VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,306,994 | -2.0% | 44,747 | 0.0% | 0.34% | -4.0% |
| Q1 2024 | $5,413,940 | +7.9% | 44,747 | -0.5% | 0.35% | +2.0% |
| Q4 2023 | $5,019,443 | -74.7% | 44,965 | -76.6% | 0.34% | -76.6% |
| Q3 2023 | $19,878,458 | -11.5% | 192,397 | -9.1% | 1.46% | -7.9% |
| Q2 2023 | $22,451,519 | +3572.3% | 211,667 | +3552.6% | 1.58% | +3420.0% |
| Q1 2023 | $611,372 | +97407.5% | 5,795 | 0.0% | 0.04% | -10.0% |
| Q4 2022 | $627 | -99.9% | 5,795 | +12.3% | 0.05% | +16.3% |
| Q3 2022 | $490,000 | +1860.0% | 5,161 | +1512.8% | 0.04% | +1333.3% |
| Q2 2020 | $25,000 | +31.6% | 320 | +58.4% | 0.00% | +50.0% |
| Q4 2019 | $19,000 | -70.3% | 202 | -71.9% | 0.00% | -71.4% |
| Q3 2019 | $64,000 | -26.4% | 720 | -28.0% | 0.01% | -30.0% |
| Q2 2019 | $87,000 | +1.2% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $86,000 | – | 1,000 | – | 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% |