VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,212,893 | -7.2% | 86,112 | -5.4% | 0.26% | -8.9% |
| Q1 2024 | $11,008,132 | +7.7% | 90,984 | -0.6% | 0.28% | -1.8% |
| Q4 2023 | $10,220,707 | +4.8% | 91,559 | -3.0% | 0.28% | -3.1% |
| Q3 2023 | $9,750,376 | -5.4% | 94,371 | -2.8% | 0.29% | -2.6% |
| Q2 2023 | $10,302,985 | +2.9% | 97,134 | +2.4% | 0.30% | -7.9% |
| Q1 2023 | $10,010,550 | +6.4% | 94,887 | +9.2% | 0.33% | -0.3% |
| Q4 2022 | $9,406,401 | +30.3% | 86,927 | +14.3% | 0.33% | +13.1% |
| Q3 2022 | $7,217,000 | -4.3% | 76,059 | +2.5% | 0.29% | -4.6% |
| Q2 2022 | $7,545,000 | +11.2% | 74,188 | +22.7% | 0.30% | +6.3% |
| Q1 2022 | $6,785,000 | +2.8% | 60,446 | +2.7% | 0.29% | +3.2% |
| Q4 2021 | $6,599,000 | +6.7% | 58,861 | -1.6% | 0.28% | -2.1% |
| Q3 2021 | $6,184,000 | -0.5% | 59,837 | +0.9% | 0.28% | -1.7% |
| Q2 2021 | $6,214,000 | +6.3% | 59,306 | +2.5% | 0.29% | -0.3% |
| Q1 2021 | $5,848,000 | +12.5% | 57,848 | +1.9% | 0.29% | +11.5% |
| Q4 2020 | $5,197,000 | +10.3% | 56,786 | -2.4% | 0.26% | -5.1% |
| Q3 2020 | $4,710,000 | -11.3% | 58,198 | -13.7% | 0.27% | -20.3% |
| Q2 2020 | $5,310,000 | -16.7% | 67,400 | -25.2% | 0.34% | -34.2% |
| Q1 2020 | $6,374,000 | -32.8% | 90,094 | -11.0% | 0.52% | -23.4% |
| Q4 2019 | $9,483,000 | +9.3% | 101,198 | +3.5% | 0.68% | -1.6% |
| Q3 2019 | $8,675,000 | +4.4% | 97,765 | +2.8% | 0.69% | +3.1% |
| Q2 2019 | $8,308,000 | +5.8% | 95,081 | +3.7% | 0.67% | +3.2% |
| Q1 2019 | $7,856,000 | +27.8% | 91,706 | +16.4% | 0.65% | +3.8% |
| Q4 2018 | $6,146,000 | -3.7% | 78,806 | +7.5% | 0.63% | +12.3% |
| Q3 2018 | $6,384,000 | +12.9% | 73,305 | +7.6% | 0.56% | +1.8% |
| Q2 2018 | $5,656,000 | +6.6% | 68,101 | +5.8% | 0.55% | +3.2% |
| Q1 2018 | $5,308,000 | +13.2% | 64,342 | +17.6% | 0.53% | +13.4% |
| Q4 2017 | $4,687,000 | +63.3% | 54,731 | +54.6% | 0.47% | +48.4% |
| Q3 2017 | $2,871,000 | – | 35,412 | – | 0.32% | – |
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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% |