VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,424 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,663,209 | +18.5% | 22,455 | +20.8% | 0.11% | +1.8% |
| Q1 2024 | $2,248,363 | +10.8% | 18,583 | +2.3% | 0.11% | -12.8% |
| Q4 2023 | $2,028,729 | +2.1% | 18,174 | -5.5% | 0.12% | -10.7% |
| Q3 2023 | $1,986,572 | -1.4% | 19,227 | +1.3% | 0.14% | +6.1% |
| Q2 2023 | $2,014,118 | -41.1% | 18,989 | -41.4% | 0.13% | -29.8% |
| Q1 2023 | $3,418,510 | -1.9% | 32,403 | +0.7% | 0.19% | -17.2% |
| Q4 2022 | $3,483,312 | +19.9% | 32,190 | +5.1% | 0.23% | +8.1% |
| Q3 2022 | $2,906,000 | -7.9% | 30,632 | -1.3% | 0.21% | -5.8% |
| Q2 2022 | $3,155,000 | -10.6% | 31,027 | -1.3% | 0.22% | +3.2% |
| Q1 2022 | $3,530,000 | -1.3% | 31,448 | -1.4% | 0.22% | -3.1% |
| Q4 2021 | $3,577,000 | +87.2% | 31,905 | +72.6% | 0.22% | +52.7% |
| Q3 2021 | $1,911,000 | +9.8% | 18,486 | +11.2% | 0.15% | +9.0% |
| Q2 2021 | $1,741,000 | +44.0% | 16,620 | +39.0% | 0.13% | +30.1% |
| Q1 2021 | $1,209,000 | +52.7% | 11,957 | +38.1% | 0.10% | +37.3% |
| Q4 2020 | $792,000 | +74.1% | 8,657 | +65.6% | 0.08% | -47.2% |
| Q3 2018 | $455,000 | +4.8% | 5,227 | 0.0% | 0.14% | +3.6% |
| Q2 2018 | $434,000 | – | 5,227 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 15,133,322 | $1,610,342,444 | 37.26% |
| HARVEST VOLATILITY MANAGEMENT LLC | 8,738 | $1,036,327 | 24.83% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 17,468 | $2,071,704 | 18.87% |
| Operose Advisors LLC | 438,803 | $52,042,067 | 18.43% |
| Ariston Services Group | 144,073 | $17,087,058 | 16.46% |
| Benchmark Wealth Management, LLC | 242,905 | $28,808,575 | 15.35% |
| MARINO, STRAM & ASSOCIATES LLC | 529,423 | $62,789,542 | 15.34% |
| ACT WEALTH MANAGEMENT, LLC | 236,726 | $28,075,646 | 13.81% |
| CVS HEALTH Corp | 252,032 | $29,890,995 | 13.78% |
| Piedmont Capital Management, LLC | 166,031 | $19,911,537 | 13.51% |