UBS Group AG - VANGUARD WHITEHALL FDS ownership

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
UBS Group AG ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
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$84,522,0001,229,4050.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 18,483,322$1,966,802,94455.37%
Operose Advisors LLC 555,959$57,441,67722.75%
Kinsale Capital Group, Inc. 360,560$37,253,04321.14%
Benchmark Wealth Management, LLC 261,172$26,984,27217.23%
ACT WEALTH MANAGEMENT, LLC 230,787$23,844,91816.00%
MARINO, STRAM & ASSOCIATES LLC 502,498$51,918,04215.21%
Montis Financial, LLC 216,891$22,409,12715.01%
Coco Enterprises, LLC 169,574$17,520,40213.97%
CVS HEALTH Corp 252,032$26,039,94613.92%
PARAGON FINANCIAL PARTNERS, INC. 124,061$12,817,95113.32%
View complete list of VANGUARD WHITEHALL FDS shareholders