VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $534 | -2.0% | 4,504 | 0.0% | 0.07% | -2.8% |
Q1 2024 | $545 | +8.3% | 4,504 | 0.0% | 0.07% | 0.0% |
Q4 2023 | $503 | +8.2% | 4,504 | 0.0% | 0.07% | 0.0% |
Q3 2023 | $465 | -2.7% | 4,504 | 0.0% | 0.07% | 0.0% |
Q2 2023 | $478 | +6.2% | 4,504 | +5.6% | 0.07% | -4.1% |
Q1 2023 | $450 | -2.6% | 4,265 | 0.0% | 0.07% | -7.5% |
Q4 2022 | $462 | -99.9% | 4,265 | 0.0% | 0.08% | +1.3% |
Q3 2022 | $405,000 | -6.7% | 4,265 | 0.0% | 0.08% | -2.5% |
Q2 2022 | $434,000 | -5.7% | 4,265 | +4.2% | 0.08% | +6.6% |
Q1 2022 | $460,000 | +6.0% | 4,095 | +5.8% | 0.08% | +8.6% |
Q4 2021 | $434,000 | +8.5% | 3,870 | 0.0% | 0.07% | -1.4% |
Q3 2021 | $400,000 | -1.5% | 3,870 | 0.0% | 0.07% | -2.7% |
Q2 2021 | $406,000 | +8.0% | 3,870 | +4.2% | 0.07% | +5.8% |
Q1 2021 | $376,000 | +23.3% | 3,715 | +11.5% | 0.07% | +3.0% |
Q4 2020 | $305,000 | +13.0% | 3,333 | 0.0% | 0.07% | 0.0% |
Q3 2020 | $270,000 | +2.7% | 3,333 | 0.0% | 0.07% | -2.9% |
Q2 2020 | $263,000 | +11.4% | 3,333 | 0.0% | 0.07% | -6.8% |
Q1 2020 | $236,000 | -24.4% | 3,333 | 0.0% | 0.07% | -7.5% |
Q4 2019 | $312,000 | +22.4% | 3,333 | +16.2% | 0.08% | +12.7% |
Q3 2019 | $255,000 | +1.6% | 2,869 | 0.0% | 0.07% | 0.0% |
Q2 2019 | $251,000 | -23.2% | 2,869 | -24.7% | 0.07% | -19.3% |
Q1 2019 | $327,000 | +67.7% | 3,812 | +52.7% | 0.09% | +51.7% |
Q4 2018 | $195,000 | +24.2% | 2,497 | +38.6% | 0.06% | +31.8% |
Q3 2018 | $157,000 | +4.7% | 1,802 | 0.0% | 0.04% | -6.4% |
Q2 2018 | $150,000 | +9.5% | 1,802 | +8.2% | 0.05% | +6.8% |
Q1 2018 | $137,000 | -4.2% | 1,665 | 0.0% | 0.04% | -6.4% |
Q4 2017 | $143,000 | +5.9% | 1,665 | 0.0% | 0.05% | 0.0% |
Q3 2017 | $135,000 | +3.8% | 1,665 | 0.0% | 0.05% | -2.1% |
Q2 2017 | $130,000 | +0.8% | 1,665 | 0.0% | 0.05% | -4.0% |
Q1 2017 | $129,000 | +92.5% | 1,665 | +87.9% | 0.05% | +78.6% |
Q4 2016 | $67,000 | +4.7% | 886 | 0.0% | 0.03% | 0.0% |
Q3 2016 | $64,000 | +1.6% | 886 | 0.0% | 0.03% | -6.7% |
Q2 2016 | $63,000 | -33.7% | 886 | -35.8% | 0.03% | -36.2% |
Q1 2016 | $95,000 | +61.0% | 1,379 | +55.6% | 0.05% | +51.6% |
Q4 2015 | $59,000 | +353.8% | 886 | +323.9% | 0.03% | +342.9% |
Q3 2015 | $13,000 | -7.1% | 209 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $14,000 | 0.0% | 209 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $14,000 | – | 209 | – | 0.01% | – |
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% |