VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,816,327 | -9.8% | 16,270 | -16.5% | 0.06% | -19.7% |
| Q3 2023 | $2,012,967 | -2.5% | 19,482 | +0.1% | 0.08% | +1.3% |
| Q2 2023 | $2,064,440 | -2.3% | 19,463 | -2.9% | 0.08% | -8.5% |
| Q1 2023 | $2,114,009 | +132108.2% | 20,038 | +35.6% | 0.08% | +22.4% |
| Q4 2022 | $1,599 | -99.9% | 14,780 | +11.5% | 0.07% | +17.5% |
| Q3 2022 | $1,258,000 | +9.9% | 13,260 | +17.8% | 0.06% | +18.8% |
| Q2 2022 | $1,145,000 | +17.1% | 11,260 | +29.2% | 0.05% | +41.2% |
| Q1 2022 | $978,000 | +13.2% | 8,713 | +13.0% | 0.03% | +21.4% |
| Q4 2021 | $864,000 | +88.6% | 7,710 | +73.8% | 0.03% | +75.0% |
| Q3 2021 | $458,000 | +45.9% | 4,435 | +47.8% | 0.02% | +45.5% |
| Q2 2021 | $314,000 | -2.8% | 3,000 | -6.2% | 0.01% | -8.3% |
| Q1 2021 | $323,000 | +17.5% | 3,200 | +6.7% | 0.01% | +9.1% |
| Q4 2020 | $275,000 | +13.2% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $243,000 | -55.9% | 3,000 | -57.1% | 0.01% | -60.7% |
| Q2 2020 | $551,000 | +159.9% | 7,000 | +133.3% | 0.03% | +133.3% |
| Q1 2020 | $212,000 | -24.6% | 3,000 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $281,000 | +5.6% | 3,000 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $266,000 | -43.9% | 3,000 | -44.6% | 0.01% | -47.8% |
| Q2 2019 | $474,000 | +84.4% | 5,420 | +80.7% | 0.02% | +76.9% |
| Q1 2019 | $257,000 | +9.8% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $234,000 | -10.3% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $261,000 | +4.8% | 3,000 | 0.0% | 0.01% | -18.8% |
| Q2 2018 | $249,000 | +0.8% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $247,000 | -3.9% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $257,000 | +5.8% | 3,000 | 0.0% | 0.02% | -15.8% |
| Q3 2017 | $243,000 | +3.8% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $234,000 | +0.4% | 3,000 | 0.0% | 0.02% | +5.6% |
| Q1 2017 | $233,000 | +2.6% | 3,000 | 0.0% | 0.02% | -5.3% |
| Q4 2016 | $227,000 | +5.1% | 3,000 | 0.0% | 0.02% | -24.0% |
| Q3 2016 | $216,000 | +0.9% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $214,000 | +3.4% | 3,000 | 0.0% | 0.02% | +8.7% |
| Q1 2016 | $207,000 | +3.5% | 3,000 | 0.0% | 0.02% | +9.5% |
| Q4 2015 | $200,000 | -26.5% | 3,000 | -25.9% | 0.02% | -19.2% |
| Q2 2015 | $272,000 | +32.7% | 4,047 | +34.9% | 0.03% | +44.4% |
| Q1 2015 | $205,000 | -0.5% | 3,000 | 0.0% | 0.02% | -5.3% |
| Q4 2014 | $206,000 | – | 3,000 | – | 0.02% | – |
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% |