Sumitomo Mitsui DS Asset Management Company, Ltd - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 298 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sumitomo Mitsui DS Asset Management Company, Ltd ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$65,170,005
+17.7%
1,101,589
+23.9%
1.01%
+19.1%
Q2 2023$55,356,411
+16.6%
888,974
+16.7%
0.85%
-0.9%
Q1 2023$47,481,404
-10.3%
762,019
-12.2%
0.86%
-20.2%
Q4 2022$52,912,712
+38.7%
867,706
+30.8%
1.07%
+23.3%
Q3 2022$38,136,000
-50.3%
663,343
-47.0%
0.87%
-52.7%
Q2 2022$76,666,000
-14.3%
1,250,664
-2.3%
1.84%
-3.1%
Q1 2022$89,446,000
-8.2%
1,280,365
+2.0%
1.90%
-6.6%
Q4 2021$97,461,000
+25.1%
1,254,980
+26.1%
2.03%
+10.4%
Q3 2021$77,917,000
-22.2%
995,121
-20.7%
1.84%
-22.7%
Q2 2021$100,185,000
+7.6%
1,254,981
+4.5%
2.38%
-2.4%
Q1 2021$93,093,000
+30.9%
1,201,204
+39.0%
2.44%
+20.8%
Q4 2020$71,118,000
-7.1%
864,136
-10.9%
2.02%
-16.7%
Q3 2020$76,547,000
+18.9%
970,190
+17.2%
2.43%
+9.3%
Q2 2020$64,365,000
+37.1%
827,752
+24.2%
2.22%
+14.9%
Q1 2020$46,933,000
-20.5%
666,674
-8.1%
1.93%
-3.4%
Q4 2019$59,057,000
+22.5%
725,439
+21.3%
2.00%
+11.3%
Q3 2019$48,211,000
+4.8%
598,155
+4.6%
1.80%
-3.2%
Q2 2019$45,999,000
+13.3%
571,985
+10.3%
1.86%
+177.0%
Q1 2019$40,594,000
+43.7%
518,779
+36.9%
0.67%
+31.4%
Q4 2018$28,247,000
+0.6%
378,962
+2.3%
0.51%
+17.8%
Q3 2018$28,091,000
+17.0%
370,451
+16.4%
0.43%
+17.3%
Q2 2018$24,002,000
-18.0%
318,294
-14.7%
0.37%
-14.8%
Q1 2018$29,264,000
+28.1%
373,032
+31.0%
0.43%
+26.6%
Q4 2017$22,850,000
-13.6%
284,665
-12.7%
0.34%
-17.2%
Q3 2017$26,448,000
-7.3%
325,916
-8.5%
0.41%
-11.0%
Q2 2017$28,526,000
-29.4%
356,134
-29.8%
0.46%
-32.0%
Q1 2017$40,412,000
-36.1%
507,379
-37.7%
0.68%
-43.8%
Q4 2016$63,195,000
+14.4%
815,001
+20.4%
1.21%
+0.8%
Q3 2016$55,231,000
+33.6%
676,855
+31.4%
1.20%
-4.2%
Q2 2016$41,352,000
+66.6%
515,043
+59.7%
1.26%
+64.1%
Q1 2016$24,816,000
-8.6%
322,423
-12.0%
0.77%
-16.4%
Q4 2015$27,155,000
+148.7%
366,516
+149.3%
0.92%
+145.6%
Q3 2015$10,919,000
+5.2%
147,018
+9.0%
0.37%
+13.4%
Q2 2015$10,377,000134,8750.33%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
HARVEST VOLATILITY MANAGEMENT LLC 8,923$527,88517.51%
Financial Alternatives, Inc 151,272$8,949,2458.29%
Asset Management Resources, LLC 195,844$11,586,1497.20%
Versant Capital Management, Inc 348,856$20,638,3116.56%
Wavelength Capital Management, LLC 80,915$4,786,9315.57%
North Ridge Wealth Advisors, Inc. 95,887$5,672,6835.53%
Shore Point Advisors, LLC 94,208$5,573,3204.03%
BlueSky Wealth Advisors, LLC 322,749$19,093,8343.90%
Pacific Life Fund Advisors LLC 618,160$36,570,3463.87%
Keudell/Morrison Wealth Management 196,625$11,632,3353.55%
View complete list of VANGUARD WHITEHALL FDS shareholders