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 2023 | $11,879,458 | -6.8% | 116,374 | -0.4% | 2.58% | -6.1% |
| Q2 2023 | $12,748,803 | +2.0% | 116,865 | -1.4% | 2.75% | +0.2% |
| Q1 2023 | $12,502,594 | -2.5% | 118,508 | -0.0% | 2.74% | -4.4% |
| Q4 2022 | $12,824,941 | +11.8% | 118,519 | -2.0% | 2.87% | +4.4% |
| Q3 2022 | $11,474,000 | -6.7% | 120,933 | +0.1% | 2.75% | +0.5% |
| Q2 2022 | $12,292,000 | -10.3% | 120,867 | -1.0% | 2.74% | +4.4% |
| Q1 2022 | $13,709,000 | +0.2% | 122,129 | +0.1% | 2.62% | +8.0% |
| Q4 2021 | $13,684,000 | +8.3% | 122,061 | -0.2% | 2.43% | +1.3% |
| Q3 2021 | $12,634,000 | -0.3% | 122,247 | +1.1% | 2.40% | -0.5% |
| Q2 2021 | $12,667,000 | +4.7% | 120,912 | +1.0% | 2.41% | -2.5% |
| Q1 2021 | $12,103,000 | +12.8% | 119,728 | +2.1% | 2.47% | +8.4% |
| Q4 2020 | $10,731,000 | +12.4% | 117,268 | -0.6% | 2.28% | -17.5% |
| Q3 2020 | $9,551,000 | +5.5% | 118,013 | +2.7% | 2.76% | -3.2% |
| Q2 2020 | $9,053,000 | +12.3% | 114,913 | +0.8% | 2.85% | -5.5% |
| Q1 2020 | $8,065,000 | -13.0% | 113,993 | +15.3% | 3.02% | +13.5% |
| Q4 2019 | $9,265,000 | +8.3% | 98,864 | +2.5% | 2.66% | +2.5% |
| Q3 2019 | $8,556,000 | +12.5% | 96,423 | +10.8% | 2.60% | +20.6% |
| Q2 2019 | $7,604,000 | +3.7% | 87,023 | +1.6% | 2.15% | +4.7% |
| Q1 2019 | $7,335,000 | -42.8% | 85,628 | -48.0% | 2.06% | +1.1% |
| Q4 2018 | $12,830,000 | +83.7% | 164,514 | +105.1% | 2.03% | +1.1% |
| Q3 2018 | $6,986,000 | +5.6% | 80,212 | +0.7% | 2.01% | -0.3% |
| Q2 2018 | $6,613,000 | +2.5% | 79,632 | +1.8% | 2.02% | -2.5% |
| Q1 2018 | $6,450,000 | -3.2% | 78,191 | +0.5% | 2.07% | +0.6% |
| Q4 2017 | $6,663,000 | +5.1% | 77,811 | +1.2% | 2.06% | +3.5% |
| Q3 2017 | $6,339,000 | +7.4% | 76,858 | +1.8% | 1.98% | +2.1% |
| Q2 2017 | $5,903,000 | +0.4% | 75,520 | -0.2% | 1.94% | -1.5% |
| Q1 2017 | $5,878,000 | +10.1% | 75,701 | +7.4% | 1.98% | -0.6% |
| Q4 2016 | $5,340,000 | +12.0% | 70,476 | +6.4% | 1.99% | +17.5% |
| Q3 2016 | $4,766,000 | +2.9% | 66,256 | +2.2% | 1.69% | -3.6% |
| Q2 2016 | $4,633,000 | +12.7% | 64,836 | +8.8% | 1.75% | +8.9% |
| Q1 2016 | $4,112,000 | +6.1% | 59,566 | +2.5% | 1.61% | +2.4% |
| Q4 2015 | $3,877,000 | +6.8% | 58,086 | +0.3% | 1.57% | +7.8% |
| Q3 2015 | $3,630,000 | -7.7% | 57,936 | -0.9% | 1.46% | 0.0% |
| Q2 2015 | $3,934,000 | -0.5% | 58,441 | +1.0% | 1.46% | +2.8% |
| Q1 2015 | $3,953,000 | +3.2% | 57,871 | +3.9% | 1.42% | -7.1% |
| Q4 2014 | $3,829,000 | +4.5% | 55,692 | +3.4% | 1.53% | +4.3% |
| Q3 2014 | $3,664,000 | +10.2% | 53,837 | +7.4% | 1.46% | +8.8% |
| Q2 2014 | $3,324,000 | +6.5% | 50,127 | +1.4% | 1.34% | +0.1% |
| Q1 2014 | $3,120,000 | +5.7% | 49,437 | +4.3% | 1.34% | +7.9% |
| Q4 2013 | $2,953,000 | +15.8% | 47,377 | +6.8% | 1.24% | +12.0% |
| Q3 2013 | $2,551,000 | +8.3% | 44,367 | +6.2% | 1.11% | +7.3% |
| Q2 2013 | $2,355,000 | – | 41,780 | – | 1.04% | – |
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% |