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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $400,660 | -35.3% | 3,590 | -40.1% | 0.03% | -39.1% |
| Q3 2023 | $618,896 | -9.6% | 5,990 | -7.2% | 0.05% | -8.0% |
| Q2 2023 | $684,461 | +14.5% | 6,453 | +13.9% | 0.05% | +25.0% |
| Q1 2023 | $597,593 | +16.7% | 5,665 | +19.7% | 0.04% | +8.1% |
| Q4 2022 | $512,253 | +33.1% | 4,734 | +16.8% | 0.04% | +23.3% |
| Q3 2022 | $385,000 | -5.9% | 4,052 | +0.7% | 0.03% | 0.0% |
| Q2 2022 | $409,000 | -8.7% | 4,022 | +0.9% | 0.03% | 0.0% |
| Q1 2022 | $448,000 | +0.7% | 3,988 | +0.6% | 0.03% | +7.1% |
| Q4 2021 | $445,000 | +9.6% | 3,965 | +0.8% | 0.03% | 0.0% |
| Q3 2021 | $406,000 | -0.7% | 3,932 | +0.7% | 0.03% | +3.7% |
| Q2 2021 | $409,000 | +11.7% | 3,903 | +7.7% | 0.03% | +3.8% |
| Q1 2021 | $366,000 | – | 3,625 | – | 0.03% | – |
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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% |