VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $587 | -2.3% | 4,949 | -0.4% | 0.04% | -2.5% |
| Q1 2024 | $601 | +1.0% | 4,968 | -6.8% | 0.04% | -4.8% |
| Q4 2023 | $595 | +17.6% | 5,329 | +8.9% | 0.04% | +7.7% |
| Q3 2023 | $506 | -2.7% | 4,893 | -0.2% | 0.04% | -11.4% |
| Q2 2023 | $520 | -7.8% | 4,904 | -8.3% | 0.04% | -17.0% |
| Q1 2023 | $564 | -10.5% | 5,348 | -8.1% | 0.05% | -27.4% |
| Q4 2022 | $630 | -99.9% | 5,819 | -0.2% | 0.07% | +7.4% |
| Q3 2022 | $553,000 | -6.9% | 5,829 | -0.2% | 0.07% | -4.2% |
| Q2 2022 | $594,000 | +7.4% | 5,841 | +18.6% | 0.07% | +20.3% |
| Q1 2022 | $553,000 | +2.6% | 4,926 | +2.5% | 0.06% | 0.0% |
| Q4 2021 | $539,000 | -4.6% | 4,804 | -12.1% | 0.06% | -29.8% |
| Q3 2021 | $565,000 | -1.2% | 5,464 | 0.0% | 0.08% | -2.3% |
| Q2 2021 | $572,000 | +9.6% | 5,464 | +5.8% | 0.09% | +3.6% |
| Q1 2021 | $522,000 | +22.5% | 5,164 | +11.0% | 0.08% | +27.7% |
| Q4 2020 | $426,000 | +11.5% | 4,653 | -1.3% | 0.06% | +12.1% |
| Q3 2020 | $382,000 | +7.9% | 4,714 | +5.0% | 0.06% | +9.4% |
| Q2 2020 | $354,000 | +13.1% | 4,489 | +1.3% | 0.05% | -20.9% |
| Q1 2020 | $313,000 | -26.4% | 4,431 | -2.2% | 0.07% | -18.3% |
| Q4 2019 | $425,000 | +6.8% | 4,531 | +0.9% | 0.08% | -2.4% |
| Q3 2019 | $398,000 | +1.5% | 4,490 | 0.0% | 0.08% | -2.3% |
| Q2 2019 | $392,000 | +1.8% | 4,490 | 0.0% | 0.09% | -17.3% |
| Q1 2019 | $385,000 | +10.0% | 4,490 | 0.0% | 0.10% | +3.0% |
| Q4 2018 | $350,000 | -29.4% | 4,490 | -21.1% | 0.10% | -23.5% |
| Q3 2018 | $496,000 | -1.2% | 5,690 | -5.9% | 0.13% | -11.4% |
| Q2 2018 | $502,000 | -8.4% | 6,045 | -9.0% | 0.15% | -11.3% |
| Q1 2018 | $548,000 | -6.6% | 6,645 | -3.1% | 0.17% | -6.1% |
| Q4 2017 | $587,000 | +5.8% | 6,855 | +0.1% | 0.18% | -4.3% |
| Q3 2017 | $555,000 | – | 6,850 | – | 0.19% | – |
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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% |