VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $680,223 | -6.9% | 6,765 | +0.4% | 0.32% | -1.6% |
Q2 2023 | $731,008 | +3.0% | 6,737 | -1.4% | 0.32% | -0.3% |
Q1 2023 | $709,397 | -9.8% | 6,834 | -4.2% | 0.32% | -6.4% |
Q4 2022 | $786,391 | +8.9% | 7,132 | +0.2% | 0.34% | +1.2% |
Q3 2022 | $722,000 | -14.6% | 7,121 | -13.6% | 0.34% | -12.1% |
Q2 2022 | $845,000 | -11.5% | 8,244 | -2.1% | 0.39% | -0.8% |
Q1 2022 | $955,000 | +3.0% | 8,425 | +0.1% | 0.39% | 0.0% |
Q4 2021 | $927,000 | 0.0% | 8,418 | +0.1% | 0.39% | +4.8% |
Q3 2021 | $927,000 | +21.5% | 8,406 | +14.6% | 0.37% | +13.4% |
Q2 2021 | $763,000 | +1.1% | 7,333 | +0.2% | 0.33% | -2.1% |
Q1 2021 | $755,000 | +17.6% | 7,321 | +8.5% | 0.34% | +6.3% |
Q4 2020 | $642,000 | +8.4% | 6,749 | -0.0% | 0.32% | +1.9% |
Q3 2020 | $592,000 | +23.6% | 6,751 | +15.8% | 0.31% | +13.6% |
Q2 2020 | $479,000 | +8.4% | 5,829 | +5.1% | 0.27% | +0.7% |
Q1 2020 | $442,000 | +13.9% | 5,546 | +32.2% | 0.27% | +24.3% |
Q4 2019 | $388,000 | – | 4,194 | – | 0.22% | – |
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% |