VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,420 | -52.9% | 20,000 | -56.5% | 1.28% | -74.4% |
| Q4 2023 | $5,135 | +13.0% | 46,000 | +4.5% | 4.97% | +50.0% |
| Q3 2023 | $4,546 | -17.6% | 44,000 | -15.4% | 3.31% | -11.3% |
| Q2 2023 | $5,516 | +8.9% | 52,000 | +8.3% | 3.74% | +67.7% |
| Q1 2023 | $5,064 | -36.8% | 48,000 | -35.1% | 2.23% | -43.9% |
| Q4 2022 | $8,008 | -99.9% | 74,000 | +2.8% | 3.97% | -4.7% |
| Q3 2022 | $6,831,000 | -6.7% | 72,000 | 0.0% | 4.17% | +34.5% |
| Q2 2022 | $7,322,000 | +133.3% | 72,000 | +157.1% | 3.10% | +12.9% |
| Q4 2021 | $3,139,000 | -47.6% | 28,000 | -51.7% | 2.75% | -17.3% |
| Q3 2021 | $5,994,000 | -1.4% | 58,000 | 0.0% | 3.32% | -17.3% |
| Q2 2021 | $6,077,000 | +1.5% | 58,000 | -2.0% | 4.02% | +17.4% |
| Q1 2021 | $5,985,000 | +10.5% | 59,200 | 0.0% | 3.42% | -30.8% |
| Q4 2020 | $5,417,000 | +13.1% | 59,200 | 0.0% | 4.94% | +30.2% |
| Q3 2020 | $4,791,000 | +27.8% | 59,200 | +11.7% | 3.80% | +26.6% |
| Q1 2020 | $3,750,000 | -24.5% | 53,000 | 0.0% | 3.00% | -36.3% |
| Q4 2019 | $4,967,000 | +5.6% | 53,000 | 0.0% | 4.71% | +5.3% |
| Q3 2019 | $4,703,000 | +1.6% | 53,000 | 0.0% | 4.48% | -2.3% |
| Q2 2019 | $4,631,000 | +2.0% | 53,000 | 0.0% | 4.58% | +0.1% |
| Q1 2019 | $4,540,000 | +9.8% | 53,000 | 0.0% | 4.58% | -3.7% |
| Q4 2018 | $4,133,000 | -10.5% | 53,000 | 0.0% | 4.75% | -2.4% |
| Q3 2018 | $4,616,000 | +4.9% | 53,000 | 0.0% | 4.87% | +5.0% |
| Q2 2018 | $4,402,000 | +0.7% | 53,000 | 0.0% | 4.63% | -4.1% |
| Q1 2018 | $4,372,000 | -3.7% | 53,000 | 0.0% | 4.83% | +3.1% |
| Q4 2017 | $4,538,000 | +5.6% | 53,000 | 0.0% | 4.69% | +3.6% |
| Q3 2017 | $4,297,000 | +3.7% | 53,000 | 0.0% | 4.52% | +2.4% |
| Q2 2017 | $4,142,000 | +0.7% | 53,000 | 0.0% | 4.42% | +75.9% |
| Q1 2017 | $4,115,000 | +2.5% | 53,000 | 0.0% | 2.51% | -0.0% |
| Q4 2016 | $4,016,000 | +5.0% | 53,000 | 0.0% | 2.51% | +68.4% |
| Q3 2016 | $3,823,000 | +1.0% | 53,000 | 0.0% | 1.49% | +10.6% |
| Q2 2016 | $3,787,000 | – | 53,000 | – | 1.35% | – |
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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% |