VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,006 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,079,032 | +2.7% | 17,183 | +2.7% | 0.30% | +2.1% |
| Q1 2024 | $2,024,586 | +83.7% | 16,733 | +69.5% | 0.29% | +70.2% |
| Q4 2023 | $1,102,083 | +5.5% | 9,873 | -2.3% | 0.17% | -4.5% |
| Q3 2023 | $1,044,345 | +256.8% | 10,108 | +266.2% | 0.18% | +141.9% |
| Q2 2023 | $292,730 | -2.6% | 2,760 | -3.2% | 0.07% | -2.6% |
| Q1 2023 | $300,654 | +1.1% | 2,850 | +3.7% | 0.08% | 0.0% |
| Q4 2022 | $297,368 | +14.8% | 2,748 | +0.8% | 0.08% | +5.6% |
| Q3 2022 | $259,000 | -21.5% | 2,725 | -15.9% | 0.07% | -25.0% |
| Q2 2022 | $330,000 | +46.7% | 3,242 | +35.1% | 0.10% | -17.2% |
| Q4 2019 | $225,000 | – | 2,400 | – | 0.12% | – |
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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% |