VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 923 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $50,341,901 | -0.8% | 424,468 | +1.2% | 0.34% | -7.4% |
Q1 2024 | $50,735,727 | +14.1% | 419,338 | +5.3% | 0.36% | +5.5% |
Q4 2023 | $44,453,710 | +15.8% | 398,224 | +7.2% | 0.35% | +0.9% |
Q3 2023 | $38,397,066 | -3.4% | 371,633 | -0.1% | 0.34% | -0.9% |
Q2 2023 | $39,757,490 | -7.2% | 371,960 | -8.4% | 0.35% | -15.4% |
Q1 2023 | $42,821,861 | +467.8% | 405,892 | +0.6% | 0.41% | +7.6% |
Q4 2022 | $7,542,180 | -78.1% | 403,513 | +11.1% | 0.38% | -4.0% |
Q3 2022 | $34,460,000 | -3.9% | 363,202 | +3.1% | 0.40% | +23.8% |
Q2 2022 | $35,841,000 | -6.1% | 352,415 | +3.6% | 0.32% | +9.6% |
Q1 2022 | $38,166,000 | -10.8% | 340,010 | -10.9% | 0.29% | -9.0% |
Q4 2021 | $42,798,000 | -3.1% | 381,750 | -10.7% | 0.32% | +14.2% |
Q3 2021 | $44,180,000 | +24.3% | 427,485 | +26.0% | 0.28% | -9.4% |
Q2 2021 | $35,551,000 | +13.1% | 339,323 | +9.2% | 0.31% | +3.3% |
Q1 2021 | $31,423,000 | +13.5% | 310,841 | +2.7% | 0.30% | +3.8% |
Q4 2020 | $27,687,000 | -1.6% | 302,556 | -13.5% | 0.29% | -21.0% |
Q3 2020 | $28,145,000 | -3.2% | 349,746 | -5.3% | 0.37% | -9.4% |
Q2 2020 | $29,089,000 | +26.3% | 369,244 | +13.4% | 0.40% | -4.5% |
Q1 2020 | $23,034,000 | -0.2% | 325,570 | +32.1% | 0.42% | +17.8% |
Q4 2019 | $23,087,000 | +17.6% | 246,364 | +11.7% | 0.36% | +17.7% |
Q3 2019 | $19,640,000 | +8.9% | 220,580 | +6.9% | 0.30% | -6.4% |
Q2 2019 | $18,030,000 | +23.0% | 206,343 | +20.7% | 0.33% | +12.8% |
Q1 2019 | $14,653,000 | -5.1% | 170,961 | -13.6% | 0.29% | -22.3% |
Q4 2018 | $15,433,000 | +14.5% | 197,891 | +27.9% | 0.37% | +34.8% |
Q3 2018 | $13,479,000 | +109.5% | 154,765 | +99.7% | 0.28% | +160.4% |
Q2 2018 | $6,433,000 | -5.0% | 77,495 | -5.6% | 0.11% | -60.0% |
Q1 2018 | $6,772,000 | +7.5% | 82,089 | +13.6% | 0.26% | -0.4% |
Q4 2017 | $6,297,000 | -44.6% | 72,267 | -47.9% | 0.27% | -5.3% |
Q3 2017 | $11,358,000 | +4.4% | 138,648 | -0.5% | 0.28% | -4.4% |
Q2 2017 | $10,876,000 | +11.7% | 139,312 | +10.7% | 0.29% | +8.1% |
Q1 2017 | $9,734,000 | -3.3% | 125,798 | -5.2% | 0.27% | -17.6% |
Q4 2016 | $10,061,000 | +2.9% | 132,639 | -3.1% | 0.33% | -17.3% |
Q3 2016 | $9,778,000 | +7.9% | 136,865 | +7.9% | 0.40% | +9.0% |
Q2 2016 | $9,062,000 | +7.7% | 126,799 | +4.0% | 0.37% | -10.1% |
Q1 2016 | $8,418,000 | +124.0% | 121,924 | +116.6% | 0.41% | +126.1% |
Q4 2015 | $3,758,000 | +2.7% | 56,302 | -3.6% | 0.18% | -10.4% |
Q3 2015 | $3,658,000 | -2.0% | 58,387 | +5.4% | 0.20% | +13.6% |
Q2 2015 | $3,731,000 | +5.2% | 55,421 | +6.7% | 0.18% | -13.2% |
Q1 2015 | $3,548,000 | -11.4% | 51,953 | -10.8% | 0.20% | -20.9% |
Q4 2014 | $4,003,000 | +20.2% | 58,219 | +16.1% | 0.26% | +12.2% |
Q3 2014 | $3,329,000 | +0.0% | 50,135 | -0.1% | 0.23% | -19.6% |
Q2 2014 | $3,328,000 | +16.4% | 50,187 | +10.8% | 0.29% | -5.0% |
Q1 2014 | $2,859,000 | +65.2% | 45,298 | +63.1% | 0.30% | +56.0% |
Q4 2013 | $1,731,000 | – | 27,775 | – | 0.19% | – |
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% |
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% |