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 | $1,613,548 | +21.9% | 15,617 | +24.5% | 0.79% | +11.6% |
| Q2 2023 | $1,323,181 | +99913.7% | 12,542 | 0.0% | 0.70% | +0.1% |
| Q1 2023 | $1,323 | +3.0% | 12,542 | +5.6% | 0.70% | -1.3% |
| Q4 2022 | $1,285 | -99.9% | 11,879 | +2.3% | 0.71% | -50.2% |
| Q3 2022 | $1,101,000 | +10.5% | 11,609 | +18.6% | 1.43% | +16.7% |
| Q2 2022 | $996,000 | -7.0% | 9,789 | +2.6% | 1.23% | +3.4% |
| Q1 2022 | $1,071,000 | +0.2% | 9,539 | 0.0% | 1.19% | -2.1% |
| Q4 2021 | $1,069,000 | +8.4% | 9,539 | 0.0% | 1.21% | +1.2% |
| Q3 2021 | $986,000 | -1.3% | 9,539 | 0.0% | 1.20% | -3.6% |
| Q2 2021 | $999,000 | +69.3% | 9,539 | +63.5% | 1.24% | +48.4% |
| Q1 2021 | $590,000 | +10.5% | 5,833 | 0.0% | 0.84% | -5.0% |
| Q4 2020 | $534,000 | +13.1% | 5,833 | 0.0% | 0.88% | -2.8% |
| Q3 2020 | $472,000 | +44.8% | 5,833 | +40.9% | 0.91% | +12.0% |
| Q2 2020 | $326,000 | +32.5% | 4,140 | +19.2% | 0.81% | +18.6% |
| Q1 2020 | $246,000 | -11.5% | 3,474 | +17.0% | 0.68% | -23.3% |
| Q4 2019 | $278,000 | +5.3% | 2,970 | 0.0% | 0.89% | +0.2% |
| Q3 2019 | $264,000 | +1.5% | 2,970 | 0.0% | 0.89% | +0.3% |
| Q2 2019 | $260,000 | +2.4% | 2,970 | 0.0% | 0.89% | -1.7% |
| Q1 2019 | $254,000 | +9.5% | 2,970 | 0.0% | 0.90% | +1.6% |
| Q4 2018 | $232,000 | -10.4% | 2,970 | 0.0% | 0.89% | +0.1% |
| Q3 2018 | $259,000 | +4.9% | 2,970 | 0.0% | 0.89% | -4.2% |
| Q2 2018 | $247,000 | +0.8% | 2,970 | 0.0% | 0.93% | -4.7% |
| Q1 2018 | $245,000 | -3.5% | 2,970 | 0.0% | 0.97% | -3.2% |
| Q4 2017 | $254,000 | +5.4% | 2,970 | 0.0% | 1.00% | -1.8% |
| Q3 2017 | $241,000 | +3.9% | 2,970 | 0.0% | 1.02% | -7.5% |
| Q2 2017 | $232,000 | +0.4% | 2,970 | 0.0% | 1.10% | +2.5% |
| Q1 2017 | $231,000 | +2.7% | 2,970 | 0.0% | 1.08% | -3.6% |
| Q4 2016 | $225,000 | +5.1% | 2,970 | 0.0% | 1.12% | +0.1% |
| Q3 2016 | $214,000 | +0.9% | 2,970 | 0.0% | 1.12% | -1.0% |
| Q2 2016 | $212,000 | +3.4% | 2,970 | 0.0% | 1.13% | -0.2% |
| Q1 2016 | $205,000 | +49.6% | 2,970 | +44.5% | 1.13% | +40.4% |
| Q4 2015 | $137,000 | +6.2% | 2,055 | 0.0% | 0.80% | +6.3% |
| Q3 2015 | $129,000 | +760.0% | 2,055 | +793.5% | 0.76% | +696.8% |
| Q2 2015 | $15,000 | +114.3% | 230 | +130.0% | 0.10% | +106.5% |
| Q1 2015 | $7,000 | 0.0% | 100 | 0.0% | 0.05% | -4.2% |
| Q4 2014 | $7,000 | 0.0% | 100 | 0.0% | 0.05% | -11.1% |
| Q3 2014 | $7,000 | 0.0% | 100 | 0.0% | 0.05% | -1.8% |
| Q2 2014 | $7,000 | +16.7% | 100 | 0.0% | 0.06% | +14.6% |
| Q1 2014 | $6,000 | 0.0% | 100 | 0.0% | 0.05% | -18.6% |
| Q4 2013 | $6,000 | – | 100 | – | 0.06% | – |
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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% |
| 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% |