VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $879,335 | -8.8% | 7,414 | -7.0% | 0.02% | -4.5% |
| Q1 2024 | $964,326 | +8.6% | 7,970 | +0.2% | 0.02% | -18.5% |
| Q4 2023 | $887,937 | -37.2% | 7,954 | -41.9% | 0.03% | -43.8% |
| Q3 2023 | $1,414,038 | -2.6% | 13,686 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $1,451,674 | -15.7% | 13,686 | -16.1% | 0.05% | -20.0% |
| Q1 2023 | $1,721,443 | -12.4% | 16,317 | -10.2% | 0.06% | -14.3% |
| Q4 2022 | $1,965,202 | +506.5% | 18,161 | +387.9% | 0.07% | +775.0% |
| Q3 2018 | $324,000 | -20.4% | 3,722 | -24.0% | 0.01% | -20.0% |
| Q2 2018 | $407,000 | -0.7% | 4,900 | -1.4% | 0.01% | 0.0% |
| Q1 2018 | $410,000 | -16.8% | 4,968 | -13.8% | 0.01% | -23.1% |
| Q4 2017 | $493,000 | -2.6% | 5,763 | -7.6% | 0.01% | 0.0% |
| Q3 2017 | $506,000 | -1.4% | 6,237 | -5.0% | 0.01% | -13.3% |
| Q2 2017 | $513,000 | – | 6,562 | – | 0.02% | – |
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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% |