VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $935 | -2.6% | 9,052 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $960 | -48.3% | 9,052 | -48.6% | 0.12% | -51.2% |
| Q1 2023 | $1,856 | -2.7% | 17,597 | -0.2% | 0.25% | -14.2% |
| Q4 2022 | $1,908 | -99.9% | 17,631 | 0.0% | 0.30% | +13.0% |
| Q3 2022 | $1,673,000 | -6.7% | 17,631 | 0.0% | 0.26% | +83.2% |
| Q2 2022 | $1,793,000 | -9.4% | 17,631 | 0.0% | 0.14% | +44.4% |
| Q1 2022 | $1,979,000 | -0.7% | 17,631 | -0.8% | 0.10% | -2.9% |
| Q4 2021 | $1,993,000 | +8.5% | 17,777 | 0.0% | 0.10% | +6.2% |
| Q3 2021 | $1,837,000 | -1.3% | 17,777 | 0.0% | 0.10% | +7.9% |
| Q2 2021 | $1,862,000 | +3.6% | 17,777 | 0.0% | 0.09% | +1.1% |
| Q1 2021 | $1,797,000 | +10.4% | 17,777 | 0.0% | 0.09% | -6.4% |
| Q4 2020 | $1,627,000 | -17.3% | 17,777 | -26.9% | 0.09% | -23.6% |
| Q3 2020 | $1,967,000 | -48.2% | 24,307 | -49.6% | 0.12% | -14.6% |
| Q2 2020 | $3,800,000 | +90.1% | 48,226 | +70.7% | 0.14% | -17.2% |
| Q1 2020 | $1,999,000 | -40.1% | 28,259 | -20.7% | 0.17% | -36.5% |
| Q4 2019 | $3,338,000 | +6.6% | 35,622 | +0.9% | 0.27% | -15.7% |
| Q3 2019 | $3,132,000 | +0.7% | 35,299 | -0.8% | 0.32% | -8.5% |
| Q2 2019 | $3,110,000 | +1.9% | 35,596 | -0.1% | 0.36% | +25.0% |
| Q1 2019 | $3,052,000 | +9.8% | 35,632 | +0.0% | 0.28% | +44.2% |
| Q4 2018 | $2,779,000 | -10.4% | 35,629 | +0.0% | 0.20% | +1.0% |
| Q3 2018 | $3,102,000 | +0.3% | 35,623 | -4.4% | 0.20% | -12.9% |
| Q2 2018 | $3,094,000 | -2.3% | 37,271 | -2.9% | 0.22% | -14.2% |
| Q1 2018 | $3,167,000 | +59.4% | 38,394 | +65.5% | 0.26% | +44.2% |
| Q4 2017 | $1,987,000 | +16.1% | 23,200 | +9.9% | 0.18% | +36.1% |
| Q3 2017 | $1,711,000 | +5.0% | 21,102 | +1.2% | 0.13% | -10.1% |
| Q2 2017 | $1,630,000 | +65.0% | 20,861 | +64.1% | 0.15% | +34.5% |
| Q1 2017 | $988,000 | +27.8% | 12,716 | +24.8% | 0.11% | +6.8% |
| Q4 2016 | $773,000 | +5.6% | 10,192 | +0.4% | 0.10% | +8.4% |
| Q3 2016 | $732,000 | +2.5% | 10,147 | +1.5% | 0.10% | +26.7% |
| Q2 2016 | $714,000 | +6.2% | 9,993 | +2.6% | 0.08% | -6.2% |
| Q1 2016 | $672,000 | +50.7% | 9,738 | +45.9% | 0.08% | +12.7% |
| Q4 2015 | $446,000 | -70.5% | 6,675 | -72.3% | 0.07% | -73.9% |
| Q3 2015 | $1,511,000 | -3.0% | 24,124 | +4.3% | 0.27% | -36.3% |
| Q2 2015 | $1,557,000 | -23.5% | 23,124 | -22.3% | 0.43% | -52.1% |
| Q1 2015 | $2,034,000 | -14.2% | 29,779 | -13.6% | 0.89% | +27.1% |
| Q4 2014 | $2,370,000 | -32.0% | 34,467 | -34.3% | 0.70% | -37.2% |
| Q3 2014 | $3,486,000 | -21.4% | 52,487 | -21.5% | 1.12% | -13.8% |
| Q2 2014 | $4,436,000 | +4.8% | 66,901 | -0.2% | 1.30% | -4.0% |
| Q1 2014 | $4,232,000 | +1.1% | 67,046 | -0.2% | 1.35% | -1.5% |
| Q4 2013 | $4,187,000 | +7.6% | 67,186 | -0.7% | 1.37% | +11.9% |
| Q3 2013 | $3,890,000 | +1.4% | 67,662 | -0.6% | 1.23% | -6.8% |
| Q2 2013 | $3,837,000 | – | 68,064 | – | 1.32% | – |
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% |