VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 290 filers reported holding VANGUARD WHITEHALL FDS in Q3 2014. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,711,082 | +1.7% | 14,427 | +3.7% | 0.04% | -2.8% |
Q1 2024 | $1,682,447 | +8.9% | 13,906 | +0.5% | 0.04% | 0.0% |
Q4 2023 | $1,545,294 | +9.7% | 13,843 | +1.5% | 0.04% | -2.7% |
Q3 2023 | $1,409,211 | -6.5% | 13,639 | -4.1% | 0.04% | -5.1% |
Q2 2023 | $1,507,969 | +6.4% | 14,217 | +5.8% | 0.04% | 0.0% |
Q1 2023 | $1,417,816 | +91.7% | 13,439 | +96.6% | 0.04% | +77.3% |
Q4 2022 | $739,566 | +12.2% | 6,835 | -1.6% | 0.02% | -4.3% |
Q3 2022 | $659,000 | -5.2% | 6,944 | +1.6% | 0.02% | -4.2% |
Q2 2022 | $695,000 | -37.3% | 6,836 | -30.7% | 0.02% | -27.3% |
Q1 2022 | $1,108,000 | +31.7% | 9,871 | +31.6% | 0.03% | +26.9% |
Q4 2021 | $841,000 | +5.8% | 7,502 | -2.5% | 0.03% | -3.7% |
Q3 2021 | $795,000 | -0.9% | 7,693 | +0.5% | 0.03% | -15.6% |
Q2 2021 | $802,000 | +23.2% | 7,656 | +18.9% | 0.03% | +10.3% |
Q1 2021 | $651,000 | +21.7% | 6,440 | +10.1% | 0.03% | +16.0% |
Q4 2020 | $535,000 | +30.2% | 5,851 | +15.1% | 0.02% | +13.6% |
Q3 2020 | $411,000 | +67.8% | 5,083 | +63.1% | 0.02% | +46.7% |
Q2 2020 | $245,000 | -64.8% | 3,116 | -68.3% | 0.02% | -75.0% |
Q1 2020 | $696,000 | -60.0% | 9,841 | -47.1% | 0.06% | -53.5% |
Q4 2019 | $1,742,000 | +64.5% | 18,592 | +55.8% | 0.13% | +48.3% |
Q3 2019 | $1,059,000 | +519.3% | 11,936 | +509.6% | 0.09% | +480.0% |
Q2 2019 | $171,000 | +2.4% | 1,958 | +0.3% | 0.02% | +7.1% |
Q1 2019 | $167,000 | -28.9% | 1,952 | -35.3% | 0.01% | -36.4% |
Q4 2018 | $235,000 | +39.1% | 3,016 | +55.5% | 0.02% | +29.4% |
Q3 2018 | $169,000 | +37.4% | 1,939 | +30.8% | 0.02% | +21.4% |
Q2 2018 | $123,000 | +112.1% | 1,482 | +112.3% | 0.01% | +100.0% |
Q1 2018 | $58,000 | -90.7% | 698 | -91.2% | 0.01% | -92.3% |
Q2 2017 | $623,000 | -1.1% | 7,974 | -1.8% | 0.09% | -2.2% |
Q1 2017 | $630,000 | +869.2% | 8,119 | +804.1% | 0.09% | +933.3% |
Q3 2016 | $65,000 | +1.6% | 898 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $64,000 | +540.0% | 898 | +475.6% | 0.01% | +350.0% |
Q4 2015 | $10,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $10,000 | -87.0% | 156 | -86.3% | 0.00% | -88.2% |
Q2 2015 | $77,000 | +10.0% | 1,138 | +10.7% | 0.02% | 0.0% |
Q1 2015 | $70,000 | -1.4% | 1,028 | 0.0% | 0.02% | -5.6% |
Q4 2014 | $71,000 | +4.4% | 1,028 | 0.0% | 0.02% | -18.2% |
Q3 2014 | $68,000 | 0.0% | 1,028 | 0.0% | 0.02% | -8.3% |
Q2 2014 | $68,000 | +47.8% | 1,028 | +41.4% | 0.02% | +26.3% |
Q1 2014 | $46,000 | +318.2% | 727 | +272.8% | 0.02% | +216.7% |
Q2 2013 | $11,000 | – | 195 | – | 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% |