VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,537,000 | -5.7% | 163,754 | +1.7% | 0.67% | -3.7% |
| Q2 2022 | $16,477,000 | +9.7% | 160,991 | +20.1% | 0.69% | +20.3% |
| Q1 2022 | $15,014,000 | +57.4% | 134,004 | +58.0% | 0.58% | +29.1% |
| Q4 2021 | $9,541,000 | -19.4% | 84,792 | -26.0% | 0.45% | -22.7% |
| Q3 2021 | $11,839,000 | +6.8% | 114,557 | +8.2% | 0.58% | +14.9% |
| Q2 2021 | $11,090,000 | +15.2% | 105,846 | +11.2% | 0.50% | +0.2% |
| Q1 2021 | $9,623,000 | +27.5% | 95,190 | +15.4% | 0.50% | +24.6% |
| Q4 2020 | $7,548,000 | +17.1% | 82,482 | +3.5% | 0.40% | -24.5% |
| Q3 2020 | $6,448,000 | +11.8% | 79,676 | +8.7% | 0.53% | +0.4% |
| Q2 2020 | $5,770,000 | +1.5% | 73,285 | -12.1% | 0.53% | +3.5% |
| Q1 2020 | $5,686,000 | -25.3% | 83,381 | +2.7% | 0.51% | -6.4% |
| Q4 2019 | $7,613,000 | +18.4% | 81,222 | +10.6% | 0.55% | +12.3% |
| Q3 2019 | $6,432,000 | +3.5% | 73,422 | +3.5% | 0.49% | +4.5% |
| Q2 2019 | $6,216,000 | +5.3% | 70,938 | +3.8% | 0.47% | -6.2% |
| Q1 2019 | $5,903,000 | +21.7% | 68,346 | +13.0% | 0.50% | +15.5% |
| Q4 2018 | $4,850,000 | +38.5% | 60,460 | +43.3% | 0.43% | -30.3% |
| Q2 2018 | $3,503,000 | -4.0% | 42,183 | -4.7% | 0.62% | +175.6% |
| Q1 2018 | $3,650,000 | +155.4% | 44,251 | +165.1% | 0.22% | +50.0% |
| Q4 2017 | $1,429,000 | -40.3% | 16,690 | -47.1% | 0.15% | -61.3% |
| Q4 2016 | $2,392,000 | +87.5% | 31,571 | +76.9% | 0.39% | +61.0% |
| Q2 2016 | $1,276,000 | -13.7% | 17,850 | -19.4% | 0.24% | -75.7% |
| Q4 2015 | $1,478,000 | +37.1% | 22,144 | +28.7% | 0.99% | +140.2% |
| Q3 2015 | $1,078,000 | -99.9% | 17,207 | -9.8% | 0.41% | -34.2% |
| Q2 2015 | $1,284,398,000 | +300.8% | 19,079 | +309.3% | 0.63% | +324.3% |
| Q4 2014 | $320,444,000 | – | 4,661 | – | 0.15% | – |
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% |