VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $509,762 | -20.4% | 4,298 | -18.8% | 0.04% | -21.8% |
| Q1 2024 | $640,581 | -20.8% | 5,294 | -26.9% | 0.06% | -20.3% |
| Q4 2023 | $808,553 | -7.8% | 7,243 | -14.7% | 0.07% | -15.9% |
| Q3 2023 | $877,085 | -11.4% | 8,489 | -9.0% | 0.08% | -8.9% |
| Q2 2023 | $989,517 | +0.1% | 9,329 | -0.5% | 0.09% | -5.3% |
| Q1 2023 | $988,754 | -10.4% | 9,372 | -8.1% | 0.10% | -15.2% |
| Q4 2022 | $1,103,874 | +6.0% | 10,201 | -7.0% | 0.11% | -3.4% |
| Q3 2022 | $1,041,000 | -8.1% | 10,968 | -1.5% | 0.12% | -4.1% |
| Q2 2022 | $1,133,000 | -12.3% | 11,136 | -3.2% | 0.12% | -0.8% |
| Q1 2022 | $1,292,000 | -0.8% | 11,509 | -0.9% | 0.12% | +3.4% |
| Q4 2021 | $1,303,000 | -24.2% | 11,619 | -30.1% | 0.12% | -30.6% |
| Q3 2021 | $1,718,000 | -13.9% | 16,624 | -12.7% | 0.17% | -16.7% |
| Q2 2021 | $1,995,000 | +6.2% | 19,041 | +2.5% | 0.20% | +1.0% |
| Q1 2021 | $1,878,000 | -13.5% | 18,576 | -21.7% | 0.20% | -19.5% |
| Q4 2020 | $2,171,000 | +10.4% | 23,727 | -2.3% | 0.25% | -4.6% |
| Q3 2020 | $1,966,000 | +1.6% | 24,295 | -1.1% | 0.26% | -5.4% |
| Q2 2020 | $1,935,000 | +2.4% | 24,562 | -8.0% | 0.28% | -12.3% |
| Q1 2020 | $1,889,000 | -26.4% | 26,695 | -2.5% | 0.32% | +0.3% |
| Q4 2019 | $2,565,000 | +6.9% | 27,370 | +1.2% | 0.32% | -0.6% |
| Q3 2019 | $2,400,000 | -7.0% | 27,049 | -8.4% | 0.32% | -8.1% |
| Q2 2019 | $2,581,000 | +2.1% | 29,538 | +0.1% | 0.35% | -2.5% |
| Q1 2019 | $2,528,000 | +7.7% | 29,514 | -1.9% | 0.36% | -4.3% |
| Q4 2018 | $2,347,000 | -8.5% | 30,096 | +2.2% | 0.37% | +10.1% |
| Q3 2018 | $2,564,000 | +10.1% | 29,439 | +5.0% | 0.34% | +92.6% |
| Q2 2018 | $2,329,000 | -12.3% | 28,046 | -12.9% | 0.18% | -55.2% |
| Q1 2018 | $2,656,000 | -13.9% | 32,202 | -10.6% | 0.39% | -11.5% |
| Q4 2017 | $3,083,000 | +5.9% | 36,009 | +0.3% | 0.44% | +4.7% |
| Q3 2017 | $2,911,000 | +2.3% | 35,908 | -1.4% | 0.42% | -2.3% |
| Q2 2017 | $2,846,000 | -1.6% | 36,409 | -2.2% | 0.43% | -6.9% |
| Q1 2017 | $2,892,000 | +6.8% | 37,241 | +4.2% | 0.46% | +0.7% |
| Q4 2016 | $2,708,000 | -4.8% | 35,744 | -9.3% | 0.46% | -6.5% |
| Q3 2016 | $2,845,000 | -0.1% | 39,427 | -1.1% | 0.49% | -5.9% |
| Q2 2016 | $2,847,000 | +3.3% | 39,848 | -0.2% | 0.52% | -7.4% |
| Q1 2016 | $2,756,000 | +151.2% | 39,918 | +142.9% | 0.57% | +146.1% |
| Q4 2015 | $1,097,000 | – | 16,437 | – | 0.23% | – |
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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% |
| Piedmont Capital Management, 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% |