VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 603 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $34,233,143 | +5.6% | 288,643 | +7.7% | 1.98% | -1.9% |
Q1 2024 | $32,412,499 | +20.5% | 267,893 | +11.1% | 2.02% | +8.2% |
Q4 2023 | $26,909,423 | +17.5% | 241,058 | +8.8% | 1.86% | +0.6% |
Q3 2023 | $22,896,153 | +0.9% | 221,604 | +3.6% | 1.85% | +2.5% |
Q2 2023 | $22,686,915 | +5.0% | 213,886 | +4.4% | 1.81% | -5.0% |
Q1 2023 | $21,606,988 | +2.6% | 204,806 | +5.2% | 1.90% | -7.6% |
Q4 2022 | $21,062,718 | -35.6% | 194,647 | -39.2% | 2.06% | -25.0% |
Q3 2022 | $32,705,000 | +119.9% | 320,132 | +118.9% | 2.75% | +72.6% |
Q2 2022 | $14,872,000 | +81.7% | 146,238 | +89.3% | 1.59% | +99.2% |
Q1 2022 | $8,186,000 | -23.7% | 77,268 | -19.2% | 0.80% | -7.7% |
Q4 2021 | $10,727,000 | +13.6% | 95,687 | +4.7% | 0.87% | +4.1% |
Q3 2021 | $9,444,000 | +7.2% | 91,378 | +8.7% | 0.83% | +1.6% |
Q2 2021 | $8,808,000 | +12.4% | 84,076 | +8.5% | 0.82% | +2.6% |
Q1 2021 | $7,833,000 | +23.5% | 77,492 | +11.8% | 0.80% | +15.3% |
Q4 2020 | $6,345,000 | +32.4% | 69,340 | +17.0% | 0.69% | +11.4% |
Q3 2020 | $4,794,000 | +24.3% | 59,242 | +21.0% | 0.62% | +16.9% |
Q2 2020 | $3,857,000 | +17.9% | 48,963 | +5.8% | 0.53% | -10.0% |
Q1 2020 | $3,272,000 | -21.8% | 46,258 | +3.6% | 0.59% | -4.1% |
Q4 2019 | $4,184,000 | +9.3% | 44,650 | +3.5% | 0.62% | -2.2% |
Q3 2019 | $3,827,000 | +4.8% | 43,134 | +3.2% | 0.63% | +2.3% |
Q2 2019 | $3,652,000 | +6.4% | 41,799 | +4.3% | 0.62% | +2.3% |
Q1 2019 | $3,432,000 | +13.8% | 40,075 | +3.6% | 0.60% | -3.5% |
Q4 2018 | $3,015,000 | -6.3% | 38,670 | +4.6% | 0.62% | +7.0% |
Q3 2018 | $3,219,000 | +4.8% | 36,962 | -0.0% | 0.58% | -4.4% |
Q2 2018 | $3,071,000 | +7.2% | 36,978 | +6.5% | 0.61% | -2.6% |
Q1 2018 | $2,864,000 | +12.8% | 34,722 | +17.1% | 0.62% | +17.0% |
Q4 2017 | $2,539,000 | +15.7% | 29,660 | +9.6% | 0.53% | +7.2% |
Q3 2017 | $2,195,000 | +20.9% | 27,074 | +16.6% | 0.50% | +14.2% |
Q2 2017 | $1,815,000 | +27.5% | 23,225 | +26.7% | 0.44% | +20.4% |
Q1 2017 | $1,423,000 | +14.5% | 18,327 | +11.7% | 0.36% | +6.5% |
Q4 2016 | $1,243,000 | +81.5% | 16,407 | +72.7% | 0.34% | +74.4% |
Q3 2016 | $685,000 | +24.5% | 9,498 | +23.4% | 0.20% | +18.9% |
Q2 2016 | $550,000 | +1.7% | 7,698 | -1.9% | 0.16% | 0.0% |
Q1 2016 | $541,000 | +5.7% | 7,848 | +2.1% | 0.16% | +2.5% |
Q4 2015 | $512,000 | -11.0% | 7,683 | -16.4% | 0.16% | -12.6% |
Q3 2015 | $575,000 | +0.5% | 9,189 | +8.1% | 0.18% | +7.6% |
Q2 2015 | $572,000 | +6.3% | 8,498 | +7.8% | 0.17% | +8.3% |
Q1 2015 | $538,000 | +47.8% | 7,880 | +48.8% | 0.16% | +45.4% |
Q4 2014 | $364,000 | +451.5% | 5,295 | +434.8% | 0.11% | +414.3% |
Q3 2014 | $66,000 | – | 990 | – | 0.02% | – |
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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% |