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 | $329,827 | -8.6% | 2,781 | -6.7% | 0.05% | -23.2% |
| Q1 2024 | $360,671 | +14.6% | 2,981 | +5.7% | 0.07% | +7.8% |
| Q4 2023 | $314,797 | +8.0% | 2,820 | 0.0% | 0.06% | -1.5% |
| Q3 2023 | $291,362 | -57.6% | 2,820 | -56.5% | 0.06% | -53.2% |
| Q2 2023 | $687,758 | +0.5% | 6,484 | 0.0% | 0.14% | +2.2% |
| Q1 2023 | $684,062 | -48.5% | 6,484 | -47.2% | 0.14% | -51.1% |
| Q4 2022 | $1,329,360 | +123.0% | 12,285 | +95.5% | 0.28% | +94.4% |
| Q3 2022 | $596,000 | -21.3% | 6,285 | -15.6% | 0.14% | -15.9% |
| Q2 2022 | $757,000 | -9.3% | 7,447 | +0.1% | 0.17% | +4.9% |
| Q1 2022 | $835,000 | +0.2% | 7,438 | +0.1% | 0.16% | -3.0% |
| Q4 2021 | $833,000 | +43.6% | 7,431 | +32.4% | 0.17% | +23.7% |
| Q3 2021 | $580,000 | -4.6% | 5,612 | -3.3% | 0.14% | -4.3% |
| Q2 2021 | $608,000 | +3.8% | 5,804 | +0.1% | 0.14% | -16.1% |
| Q1 2021 | $586,000 | +6.4% | 5,796 | -3.7% | 0.17% | -0.6% |
| Q4 2020 | $551,000 | +125.8% | 6,020 | +99.3% | 0.17% | +89.9% |
| Q3 2020 | $244,000 | -3.9% | 3,020 | -6.2% | 0.09% | -12.7% |
| Q2 2020 | $254,000 | +11.4% | 3,220 | 0.0% | 0.10% | -2.9% |
| Q1 2020 | $228,000 | -24.5% | 3,220 | 0.0% | 0.10% | +8.2% |
| Q4 2019 | $302,000 | +5.6% | 3,220 | 0.0% | 0.10% | -14.2% |
| Q3 2019 | $286,000 | +0.7% | 3,220 | -0.8% | 0.11% | -5.0% |
| Q2 2019 | $284,000 | +2.2% | 3,245 | +0.0% | 0.12% | -8.5% |
| Q1 2019 | $278,000 | +9.9% | 3,244 | 0.0% | 0.13% | +15.0% |
| Q4 2018 | $253,000 | -10.3% | 3,244 | 0.0% | 0.11% | -22.1% |
| Q3 2018 | $282,000 | +4.4% | 3,244 | -0.4% | 0.14% | +5.1% |
| Q2 2018 | $270,000 | +0.4% | 3,257 | +0.0% | 0.14% | +3.0% |
| Q1 2018 | $269,000 | -3.6% | 3,256 | 0.0% | 0.13% | -5.0% |
| Q4 2017 | $279,000 | +5.7% | 3,256 | 0.0% | 0.14% | +2.9% |
| Q3 2017 | $264,000 | -2.9% | 3,256 | -6.3% | 0.14% | -8.1% |
| Q2 2017 | $272,000 | -2.2% | 3,476 | -2.8% | 0.15% | -10.8% |
| Q1 2017 | $278,000 | -2.8% | 3,575 | -5.3% | 0.17% | -10.2% |
| Q4 2016 | $286,000 | +5.1% | 3,775 | +0.0% | 0.19% | -1.1% |
| Q3 2016 | $272,000 | -4.2% | 3,774 | -4.9% | 0.19% | -16.1% |
| Q2 2016 | $284,000 | +3.6% | 3,970 | 0.0% | 0.22% | -13.5% |
| Q1 2016 | $274,000 | +3.4% | 3,970 | 0.0% | 0.26% | -3.0% |
| Q4 2015 | $265,000 | -2.9% | 3,970 | -9.0% | 0.27% | -23.3% |
| Q3 2015 | $273,000 | -27.6% | 4,361 | -22.1% | 0.35% | -17.9% |
| Q2 2015 | $377,000 | -1.3% | 5,598 | 0.0% | 0.42% | +41.3% |
| Q1 2015 | $382,000 | -11.4% | 5,598 | -10.8% | 0.30% | -40.2% |
| Q4 2014 | $431,000 | -18.4% | 6,275 | -21.0% | 0.50% | -3.1% |
| Q3 2014 | $528,000 | -5.5% | 7,945 | -5.8% | 0.52% | -17.5% |
| Q2 2014 | $559,000 | +0.2% | 8,430 | -4.6% | 0.63% | -5.3% |
| Q1 2014 | $558,000 | +1.3% | 8,838 | 0.0% | 0.66% | +22.1% |
| Q4 2013 | $551,000 | -1.1% | 8,838 | -8.7% | 0.54% | +2.5% |
| Q3 2013 | $557,000 | +23.2% | 9,680 | +20.8% | 0.53% | +14.2% |
| Q2 2013 | $452,000 | – | 8,010 | – | 0.46% | – |
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% |
| 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% |