VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,777,895 | -2.7% | 201,102 | -0.1% | 3.67% | -4.6% |
| Q2 2023 | $21,357,769 | +2.0% | 201,355 | +1.4% | 3.84% | -9.3% |
| Q1 2023 | $20,945,048 | -5.1% | 198,531 | -2.7% | 4.24% | -5.5% |
| Q4 2022 | $22,072,749 | +14.8% | 203,981 | +0.7% | 4.49% | +11.4% |
| Q3 2022 | $19,223,000 | -2.4% | 202,599 | +4.6% | 4.03% | +12.4% |
| Q2 2022 | $19,696,000 | -14.1% | 193,673 | -5.2% | 3.58% | -1.3% |
| Q1 2022 | $22,937,000 | +1.2% | 204,336 | +1.1% | 3.63% | +3.7% |
| Q4 2021 | $22,669,000 | +9.4% | 202,200 | +0.9% | 3.50% | +3.6% |
| Q3 2021 | $20,714,000 | -4.3% | 200,429 | -3.0% | 3.38% | -5.3% |
| Q2 2021 | $21,640,000 | +5.1% | 206,548 | +1.4% | 3.57% | -2.3% |
| Q1 2021 | $20,585,000 | +10.7% | 203,628 | +0.2% | 3.66% | +1.0% |
| Q4 2020 | $18,603,000 | +12.5% | 203,285 | -0.5% | 3.62% | +0.8% |
| Q3 2020 | $16,533,000 | +0.7% | 204,283 | -1.9% | 3.59% | -5.6% |
| Q2 2020 | $16,410,000 | +15.4% | 208,301 | +3.7% | 3.80% | -7.1% |
| Q1 2020 | $14,214,000 | +53.0% | 200,902 | +102.7% | 4.10% | +86.7% |
| Q4 2019 | $9,289,000 | +38.1% | 99,121 | +30.8% | 2.19% | +18.0% |
| Q3 2019 | $6,724,000 | -21.6% | 75,778 | -22.8% | 1.86% | -18.9% |
| Q2 2019 | $8,575,000 | -3.8% | 98,137 | -5.7% | 2.29% | -15.1% |
| Q1 2019 | $8,914,000 | -3.9% | 104,067 | -12.5% | 2.70% | -14.8% |
| Q4 2018 | $9,276,000 | +5.0% | 118,940 | +17.2% | 3.17% | +5.3% |
| Q3 2018 | $8,835,000 | -12.5% | 101,443 | -16.6% | 3.01% | -14.1% |
| Q2 2018 | $10,097,000 | -23.7% | 121,580 | -24.2% | 3.50% | -17.2% |
| Q1 2018 | $13,228,000 | -58.0% | 160,354 | -56.4% | 4.23% | -58.1% |
| Q4 2017 | $31,470,000 | -4.6% | 367,510 | -9.7% | 10.09% | -8.2% |
| Q3 2017 | $32,978,000 | +40.4% | 406,789 | +35.4% | 11.00% | +25.4% |
| Q2 2017 | $23,488,000 | +1.8% | 300,515 | +1.1% | 8.77% | -2.9% |
| Q1 2017 | $23,079,000 | -5.0% | 297,220 | -7.3% | 9.03% | -12.0% |
| Q4 2016 | $24,303,000 | +7.7% | 320,742 | +2.6% | 10.26% | +3.5% |
| Q3 2016 | $22,563,000 | +1.7% | 312,761 | +0.7% | 9.92% | -2.7% |
| Q2 2016 | $22,186,000 | +19.6% | 310,462 | +15.5% | 10.19% | +0.5% |
| Q1 2016 | $18,555,000 | +7.6% | 268,758 | +4.1% | 10.14% | +2.3% |
| Q4 2015 | $17,237,000 | +7.7% | 258,226 | +1.1% | 9.91% | -2.4% |
| Q3 2015 | $15,998,000 | +35.5% | 255,362 | +45.6% | 10.16% | +39.0% |
| Q2 2015 | $11,811,000 | +3.8% | 175,440 | +5.4% | 7.31% | +4.6% |
| Q1 2015 | $11,374,000 | +7.1% | 166,523 | +7.8% | 6.99% | -7.1% |
| Q4 2014 | $10,624,000 | +10.8% | 154,532 | +7.0% | 7.52% | +2.3% |
| Q3 2014 | $9,590,000 | +1.2% | 144,399 | +1.0% | 7.36% | -0.8% |
| Q2 2014 | $9,480,000 | +6.1% | 142,960 | +1.0% | 7.41% | -0.7% |
| Q1 2014 | $8,932,000 | +5.8% | 141,512 | +4.5% | 7.47% | +5.7% |
| Q4 2013 | $8,439,000 | +15.1% | 135,414 | +6.1% | 7.06% | +1.1% |
| Q3 2013 | $7,335,000 | – | 127,590 | – | 6.99% | – |
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% |
| 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% |