VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 916 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $332,910 | -4.7% | 2,807 | -2.8% | 0.02% | -5.3% |
Q1 2024 | $349,298 | -3.0% | 2,887 | -10.5% | 0.02% | -13.6% |
Q4 2023 | $360,007 | +50.1% | 3,225 | +38.9% | 0.02% | +37.5% |
Q3 2023 | $239,909 | -6.6% | 2,322 | -4.1% | 0.02% | -5.9% |
Q2 2023 | $256,902 | -5.5% | 2,422 | -6.0% | 0.02% | -10.5% |
Q1 2023 | $271,776 | +18.4% | 2,576 | +21.5% | 0.02% | +18.8% |
Q4 2022 | $229,521 | -3.6% | 2,121 | -15.4% | 0.02% | -11.1% |
Q3 2022 | $238,000 | -9.5% | 2,507 | -3.1% | 0.02% | -5.3% |
Q2 2022 | $263,000 | -5.1% | 2,587 | +4.7% | 0.02% | +11.8% |
Q1 2022 | $277,000 | -60.0% | 2,470 | -60.1% | 0.02% | -60.5% |
Q4 2021 | $693,000 | +8.5% | 6,184 | +0.3% | 0.04% | +7.5% |
Q3 2021 | $639,000 | +0.2% | 6,166 | +1.3% | 0.04% | -11.1% |
Q2 2021 | $638,000 | +12.7% | 6,086 | +9.0% | 0.04% | +4.7% |
Q1 2021 | $566,000 | +14.3% | 5,584 | +3.1% | 0.04% | +2.4% |
Q4 2020 | $495,000 | +18.7% | 5,414 | +5.1% | 0.04% | +7.7% |
Q3 2020 | $417,000 | +1.0% | 5,149 | -0.9% | 0.04% | -11.4% |
Q2 2020 | $413,000 | -3.5% | 5,198 | -13.7% | 0.04% | -29.0% |
Q1 2020 | $428,000 | -25.0% | 6,020 | -1.5% | 0.06% | +8.8% |
Q4 2019 | $571,000 | +4.6% | 6,109 | -0.9% | 0.06% | -5.0% |
Q3 2019 | $546,000 | +17.4% | 6,162 | +15.4% | 0.06% | +1.7% |
Q2 2019 | $465,000 | +119.3% | 5,342 | +107.5% | 0.06% | +110.7% |
Q1 2018 | $212,000 | -25.4% | 2,574 | -22.6% | 0.03% | -26.3% |
Q4 2017 | $284,000 | -2.4% | 3,326 | -7.1% | 0.04% | -9.5% |
Q3 2017 | $291,000 | -0.3% | 3,579 | -4.7% | 0.04% | -14.3% |
Q2 2017 | $292,000 | +16.8% | 3,754 | +17.0% | 0.05% | +16.7% |
Q1 2017 | $250,000 | -7.7% | 3,208 | -10.6% | 0.04% | -6.7% |
Q4 2016 | $271,000 | +16.8% | 3,588 | +11.6% | 0.04% | +15.4% |
Q3 2016 | $232,000 | +1.8% | 3,216 | +0.4% | 0.04% | -2.5% |
Q2 2016 | $228,000 | -0.4% | 3,202 | -3.9% | 0.04% | -2.4% |
Q1 2016 | $229,000 | -2.6% | 3,333 | -5.4% | 0.04% | -4.7% |
Q4 2015 | $235,000 | -3.3% | 3,522 | -9.1% | 0.04% | -4.4% |
Q3 2015 | $243,000 | -28.1% | 3,874 | -22.7% | 0.04% | -18.2% |
Q2 2015 | $338,000 | -9.6% | 5,011 | -8.2% | 0.06% | -11.3% |
Q1 2015 | $374,000 | +1.1% | 5,456 | +1.9% | 0.06% | -1.6% |
Q4 2014 | $370,000 | +73.7% | 5,355 | +67.0% | 0.06% | +75.0% |
Q3 2014 | $213,000 | – | 3,207 | – | 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% |
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% |