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 | $84,305,298 | -3.3% | 815,963 | -0.7% | 0.02% | 0.0% |
Q2 2023 | $87,183,494 | +61.5% | 821,943 | +60.7% | 0.02% | +54.5% |
Q1 2023 | $53,975,383 | -6.9% | 511,615 | -4.5% | 0.01% | -21.4% |
Q4 2022 | $57,980,866 | +36.4% | 535,818 | +19.6% | 0.01% | +27.3% |
Q3 2022 | $42,497,000 | -12.0% | 447,904 | -5.6% | 0.01% | -8.3% |
Q2 2022 | $48,266,000 | +26.8% | 474,600 | +39.9% | 0.01% | +71.4% |
Q1 2022 | $38,078,000 | -78.0% | 339,230 | -78.0% | 0.01% | +40.0% |
Q4 2021 | $172,696,000 | +255.9% | 1,540,400 | +228.1% | 0.01% | -16.7% |
Q3 2021 | $48,519,000 | +4.7% | 469,462 | +6.1% | 0.01% | -14.3% |
Q2 2021 | $46,350,000 | +20.6% | 442,400 | +16.4% | 0.01% | +40.0% |
Q1 2021 | $38,437,000 | -44.7% | 380,224 | -50.0% | 0.01% | -16.7% |
Q4 2020 | $69,546,000 | +26.5% | 759,968 | +11.9% | 0.01% | -45.5% |
Q3 2020 | $54,981,000 | +19.6% | 679,348 | +16.4% | 0.01% | -8.3% |
Q2 2020 | $45,988,000 | +29.0% | 583,752 | +15.8% | 0.01% | 0.0% |
Q1 2020 | $35,663,000 | +38.2% | 504,073 | +83.1% | 0.01% | +50.0% |
Q4 2019 | $25,798,000 | +17.7% | 275,301 | +11.5% | 0.01% | +14.3% |
Q3 2019 | $21,917,000 | -55.3% | 247,000 | -56.0% | 0.01% | 0.0% |
Q2 2019 | $49,020,000 | +333.5% | 561,016 | +325.0% | 0.01% | +40.0% |
Q1 2019 | $11,307,000 | -37.4% | 132,000 | -43.0% | 0.01% | -28.6% |
Q4 2018 | $18,072,000 | +29.2% | 231,724 | +44.2% | 0.01% | +75.0% |
Q3 2018 | $13,993,000 | -30.9% | 160,675 | -34.1% | 0.00% | -42.9% |
Q2 2018 | $20,236,000 | +21.1% | 243,661 | +20.3% | 0.01% | +16.7% |
Q1 2018 | $16,705,000 | +26.9% | 202,516 | +31.7% | 0.01% | +20.0% |
Q4 2017 | $13,164,000 | +26.8% | 153,724 | +20.1% | 0.01% | +25.0% |
Q3 2017 | $10,379,000 | -11.8% | 128,031 | -15.0% | 0.00% | 0.0% |
Q2 2017 | $11,773,000 | -11.5% | 150,633 | -12.1% | 0.00% | -50.0% |
Q1 2017 | $13,304,000 | -13.9% | 171,342 | -16.0% | 0.01% | 0.0% |
Q4 2016 | $15,453,000 | -8.2% | 203,948 | -12.6% | 0.01% | 0.0% |
Q3 2016 | $16,830,000 | -19.1% | 233,300 | -19.9% | 0.01% | -20.0% |
Q2 2016 | $20,815,000 | -7.1% | 291,282 | -10.3% | 0.01% | -9.1% |
Q1 2016 | $22,412,000 | +89.5% | 324,614 | +83.2% | 0.01% | +83.3% |
Q4 2015 | $11,829,000 | +529.5% | 177,224 | +491.0% | 0.01% | – |
Q3 2015 | $1,879,000 | -62.5% | 29,989 | -59.7% | 0.00% | -100.0% |
Q2 2015 | $5,014,000 | -36.6% | 74,479 | -35.7% | 0.00% | -25.0% |
Q1 2015 | $7,909,000 | +39.4% | 115,799 | +40.3% | 0.00% | +33.3% |
Q4 2014 | $5,675,000 | -13.3% | 82,542 | -16.2% | 0.00% | 0.0% |
Q3 2014 | $6,543,000 | +84.3% | 98,537 | +84.0% | 0.00% | +50.0% |
Q2 2014 | $3,551,000 | -28.6% | 53,547 | -32.0% | 0.00% | 0.0% |
Q1 2014 | $4,970,000 | -20.8% | 78,743 | -21.8% | 0.00% | -33.3% |
Q4 2013 | $6,278,000 | +20.6% | 100,731 | +11.2% | 0.00% | +50.0% |
Q3 2013 | $5,207,000 | +55.9% | 90,569 | +53.0% | 0.00% | 0.0% |
Q2 2013 | $3,341,000 | – | 59,200 | – | 0.00% | – |
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% |