013 | $1,804,000 | +2.0% | 31,385 | 0.0% | 0.24% | -5.1% |
| Q2 2013 | $1,769,000 | – | 31,385 | – | 0.26% | – |
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% |