VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,641,055 | +8.9% | 15,883 | +11.8% | 0.15% | +15.5% |
| Q2 2023 | $1,506,982 | +6.1% | 14,207 | +5.5% | 0.13% | -0.8% |
| Q1 2023 | $1,420,555 | -4.1% | 13,465 | -1.6% | 0.13% | -11.0% |
| Q4 2022 | $1,480,638 | +50.8% | 13,683 | +32.3% | 0.15% | +49.0% |
| Q3 2022 | $982,000 | +8.5% | 10,346 | +16.2% | 0.10% | +10.1% |
| Q2 2022 | $905,000 | +48.4% | 8,902 | +63.7% | 0.09% | +134.2% |
| Q1 2022 | $610,000 | +3.6% | 5,438 | +3.5% | 0.04% | +5.6% |
| Q4 2021 | $589,000 | +34.8% | 5,252 | +24.3% | 0.04% | +20.0% |
| Q3 2021 | $437,000 | -53.9% | 4,224 | -53.3% | 0.03% | -52.4% |
| Q2 2021 | $948,000 | +3.8% | 9,045 | +0.1% | 0.06% | -3.1% |
| Q1 2021 | $913,000 | +8.8% | 9,036 | -1.4% | 0.06% | -4.4% |
| Q4 2020 | $839,000 | -42.9% | 9,167 | -49.5% | 0.07% | -46.0% |
| Q3 2020 | $1,469,000 | -16.7% | 18,150 | -18.9% | 0.13% | -11.3% |
| Q2 2020 | $1,764,000 | +16.7% | 22,390 | +4.8% | 0.14% | +2.2% |
| Q1 2020 | $1,511,000 | +5.7% | 21,355 | +40.0% | 0.14% | +14.9% |
| Q4 2019 | $1,430,000 | -3.1% | 15,258 | -8.3% | 0.12% | -11.0% |
| Q3 2019 | $1,476,000 | +8.3% | 16,639 | +6.7% | 0.14% | -9.9% |
| Q2 2019 | $1,363,000 | +2.1% | 15,593 | +0.1% | 0.15% | -7.4% |
| Q1 2019 | $1,335,000 | +9.0% | 15,583 | -0.8% | 0.16% | -3.6% |
| Q4 2018 | $1,225,000 | -6.3% | 15,703 | +4.5% | 0.17% | +3.0% |
| Q3 2018 | $1,308,000 | -25.0% | 15,023 | -28.5% | 0.16% | -30.5% |
| Q2 2018 | $1,745,000 | +15.0% | 21,015 | +14.2% | 0.24% | +12.4% |
| Q1 2018 | $1,518,000 | +14.6% | 18,406 | +19.0% | 0.21% | +4.5% |
| Q4 2017 | $1,325,000 | – | 15,472 | – | 0.20% | – |
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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% |
| 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% |