VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $903,000 | -15.4% | 9,516 | -9.4% | 0.08% | -10.7% |
| Q2 2022 | $1,068,000 | -0.9% | 10,500 | +9.4% | 0.08% | +23.5% |
| Q1 2022 | $1,078,000 | +0.1% | 9,600 | -0.1% | 0.07% | +17.2% |
| Q4 2021 | $1,077,000 | +10.1% | 9,605 | +1.5% | 0.06% | -1.7% |
| Q3 2021 | $978,000 | -0.3% | 9,459 | +1.1% | 0.06% | 0.0% |
| Q2 2021 | $981,000 | +3.7% | 9,359 | 0.0% | 0.06% | -6.3% |
| Q1 2021 | $946,000 | +9.1% | 9,359 | -1.2% | 0.06% | +3.3% |
| Q4 2020 | $867,000 | +13.0% | 9,475 | -0.0% | 0.06% | -3.2% |
| Q3 2020 | $767,000 | -1.7% | 9,478 | -4.3% | 0.06% | -12.5% |
| Q2 2020 | $780,000 | +21.1% | 9,903 | +8.8% | 0.07% | -5.3% |
| Q1 2020 | $644,000 | -27.6% | 9,100 | -4.2% | 0.08% | -20.0% |
| Q4 2019 | $890,000 | +7.1% | 9,500 | +1.4% | 0.10% | 0.0% |
| Q3 2019 | $831,000 | +5.7% | 9,367 | +4.1% | 0.10% | +2.2% |
| Q2 2019 | $786,000 | +1.9% | 9,000 | 0.0% | 0.09% | -3.1% |
| Q1 2019 | $771,000 | +5.0% | 9,000 | -4.4% | 0.10% | -9.4% |
| Q4 2018 | $734,000 | -10.6% | 9,410 | -0.2% | 0.11% | -0.9% |
| Q3 2018 | $821,000 | +10.2% | 9,425 | +5.1% | 0.11% | +2.9% |
| Q2 2018 | $745,000 | +0.7% | 8,970 | 0.0% | 0.10% | -2.8% |
| Q1 2018 | $740,000 | -3.6% | 8,970 | 0.0% | 0.11% | -6.1% |
| Q4 2017 | $768,000 | +5.6% | 8,970 | 0.0% | 0.11% | +1.8% |
| Q3 2017 | $727,000 | +6.0% | 8,970 | +2.2% | 0.11% | +13.1% |
| Q2 2017 | $686,000 | +0.6% | 8,780 | 0.0% | 0.10% | -2.9% |
| Q1 2017 | $682,000 | – | 8,780 | – | 0.10% | – |
Download | ||||||
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% |