VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 916 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,123,773 | +3.1% | 473,219 | +5.2% | 0.59% | -3.8% |
| Q1 2024 | $54,429,529 | +7.2% | 449,868 | -1.1% | 0.61% | -2.1% |
| Q4 2023 | $50,774,571 | +17.2% | 454,847 | +8.5% | 0.63% | +0.8% |
| Q3 2023 | $43,305,441 | +3.1% | 419,139 | +5.8% | 0.62% | +2.8% |
| Q2 2023 | $42,008,387 | +8.8% | 396,044 | +8.2% | 0.60% | -2.1% |
| Q1 2023 | $38,615,216 | +5.5% | 366,021 | +8.3% | 0.62% | -3.1% |
| Q4 2022 | $36,587,641 | +16.7% | 338,117 | +2.4% | 0.64% | +4.1% |
| Q3 2022 | $31,342,000 | -4.9% | 330,335 | +1.9% | 0.61% | -2.7% |
| Q2 2022 | $32,961,000 | -3.4% | 324,099 | +6.7% | 0.63% | +12.7% |
| Q1 2022 | $34,105,000 | +28.5% | 303,827 | +28.3% | 0.56% | +33.5% |
| Q4 2021 | $26,548,000 | +17.1% | 236,802 | +8.0% | 0.42% | +8.0% |
| Q3 2021 | $22,663,000 | -5.7% | 219,288 | -4.4% | 0.39% | -6.5% |
| Q2 2021 | $24,021,000 | +6.7% | 229,274 | +3.0% | 0.41% | -13.0% |
| Q1 2021 | $22,508,000 | +12.3% | 222,658 | +1.7% | 0.48% | +4.4% |
| Q4 2020 | $20,041,000 | +3.1% | 219,001 | -8.8% | 0.46% | -9.0% |
| Q3 2020 | $19,436,000 | -0.7% | 240,157 | -3.3% | 0.50% | -11.0% |
| Q2 2020 | $19,564,000 | -6.0% | 248,342 | -15.6% | 0.56% | -24.7% |
| Q1 2020 | $20,817,000 | -22.9% | 294,228 | +2.2% | 0.75% | -5.2% |
| Q4 2019 | $26,987,000 | – | 287,986 | – | 0.79% | – |
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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% |