VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,018,429 | +24.6% | 168,789 | +27.1% | 0.34% | +21.4% |
| Q1 2024 | $16,070,553 | +13.5% | 132,825 | +4.7% | 0.28% | +5.7% |
| Q4 2023 | $14,155,626 | +15.2% | 126,808 | +6.6% | 0.26% | +3.9% |
| Q3 2023 | $12,290,825 | +3.9% | 118,959 | +6.7% | 0.26% | +5.8% |
| Q2 2023 | $11,830,902 | +14.6% | 111,539 | +14.0% | 0.24% | +8.6% |
| Q1 2023 | $10,326,576 | +8.3% | 97,882 | +11.1% | 0.22% | +0.9% |
| Q4 2022 | $9,534,456 | +34.5% | 88,111 | +18.0% | 0.22% | +53.8% |
| Q3 2022 | $7,087,000 | +7.9% | 74,698 | +15.7% | 0.14% | +12.6% |
| Q2 2022 | $6,566,000 | +1.3% | 64,560 | +11.8% | 0.13% | +11.4% |
| Q1 2022 | $6,481,000 | +5.0% | 57,737 | +4.9% | 0.11% | +7.5% |
| Q4 2021 | $6,171,000 | +16.8% | 55,045 | +7.7% | 0.11% | +9.3% |
| Q3 2021 | $5,282,000 | +8.7% | 51,108 | +10.2% | 0.10% | +9.0% |
| Q2 2021 | $4,861,000 | +13.5% | 46,393 | +9.5% | 0.09% | +7.2% |
| Q1 2021 | $4,283,000 | +14.5% | 42,364 | +3.6% | 0.08% | +9.2% |
| Q4 2020 | $3,742,000 | +21.1% | 40,895 | +7.2% | 0.08% | +8.6% |
| Q3 2020 | $3,089,000 | +8.3% | 38,164 | +5.4% | 0.07% | +4.5% |
| Q2 2020 | $2,852,000 | +8.3% | 36,202 | -2.7% | 0.07% | -2.9% |
| Q1 2020 | $2,633,000 | -34.7% | 37,209 | -13.6% | 0.07% | -21.6% |
| Q4 2019 | $4,035,000 | -1.5% | 43,060 | -6.7% | 0.09% | -3.3% |
| Q3 2019 | $4,097,000 | -0.6% | 46,176 | -2.1% | 0.09% | +1.1% |
| Q2 2019 | $4,120,000 | +3.4% | 47,148 | +1.3% | 0.09% | +1.1% |
| Q1 2019 | $3,986,000 | +19.2% | 46,530 | +8.5% | 0.09% | +11.2% |
| Q4 2018 | $3,343,000 | -6.9% | 42,867 | +4.0% | 0.08% | +1.3% |
| Q3 2018 | $3,589,000 | +13.7% | 41,208 | +8.5% | 0.08% | +12.9% |
| Q2 2018 | $3,156,000 | -2.0% | 37,996 | -2.7% | 0.07% | -1.4% |
| Q1 2018 | $3,221,000 | -7.6% | 39,051 | -4.0% | 0.07% | -5.3% |
| Q4 2017 | $3,485,000 | +71.8% | 40,695 | +62.6% | 0.08% | +59.6% |
| Q3 2017 | $2,029,000 | +26.3% | 25,030 | +21.7% | 0.05% | +20.5% |
| Q2 2017 | $1,607,000 | +29.2% | 20,564 | +28.3% | 0.04% | +25.8% |
| Q1 2017 | $1,244,000 | +27.3% | 16,023 | +24.3% | 0.03% | +24.0% |
| Q4 2016 | $977,000 | +77.6% | 12,890 | +69.0% | 0.02% | +78.6% |
| Q3 2016 | $550,000 | – | 7,628 | – | 0.01% | – |
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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% |