VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $335,621,072 | +2.0% | 3,248,365 | +4.7% | 0.12% | +4.5% |
Q2 2023 | $329,073,583 | -5.0% | 3,102,419 | -5.5% | 0.11% | -12.6% |
Q1 2023 | $346,385,724 | +1.9% | 3,283,277 | +4.5% | 0.13% | 0.0% |
Q4 2022 | $340,055,011 | +26.4% | 3,142,547 | +10.8% | 0.13% | +7.6% |
Q3 2022 | $268,986,000 | -9.1% | 2,835,014 | -2.5% | 0.12% | -2.5% |
Q2 2022 | $295,836,000 | -7.8% | 2,908,902 | +1.8% | 0.12% | +13.1% |
Q1 2022 | $320,843,000 | +11.8% | 2,858,288 | +11.6% | 0.11% | +30.5% |
Q4 2021 | $287,031,000 | +11.0% | 2,560,261 | +2.4% | 0.08% | +1.2% |
Q3 2021 | $258,476,000 | -1.7% | 2,500,973 | -0.3% | 0.08% | -4.7% |
Q2 2021 | $262,888,000 | +3.2% | 2,509,203 | -0.4% | 0.08% | 0.0% |
Q1 2021 | $254,756,000 | +5.9% | 2,520,086 | -4.1% | 0.08% | +4.9% |
Q4 2020 | $240,476,000 | -0.1% | 2,627,865 | -11.7% | 0.08% | -11.0% |
Q3 2020 | $240,725,000 | +0.2% | 2,974,483 | -2.5% | 0.09% | -9.9% |
Q2 2020 | $240,290,000 | +14.4% | 3,050,138 | +2.7% | 0.10% | +2.0% |
Q1 2020 | $210,076,000 | -21.0% | 2,969,271 | +4.6% | 0.10% | +6.5% |
Q4 2019 | $265,934,000 | +8.0% | 2,837,834 | +2.3% | 0.09% | -2.1% |
Q3 2019 | $246,196,000 | +4.3% | 2,774,662 | +2.7% | 0.10% | +4.4% |
Q2 2019 | $236,150,000 | +8.3% | 2,702,560 | +6.2% | 0.09% | +1.1% |
Q1 2019 | $217,959,000 | +8.2% | 2,544,467 | -1.4% | 0.09% | -1.1% |
Q4 2018 | $201,359,000 | -11.3% | 2,581,850 | -0.9% | 0.09% | +1.1% |
Q3 2018 | $226,988,000 | +2.8% | 2,606,352 | -2.0% | 0.09% | -6.2% |
Q2 2018 | $220,817,000 | +35.2% | 2,658,838 | +34.3% | 0.10% | +35.2% |
Q1 2018 | $163,357,000 | -6.4% | 1,980,322 | -2.8% | 0.07% | -1.4% |
Q4 2017 | $174,539,000 | +0.6% | 2,038,298 | -4.7% | 0.07% | -10.0% |
Q3 2017 | $173,431,000 | -1.7% | 2,139,275 | -5.3% | 0.08% | -12.1% |
Q2 2017 | $176,505,000 | +4.6% | 2,258,257 | +3.9% | 0.09% | -1.1% |
Q1 2017 | $168,809,000 | +0.6% | 2,173,975 | -1.8% | 0.09% | -1.1% |
Q4 2016 | $167,771,000 | +18.9% | 2,214,221 | +13.2% | 0.09% | +10.7% |
Q3 2016 | $141,160,000 | +12.7% | 1,956,755 | +11.6% | 0.08% | +6.3% |
Q2 2016 | $125,266,000 | +13.8% | 1,752,956 | +10.0% | 0.08% | +6.8% |
Q1 2016 | $110,069,000 | +5.8% | 1,594,277 | +2.3% | 0.07% | +8.8% |
Q4 2015 | $104,025,000 | +24.2% | 1,558,420 | +16.6% | 0.07% | +15.3% |
Q3 2015 | $83,731,000 | +6.2% | 1,336,486 | +14.2% | 0.06% | +13.5% |
Q2 2015 | $78,808,000 | -14.1% | 1,170,653 | -12.8% | 0.05% | -17.5% |
Q1 2015 | $91,694,000 | +8.5% | 1,342,521 | +9.2% | 0.06% | +6.8% |
Q4 2014 | $84,522,000 | – | 1,229,405 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SUMITOMO LIFE INSURANCE CO | 18,483,322 | $1,966,802,944 | 55.37% |
Operose Advisors LLC | 555,959 | $57,441,677 | 22.75% |
Kinsale Capital Group, Inc. | 360,560 | $37,253,043 | 21.14% |
Benchmark Wealth Management, LLC | 261,172 | $26,984,272 | 17.23% |
ACT WEALTH MANAGEMENT, LLC | 230,787 | $23,844,918 | 16.00% |
MARINO, STRAM & ASSOCIATES LLC | 502,498 | $51,918,042 | 15.21% |
Montis Financial, LLC | 216,891 | $22,409,127 | 15.01% |
Coco Enterprises, LLC | 169,574 | $17,520,402 | 13.97% |
CVS HEALTH Corp | 252,032 | $26,039,946 | 13.92% |
PARAGON FINANCIAL PARTNERS, INC. | 124,061 | $12,817,951 | 13.32% |