VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $68,232,432 | +3.5% | 575,315 | +5.6% | 1.09% | -0.1% |
| Q1 2024 | $65,933,463 | +45.6% | 544,949 | +34.3% | 1.09% | +29.3% |
| Q4 2023 | $45,291,889 | +14.4% | 405,732 | +5.9% | 0.84% | -0.8% |
| Q3 2023 | $39,581,505 | +10.1% | 383,096 | +13.1% | 0.85% | +4.7% |
| Q2 2023 | $35,936,390 | +6.4% | 338,798 | +5.8% | 0.81% | -9.7% |
| Q1 2023 | $33,782,271 | -14.8% | 320,211 | -12.6% | 0.90% | -10.2% |
| Q4 2022 | $39,650,265 | +18.2% | 366,419 | +3.7% | 1.00% | +7.2% |
| Q3 2022 | $33,535,000 | -11.1% | 353,448 | -4.7% | 0.94% | -1.6% |
| Q2 2022 | $37,712,000 | -6.3% | 370,817 | +3.4% | 0.95% | +5.8% |
| Q1 2022 | $40,252,000 | +11.4% | 358,594 | +11.3% | 0.90% | +12.4% |
| Q4 2021 | $36,132,000 | +14.1% | 322,290 | +5.1% | 0.80% | -0.7% |
| Q3 2021 | $31,679,000 | +1.7% | 306,524 | +3.1% | 0.81% | +3.9% |
| Q2 2021 | $31,152,000 | +8.1% | 297,333 | +4.3% | 0.78% | -2.8% |
| Q1 2021 | $28,830,000 | +31.2% | 285,190 | +18.8% | 0.80% | +22.4% |
| Q4 2020 | $21,967,000 | +17.1% | 240,051 | +3.5% | 0.65% | +5.8% |
| Q3 2020 | $18,765,000 | +8.7% | 231,871 | +5.8% | 0.62% | +0.2% |
| Q2 2020 | $17,270,000 | +63.1% | 219,215 | +46.5% | 0.62% | +26.8% |
| Q1 2020 | $10,587,000 | -10.8% | 149,633 | +18.1% | 0.48% | +4.1% |
| Q4 2019 | $11,869,000 | +0.9% | 126,653 | -4.5% | 0.47% | -8.4% |
| Q3 2019 | $11,766,000 | -1.9% | 132,601 | -3.4% | 0.51% | -1.9% |
| Q2 2019 | $11,989,000 | -10.7% | 137,207 | -12.4% | 0.52% | -14.1% |
| Q1 2019 | $13,421,000 | +17.9% | 156,681 | +7.4% | 0.60% | +2.9% |
| Q4 2018 | $11,379,000 | +28.8% | 145,907 | +43.8% | 0.59% | +48.6% |
| Q3 2018 | $8,838,000 | +8.3% | 101,484 | +3.2% | 0.40% | +8.5% |
| Q2 2018 | $8,164,000 | +8.0% | 98,307 | +7.3% | 0.36% | +14.5% |
| Q1 2018 | $7,558,000 | +10.2% | 91,627 | +14.4% | 0.32% | +3.2% |
| Q4 2017 | $6,861,000 | +12.6% | 80,119 | +6.6% | 0.31% | +6.9% |
| Q3 2017 | $6,093,000 | +13.9% | 75,163 | +9.8% | 0.29% | +4.3% |
| Q2 2017 | $5,348,000 | -11.4% | 68,425 | -12.0% | 0.28% | -19.1% |
| Q1 2017 | $6,038,000 | +2.4% | 77,759 | -0.1% | 0.34% | -7.1% |
| Q4 2016 | $5,897,000 | +58.4% | 77,822 | +50.8% | 0.37% | +46.2% |
| Q3 2016 | $3,722,000 | +19.3% | 51,595 | +18.2% | 0.25% | +8.7% |
| Q2 2016 | $3,119,000 | +45.5% | 43,646 | +40.6% | 0.23% | +25.5% |
| Q1 2016 | $2,143,000 | +20.5% | 31,042 | +16.4% | 0.18% | +24.3% |
| Q4 2015 | $1,779,000 | +10.6% | 26,658 | +3.8% | 0.15% | -26.7% |
| Q3 2015 | $1,609,000 | +1.8% | 25,682 | +9.6% | 0.20% | -0.5% |
| Q2 2015 | $1,581,000 | +14.0% | 23,433 | +15.5% | 0.20% | +23.0% |
| Q1 2015 | $1,387,000 | +251.1% | 20,286 | +253.4% | 0.16% | +132.4% |
| Q4 2014 | $395,000 | +6.2% | 5,741 | +2.5% | 0.07% | -18.4% |
| Q3 2014 | $372,000 | – | 5,599 | – | 0.09% | – |
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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% |
| 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% |