VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71,658,705 | +4.6% | 693,561 | +7.3% | 0.61% | +5.7% |
| Q2 2023 | $68,532,587 | +9.1% | 646,107 | +8.6% | 0.58% | -7.8% |
| Q1 2023 | $62,791,812 | +17.7% | 595,183 | +20.7% | 0.63% | +6.6% |
| Q4 2022 | $53,366,011 | +46.0% | 493,171 | +28.0% | 0.59% | +27.9% |
| Q3 2022 | $36,561,000 | -3.2% | 385,343 | +3.8% | 0.46% | -10.6% |
| Q2 2022 | $37,759,000 | -9.0% | 371,282 | +0.4% | 0.52% | -2.3% |
| Q1 2022 | $41,491,000 | +64.8% | 369,629 | +64.6% | 0.53% | +48.2% |
| Q4 2021 | $25,181,000 | +8.6% | 224,610 | +0.1% | 0.36% | -7.8% |
| Q3 2021 | $23,195,000 | -2.9% | 224,432 | -1.6% | 0.39% | -12.4% |
| Q2 2021 | $23,890,000 | +0.1% | 228,021 | -3.4% | 0.44% | -9.8% |
| Q1 2021 | $23,856,000 | +9.6% | 235,989 | -0.8% | 0.49% | -14.2% |
| Q4 2020 | $21,767,000 | +13.0% | 237,867 | -0.0% | 0.57% | -1.6% |
| Q3 2020 | $19,259,000 | -2.2% | 237,966 | -4.8% | 0.58% | -4.4% |
| Q2 2020 | $19,692,000 | +8.5% | 249,963 | -2.5% | 0.61% | +0.7% |
| Q1 2020 | $18,142,000 | -26.4% | 256,430 | -2.5% | 0.60% | -30.4% |
| Q4 2019 | $24,643,000 | +6.5% | 262,972 | +0.8% | 0.87% | -1.9% |
| Q3 2019 | $23,140,000 | -1.3% | 260,795 | -2.8% | 0.88% | -3.5% |
| Q2 2019 | $23,452,000 | +0.8% | 268,391 | -1.2% | 0.92% | -9.2% |
| Q1 2019 | $23,272,000 | +3.1% | 271,677 | -6.2% | 1.01% | -9.6% |
| Q4 2018 | $22,582,000 | -11.8% | 289,551 | -1.5% | 1.12% | -3.9% |
| Q3 2018 | $25,605,000 | -2.4% | 294,005 | -6.9% | 1.16% | -7.6% |
| Q2 2018 | $26,239,000 | -9.7% | 315,937 | -10.3% | 1.26% | -43.9% |
| Q1 2018 | $29,046,000 | -74.1% | 352,110 | -73.1% | 2.24% | -74.4% |
| Q4 2017 | $112,021,000 | +7.4% | 1,308,196 | +1.7% | 8.74% | +1.6% |
| Q3 2017 | $104,303,000 | +9.6% | 1,286,580 | +5.7% | 8.60% | +2.3% |
| Q2 2017 | $95,127,000 | +5.6% | 1,217,082 | +4.9% | 8.40% | -0.9% |
| Q1 2017 | $90,086,000 | -12.0% | 1,160,156 | -14.1% | 8.48% | -18.2% |
| Q4 2016 | $102,331,000 | +10.2% | 1,350,549 | +5.0% | 10.37% | +6.2% |
| Q3 2016 | $92,832,000 | +6.4% | 1,286,836 | +5.4% | 9.76% | -0.2% |
| Q2 2016 | $87,268,000 | +30.8% | 1,221,211 | +26.4% | 9.78% | +17.2% |
| Q1 2016 | $66,720,000 | +122.3% | 966,392 | +114.9% | 8.35% | +53.9% |
| Q4 2015 | $30,014,000 | +570.9% | 449,650 | +529.7% | 5.42% | +240.7% |
| Q3 2015 | $4,474,000 | +49.7% | 71,407 | +60.8% | 1.59% | +49.2% |
| Q2 2015 | $2,989,000 | +26.0% | 44,394 | +27.8% | 1.07% | +21.0% |
| Q1 2015 | $2,373,000 | +62.1% | 34,748 | +63.2% | 0.88% | +59.2% |
| Q4 2014 | $1,464,000 | +27.9% | 21,298 | +23.6% | 0.55% | +24.5% |
| Q3 2014 | $1,145,000 | +165.0% | 17,235 | +164.3% | 0.44% | +128.2% |
| Q2 2014 | $432,000 | – | 6,520 | – | 0.20% | – |
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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% |