VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,033,373 | -4.9% | 10,002 | +1.5% | 0.21% | +0.5% |
| Q2 2023 | $1,086,211 | +8.5% | 9,859 | +4.3% | 0.21% | -1.4% |
| Q1 2023 | $1,000,968 | +10.5% | 9,449 | +12.9% | 0.21% | +0.5% |
| Q4 2022 | $906,063 | +44.3% | 8,373 | +26.5% | 0.21% | +28.4% |
| Q3 2022 | $628,000 | +0.8% | 6,619 | +8.1% | 0.16% | +3.2% |
| Q2 2022 | $623,000 | +9.1% | 6,122 | +20.0% | 0.16% | +23.6% |
| Q1 2022 | $571,000 | +11.5% | 5,103 | +11.8% | 0.13% | +8.5% |
| Q4 2021 | $512,000 | +13.3% | 4,564 | +4.5% | 0.12% | +9.3% |
| Q3 2021 | $452,000 | +12.2% | 4,369 | +13.5% | 0.11% | +5.9% |
| Q2 2021 | $403,000 | +16.5% | 3,849 | +14.6% | 0.10% | +9.8% |
| Q1 2021 | $346,000 | +35.7% | 3,358 | +23.6% | 0.09% | +55.9% |
| Q4 2020 | $255,000 | +722.6% | 2,716 | +660.8% | 0.06% | +436.4% |
| Q2 2019 | $31,000 | 0.0% | 357 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $31,000 | +29.2% | 357 | +18.2% | 0.01% | +10.0% |
| Q4 2018 | $24,000 | +300.0% | 302 | +325.4% | 0.01% | +400.0% |
| Q3 2018 | $6,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -82.9% | 71 | -82.4% | 0.00% | -86.7% |
| Q1 2018 | $35,000 | -78.8% | 404 | -81.0% | 0.02% | -75.8% |
| Q1 2017 | $165,000 | -4.1% | 2,129 | -6.5% | 0.06% | -15.1% |
| Q4 2016 | $172,000 | +5.5% | 2,278 | 0.0% | 0.07% | +9.0% |
| Q3 2016 | $163,000 | -84.4% | 2,278 | -87.8% | 0.07% | -87.8% |
| Q2 2016 | $1,045,000 | +107.3% | 18,598 | +53037.1% | 0.55% | – |
| Q1 2016 | $504,000 | +538.0% | 35 | -96.9% | 0.00% | -100.0% |
| Q4 2015 | $79,000 | – | 1,125 | – | 0.04% | – |
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% |