VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 371 filers reported holding VANGUARD WHITEHALL FDS in Q3 2015. The put-call ratio across all filers is 1.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,744,958 | -2.5% | 14,713 | -0.5% | 0.05% | -5.5% |
| Q1 2024 | $1,789,458 | +7.8% | 14,790 | -0.6% | 0.06% | 0.0% |
| Q4 2023 | $1,660,130 | +9.4% | 14,872 | +1.3% | 0.06% | -6.8% |
| Q3 2023 | $1,517,445 | +133.6% | 14,687 | +139.8% | 0.06% | +156.5% |
| Q2 2023 | $649,570 | +9.3% | 6,124 | +8.7% | 0.02% | -4.2% |
| Q1 2023 | $594,238 | -6.2% | 5,633 | -3.7% | 0.02% | -11.1% |
| Q4 2022 | $633,266 | +13.9% | 5,852 | -0.2% | 0.03% | -6.9% |
| Q3 2022 | $556,000 | -6.2% | 5,863 | +0.5% | 0.03% | -3.3% |
| Q2 2022 | $593,000 | -10.6% | 5,832 | -1.3% | 0.03% | -14.3% |
| Q1 2022 | $663,000 | -0.2% | 5,908 | -0.2% | 0.04% | +16.7% |
| Q4 2021 | $664,000 | -1.6% | 5,919 | -9.4% | 0.03% | +3.4% |
| Q3 2021 | $675,000 | +4.2% | 6,532 | +5.6% | 0.03% | +3.6% |
| Q2 2021 | $648,000 | +8.4% | 6,187 | +4.6% | 0.03% | -3.4% |
| Q1 2021 | $598,000 | -8.1% | 5,917 | -16.8% | 0.03% | -14.7% |
| Q4 2020 | $651,000 | +13.2% | 7,115 | +0.1% | 0.03% | -8.1% |
| Q3 2020 | $575,000 | +13.2% | 7,110 | +10.2% | 0.04% | +5.7% |
| Q2 2020 | $508,000 | +7.2% | 6,451 | -3.6% | 0.04% | -18.6% |
| Q1 2020 | $474,000 | -25.5% | 6,695 | -1.4% | 0.04% | +2.4% |
| Q4 2019 | $636,000 | +4.4% | 6,788 | -1.1% | 0.04% | -2.3% |
| Q3 2019 | $609,000 | +8.6% | 6,861 | +6.9% | 0.04% | 0.0% |
| Q2 2019 | $561,000 | -0.9% | 6,418 | -2.9% | 0.04% | -2.3% |
| Q1 2019 | $566,000 | +7.4% | 6,611 | -2.2% | 0.04% | -13.7% |
| Q4 2018 | $527,000 | -13.9% | 6,757 | -3.8% | 0.05% | +4.1% |
| Q3 2018 | $612,000 | -3.6% | 7,026 | -8.1% | 0.05% | -12.5% |
| Q2 2018 | $635,000 | +0.3% | 7,649 | -0.3% | 0.06% | -8.2% |
| Q1 2018 | $633,000 | -4.4% | 7,669 | -0.8% | 0.06% | -4.7% |
| Q4 2017 | $662,000 | 0.0% | 7,731 | -5.3% | 0.06% | -8.6% |
| Q3 2017 | $662,000 | -3.5% | 8,167 | -7.0% | 0.07% | -9.1% |
| Q2 2017 | $686,000 | -9.0% | 8,783 | -9.6% | 0.08% | -7.2% |
| Q1 2017 | $754,000 | -2.3% | 9,714 | -4.7% | 0.08% | -7.8% |
| Q4 2016 | $772,000 | +2.7% | 10,188 | -2.3% | 0.09% | -10.9% |
| Q3 2016 | $752,000 | -15.1% | 10,425 | -15.9% | 0.10% | -14.4% |
| Q2 2016 | $886,000 | -2.7% | 12,396 | -6.0% | 0.12% | +0.9% |
| Q1 2016 | $911,000 | +2.6% | 13,194 | -0.9% | 0.12% | -2.5% |
| Q4 2015 | $888,000 | -0.9% | 13,309 | -7.0% | 0.12% | +4.3% |
| Q3 2015 | $896,000 | -13.5% | 14,305 | -7.1% | 0.12% | -21.2% |
| Q2 2015 | $1,036,000 | – | 15,391 | – | 0.15% | – |
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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% |