VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 861 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $421 | -1.9% | 3,546 | 0.0% | 0.04% | -5.4% |
| Q1 2024 | $429 | +8.3% | 3,546 | 0.0% | 0.04% | -5.1% |
| Q4 2023 | $396 | +10.6% | 3,546 | +2.4% | 0.04% | +8.3% |
| Q3 2023 | $358 | -2.5% | 3,464 | 0.0% | 0.04% | -2.7% |
| Q2 2023 | $367 | +1.9% | 3,464 | +1.4% | 0.04% | -2.6% |
| Q1 2023 | $360 | +10.1% | 3,415 | +13.2% | 0.04% | 0.0% |
| Q4 2022 | $327 | -99.9% | 3,018 | +9.5% | 0.04% | +18.8% |
| Q3 2022 | $262,000 | +4.4% | 2,757 | +11.8% | 0.03% | +6.7% |
| Q2 2022 | $251,000 | -10.7% | 2,466 | -1.4% | 0.03% | +3.4% |
| Q1 2022 | $281,000 | -2.8% | 2,501 | -3.0% | 0.03% | 0.0% |
| Q4 2021 | $289,000 | +4.3% | 2,578 | -3.9% | 0.03% | -3.3% |
| Q3 2021 | $277,000 | -8.3% | 2,683 | -6.8% | 0.03% | -6.2% |
| Q2 2021 | $302,000 | -1.0% | 2,880 | -4.4% | 0.03% | -5.9% |
| Q1 2021 | $305,000 | +7.8% | 3,013 | -2.4% | 0.03% | -5.6% |
| Q4 2020 | $283,000 | +11.0% | 3,088 | -2.0% | 0.04% | 0.0% |
| Q3 2020 | $255,000 | +2.8% | 3,150 | 0.0% | 0.04% | -7.7% |
| Q2 2020 | $248,000 | +11.2% | 3,150 | 0.0% | 0.04% | -4.9% |
| Q1 2020 | $223,000 | -24.4% | 3,150 | 0.0% | 0.04% | +2.5% |
| Q4 2019 | $295,000 | +5.7% | 3,150 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $279,000 | +1.5% | 3,150 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $275,000 | +1.9% | 3,150 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $270,000 | +5.1% | 3,150 | -4.5% | 0.04% | +2.6% |
| Q4 2018 | $257,000 | -13.5% | 3,300 | -3.5% | 0.04% | -9.3% |
| Q3 2018 | $297,000 | +4.6% | 3,419 | 0.0% | 0.04% | +13.2% |
| Q2 2018 | $284,000 | -4.4% | 3,419 | -5.0% | 0.04% | -7.3% |
| Q1 2018 | $297,000 | -3.6% | 3,600 | 0.0% | 0.04% | -8.9% |
| Q4 2017 | $308,000 | +2.7% | 3,600 | -2.7% | 0.04% | 0.0% |
| Q3 2017 | $300,000 | +1.0% | 3,700 | -2.6% | 0.04% | 0.0% |
| Q2 2017 | $297,000 | -0.7% | 3,800 | -1.3% | 0.04% | -6.2% |
| Q1 2017 | $299,000 | +2.4% | 3,850 | 0.0% | 0.05% | -4.0% |
| Q4 2016 | $292,000 | +5.0% | 3,850 | 0.0% | 0.05% | -9.1% |
| Q3 2016 | $278,000 | -49.5% | 3,850 | -50.0% | 0.06% | +10.0% |
| Q2 2016 | $550,000 | +106.8% | 7,700 | +100.0% | 0.05% | +4.2% |
| Q1 2016 | $266,000 | +3.5% | 3,850 | 0.0% | 0.05% | +4.3% |
| Q4 2015 | $257,000 | +6.6% | 3,850 | 0.0% | 0.05% | -2.1% |
| Q3 2015 | $241,000 | -97.0% | 3,850 | -97.0% | 0.05% | -97.6% |
| Q4 2013 | $8,084,000 | +24.0% | 129,718 | +14.4% | 1.92% | +20.1% |
| Q3 2013 | $6,518,000 | +2.0% | 113,378 | 0.0% | 1.60% | -4.9% |
| Q2 2013 | $6,391,000 | – | 113,378 | – | 1.69% | – |
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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% |