VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,897 | -5.1% | 2,525 | -2.5% | 0.04% | -2.2% |
| Q2 2023 | $274,864 | -2.3% | 2,591 | -2.8% | 0.04% | -10.0% |
| Q1 2023 | $281,312 | -2.5% | 2,666 | 0.0% | 0.05% | -9.1% |
| Q4 2022 | $288,458 | +14.0% | 2,666 | +0.0% | 0.06% | +3.8% |
| Q3 2022 | $253,000 | -11.8% | 2,665 | -5.6% | 0.05% | -5.4% |
| Q2 2022 | $287,000 | -44.6% | 2,824 | -38.8% | 0.06% | -36.4% |
| Q1 2022 | $518,000 | +110.6% | 4,618 | +110.4% | 0.09% | +104.7% |
| Q4 2021 | $246,000 | +7.4% | 2,195 | -1.1% | 0.04% | -2.3% |
| Q3 2021 | $229,000 | -14.2% | 2,219 | -13.0% | 0.04% | -15.4% |
| Q2 2021 | $267,000 | +3.5% | 2,552 | 0.0% | 0.05% | -7.1% |
| Q1 2021 | $258,000 | -12.5% | 2,552 | -20.8% | 0.06% | -18.8% |
| Q4 2020 | $295,000 | +13.9% | 3,222 | +0.8% | 0.07% | -1.4% |
| Q3 2020 | $259,000 | -22.5% | 3,198 | -24.7% | 0.07% | -25.5% |
| Q2 2020 | $334,000 | +11.3% | 4,245 | 0.0% | 0.09% | -9.6% |
| Q1 2020 | $300,000 | -29.4% | 4,245 | -6.3% | 0.10% | -12.6% |
| Q4 2019 | $425,000 | +3.2% | 4,530 | -2.4% | 0.12% | -4.8% |
| Q3 2019 | $412,000 | +1.5% | 4,642 | 0.0% | 0.12% | +2.5% |
| Q2 2019 | $406,000 | +0.7% | 4,642 | -1.4% | 0.12% | -3.2% |
| Q1 2019 | $403,000 | +9.8% | 4,707 | 0.0% | 0.13% | -4.5% |
| Q4 2018 | $367,000 | -13.8% | 4,707 | -3.8% | 0.13% | +0.8% |
| Q3 2018 | $426,000 | +4.9% | 4,892 | 0.0% | 0.13% | 0.0% |
| Q2 2018 | $406,000 | +0.5% | 4,892 | 0.0% | 0.13% | -2.2% |
| Q1 2018 | $404,000 | -10.2% | 4,892 | -7.0% | 0.13% | -9.5% |
| Q4 2017 | $450,000 | +27.5% | 5,261 | +21.0% | 0.15% | +20.3% |
| Q3 2017 | $353,000 | +18.5% | 4,349 | +13.7% | 0.12% | +10.8% |
| Q2 2017 | $298,000 | +0.3% | 3,825 | 0.0% | 0.11% | -5.9% |
| Q1 2017 | $297,000 | -19.9% | 3,825 | -21.9% | 0.12% | -28.5% |
| Q4 2016 | $371,000 | +5.1% | 4,900 | 0.0% | 0.16% | +1.2% |
| Q3 2016 | $353,000 | -2.8% | 4,900 | -3.8% | 0.16% | -7.4% |
| Q2 2016 | $363,000 | +3.1% | 5,092 | 0.0% | 0.18% | 0.0% |
| Q1 2016 | $352,000 | -18.7% | 5,092 | -21.6% | 0.18% | -17.8% |
| Q4 2015 | $433,000 | +9.6% | 6,492 | +3.0% | 0.21% | +0.9% |
| Q3 2015 | $395,000 | -6.8% | 6,300 | 0.0% | 0.21% | -7.0% |
| Q2 2015 | $424,000 | -1.4% | 6,300 | 0.0% | 0.23% | -8.1% |
| Q1 2015 | $430,000 | -0.7% | 6,300 | 0.0% | 0.25% | -2.4% |
| Q4 2014 | $433,000 | – | 6,300 | – | 0.25% | – |
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% |