VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,244,679 | +12.1% | 168,299 | +12.7% | 1.50% | -9.7% |
| Q1 2024 | $18,060,633 | +8.9% | 149,274 | +0.4% | 1.66% | -2.9% |
| Q4 2023 | $16,589,785 | +10.8% | 148,614 | +2.6% | 1.72% | -1.0% |
| Q3 2023 | $14,967,332 | +0.3% | 144,864 | +3.0% | 1.73% | +2.2% |
| Q2 2023 | $14,916,346 | -0.1% | 140,627 | -0.6% | 1.70% | +7.9% |
| Q1 2023 | $14,931,999 | +103992.0% | 141,536 | +6.8% | 1.57% | +3.4% |
| Q4 2022 | $14,345 | -99.9% | 132,575 | +3.2% | 1.52% | +4.6% |
| Q3 2022 | $12,194,000 | -13.8% | 128,517 | -7.6% | 1.45% | -7.7% |
| Q2 2022 | $14,138,000 | -51.9% | 139,018 | -46.9% | 1.57% | +10.0% |
| Q1 2022 | $29,382,000 | +107.0% | 261,916 | +106.9% | 1.43% | +2.0% |
| Q4 2021 | $14,193,000 | +10.1% | 126,602 | +1.5% | 1.40% | -4.8% |
| Q3 2021 | $12,894,000 | +63.4% | 124,761 | +59.8% | 1.47% | +29.0% |
| Q2 2021 | $7,890,000 | 0.0% | 78,051 | 0.0% | 1.14% | -19.2% |
| Q1 2021 | $7,890,000 | +32.4% | 78,051 | +19.9% | 1.42% | +20.0% |
| Q4 2020 | $5,957,000 | +29.0% | 65,095 | +14.1% | 1.18% | +4.0% |
| Q3 2020 | $4,618,000 | +75.6% | 57,062 | +70.9% | 1.13% | +39.8% |
| Q2 2020 | $2,630,000 | +26.3% | 33,381 | +13.4% | 0.81% | +9.3% |
| Q1 2020 | $2,082,000 | -9.9% | 29,433 | +19.3% | 0.74% | +16.3% |
| Q4 2019 | $2,312,000 | +32.7% | 24,670 | +25.6% | 0.64% | +13.7% |
| Q3 2019 | $1,742,000 | +7.2% | 19,635 | +5.6% | 0.56% | +16.9% |
| Q2 2019 | $1,625,000 | +24.3% | 18,602 | +21.9% | 0.48% | +21.5% |
| Q1 2019 | $1,307,000 | +28.5% | 15,262 | +17.1% | 0.40% | +27.0% |
| Q4 2018 | $1,017,000 | +14.8% | 13,035 | +28.1% | 0.31% | +59.5% |
| Q3 2018 | $886,000 | +26.0% | 10,174 | +20.2% | 0.20% | +15.4% |
| Q2 2018 | $703,000 | -80.7% | 8,461 | -80.9% | 0.17% | -76.4% |
| Q1 2018 | $3,650,000 | +1077.4% | 44,245 | +1123.3% | 0.72% | +867.6% |
| Q4 2017 | $310,000 | +6.5% | 3,617 | +0.8% | 0.07% | +4.2% |
| Q3 2017 | $291,000 | -89.0% | 3,589 | -89.4% | 0.07% | -87.3% |
| Q2 2017 | $2,657,000 | +8.2% | 34,000 | +7.5% | 0.56% | -0.7% |
| Q1 2017 | $2,455,000 | +14.5% | 31,615 | +11.7% | 0.56% | +22.6% |
| Q4 2016 | $2,145,000 | +22.4% | 28,313 | +16.5% | 0.46% | +10.3% |
| Q3 2016 | $1,752,000 | +3.1% | 24,312 | +2.2% | 0.42% | +1.5% |
| Q2 2016 | $1,700,000 | +80.1% | 23,796 | +74.0% | 0.41% | +75.6% |
| Q1 2016 | $944,000 | +6.5% | 13,676 | +3.0% | 0.23% | +9.9% |
| Q4 2015 | $886,000 | +41.1% | 13,280 | +32.5% | 0.21% | +30.7% |
| Q3 2015 | $628,000 | +64.8% | 10,022 | +76.8% | 0.16% | +66.3% |
| Q2 2015 | $381,000 | +24.5% | 5,668 | +26.3% | 0.10% | +24.1% |
| Q1 2015 | $306,000 | – | 4,487 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 15,133,322 | $1,610,342,444 | 37.26% |
| HARVEST VOLATILITY MANAGEMENT LLC | 8,738 | $1,036,327 | 24.83% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 17,468 | $2,071,704 | 18.87% |
| Operose Advisors LLC | 438,803 | $52,042,067 | 18.43% |
| Ariston Services Group | 144,073 | $17,087,058 | 16.46% |
| Benchmark Wealth Management, LLC | 242,905 | $28,808,575 | 15.35% |
| MARINO, STRAM & ASSOCIATES LLC | 529,423 | $62,789,542 | 15.34% |
| ACT WEALTH MANAGEMENT, LLC | 236,726 | $28,075,646 | 13.81% |
| CVS HEALTH Corp | 252,032 | $29,890,995 | 13.78% |
| Piedmont Capital Management, LLC | 166,031 | $19,911,537 | 13.51% |