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 | $5,215,982 | -5.8% | 50,483 | -3.3% | 0.40% | -2.7% |
| Q2 2023 | $5,536,294 | +16.1% | 52,194 | +15.5% | 0.41% | +10.0% |
| Q1 2023 | $4,766,571 | +11.5% | 45,180 | +14.3% | 0.37% | -7.3% |
| Q4 2022 | $4,276,087 | +19.2% | 39,516 | +4.5% | 0.40% | +15.4% |
| Q3 2022 | $3,587,000 | -4.4% | 37,810 | +2.5% | 0.34% | -6.2% |
| Q2 2022 | $3,752,000 | -9.2% | 36,888 | +0.3% | 0.37% | -5.2% |
| Q1 2022 | $4,130,000 | -2.2% | 36,791 | -2.3% | 0.39% | +11.5% |
| Q4 2021 | $4,223,000 | -1.0% | 37,664 | -8.7% | 0.35% | -8.7% |
| Q3 2021 | $4,264,000 | -0.6% | 41,258 | +0.8% | 0.38% | -2.3% |
| Q2 2021 | $4,289,000 | +2.2% | 40,934 | -1.4% | 0.39% | -15.0% |
| Q1 2021 | $4,196,000 | +41.4% | 41,505 | +28.0% | 0.46% | +35.8% |
| Q4 2020 | $2,968,000 | +15.5% | 32,431 | +2.2% | 0.34% | -4.0% |
| Q3 2020 | $2,569,000 | +8.3% | 31,740 | +5.4% | 0.35% | -1.1% |
| Q2 2020 | $2,372,000 | +8.0% | 30,115 | -3.0% | 0.36% | -14.4% |
| Q1 2020 | $2,196,000 | -3.7% | 31,043 | +27.6% | 0.42% | +2.0% |
| Q4 2019 | $2,280,000 | -0.0% | 24,329 | -5.3% | 0.41% | -8.3% |
| Q3 2019 | $2,281,000 | +8.5% | 25,704 | +6.9% | 0.44% | +8.3% |
| Q2 2019 | $2,102,000 | +15.1% | 24,050 | +12.8% | 0.41% | +15.8% |
| Q1 2019 | $1,826,000 | +40.9% | 21,322 | +28.3% | 0.36% | +19.1% |
| Q4 2018 | $1,296,000 | +20.3% | 16,621 | +35.5% | 0.30% | +36.1% |
| Q3 2018 | $1,077,000 | +0.8% | 12,269 | -4.6% | 0.22% | -3.1% |
| Q2 2018 | $1,068,000 | +7.6% | 12,857 | +6.8% | 0.23% | +6.6% |
| Q1 2018 | $993,000 | +4.5% | 12,038 | +11.7% | 0.21% | +14.6% |
| Q4 2017 | $950,000 | +5.1% | 10,773 | -3.4% | 0.18% | -1.6% |
| Q3 2017 | $904,000 | +17.6% | 11,151 | +13.4% | 0.19% | +9.9% |
| Q2 2017 | $769,000 | +1.3% | 9,837 | +0.6% | 0.17% | -3.9% |
| Q1 2017 | $759,000 | +32.0% | 9,776 | +28.7% | 0.18% | +22.8% |
| Q4 2016 | $575,000 | – | 7,595 | – | 0.14% | – |
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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% |
| 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% |