VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,334,220 | -0.3% | 12,913 | +2.3% | 0.11% | +3.7% |
| Q2 2023 | $1,338,528 | +0.8% | 12,619 | +0.2% | 0.11% | -0.9% |
| Q1 2023 | $1,328,205 | -3.0% | 12,590 | -0.6% | 0.11% | -9.8% |
| Q4 2022 | $1,369,936 | +14.3% | 12,660 | +0.2% | 0.12% | +3.4% |
| Q3 2022 | $1,199,000 | -1.7% | 12,633 | +5.3% | 0.12% | +6.3% |
| Q2 2022 | $1,220,000 | -9.2% | 11,997 | +0.2% | 0.11% | +5.7% |
| Q1 2022 | $1,344,000 | +0.9% | 11,973 | +0.7% | 0.10% | +12.9% |
| Q4 2021 | $1,332,000 | +10.5% | 11,884 | +1.9% | 0.09% | -5.1% |
| Q3 2021 | $1,205,000 | -2.2% | 11,658 | -0.9% | 0.10% | 0.0% |
| Q2 2021 | $1,232,000 | +3.8% | 11,759 | +0.2% | 0.10% | -12.5% |
| Q1 2021 | $1,187,000 | +13.6% | 11,740 | +2.8% | 0.11% | +2.8% |
| Q4 2020 | $1,045,000 | +182.4% | 11,423 | +149.6% | 0.11% | +147.7% |
| Q3 2020 | $370,000 | +10.1% | 4,577 | +7.3% | 0.04% | 0.0% |
| Q2 2020 | $336,000 | -17.0% | 4,264 | -25.4% | 0.04% | -26.7% |
| Q1 2020 | $405,000 | -2.9% | 5,719 | +28.6% | 0.06% | +36.4% |
| Q4 2019 | $417,000 | +3.0% | 4,447 | -2.6% | 0.04% | -2.2% |
| Q3 2019 | $405,000 | +3.6% | 4,566 | +2.1% | 0.04% | 0.0% |
| Q2 2019 | $391,000 | +3.7% | 4,470 | +1.7% | 0.04% | +2.3% |
| Q1 2019 | $377,000 | +5.0% | 4,396 | -4.4% | 0.04% | -6.4% |
| Q4 2018 | $359,000 | -14.7% | 4,598 | -4.8% | 0.05% | 0.0% |
| Q3 2018 | $421,000 | +36.7% | 4,831 | +30.5% | 0.05% | +30.6% |
| Q2 2018 | $308,000 | +6.9% | 3,703 | +6.2% | 0.04% | +5.9% |
| Q1 2018 | $288,000 | -11.4% | 3,486 | -8.1% | 0.03% | -12.8% |
| Q4 2017 | $325,000 | +6.2% | 3,792 | +0.5% | 0.04% | 0.0% |
| Q3 2017 | $306,000 | +4.4% | 3,772 | +0.7% | 0.04% | 0.0% |
| Q2 2017 | $293,000 | +1.4% | 3,746 | +0.7% | 0.04% | -2.5% |
| Q1 2017 | $289,000 | +30.2% | 3,720 | +26.9% | 0.04% | +21.2% |
| Q4 2016 | $222,000 | +29.8% | 2,931 | +23.5% | 0.03% | +10.0% |
| Q3 2016 | $171,000 | +61.3% | 2,373 | +60.4% | 0.03% | +50.0% |
| Q2 2016 | $106,000 | +5.0% | 1,479 | +0.6% | 0.02% | +5.3% |
| Q1 2016 | $101,000 | +3.1% | 1,470 | +0.5% | 0.02% | 0.0% |
| Q4 2015 | $98,000 | +25.6% | 1,462 | +16.9% | 0.02% | +18.8% |
| Q3 2015 | $78,000 | -38.6% | 1,251 | -33.7% | 0.02% | -30.4% |
| Q2 2015 | $127,000 | -1.6% | 1,887 | 0.0% | 0.02% | -4.2% |
| Q1 2015 | $129,000 | 0.0% | 1,887 | +0.4% | 0.02% | -4.0% |
| Q4 2014 | $129,000 | +4.0% | 1,880 | +0.5% | 0.02% | 0.0% |
| Q3 2014 | $124,000 | +19.2% | 1,871 | +18.9% | 0.02% | +19.0% |
| Q2 2014 | $104,000 | +5.1% | 1,573 | +0.4% | 0.02% | 0.0% |
| Q1 2014 | $99,000 | – | 1,567 | – | 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% |
| Coco Enterprises, 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% |