VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $10,233,977 | +6.7% | 86,287 | +8.9% | 0.41% | -3.3% |
Q1 2024 | $9,587,549 | +11.8% | 79,240 | +3.2% | 0.42% | +3.7% |
Q4 2023 | $8,573,026 | -13.2% | 76,800 | -19.7% | 0.40% | -8.8% |
Q3 2023 | $9,881,694 | -44.9% | 95,642 | -49.2% | 0.44% | +12.7% |
Q2 2023 | $17,942,228 | +110.7% | 188,162 | +87.0% | 0.39% | +6.2% |
Q1 2023 | $8,514,655 | +52878.2% | 100,611 | -47.0% | 0.37% | -13.5% |
Q4 2022 | $16,072 | -99.9% | 189,663 | +3.9% | 0.43% | +6.5% |
Q3 2022 | $15,477,000 | +7.1% | 182,593 | +7.2% | 0.40% | -11.4% |
Q2 2022 | $14,453,000 | -32.9% | 170,263 | -32.8% | 0.46% | +69.8% |
Q1 2022 | $21,524,000 | +142.1% | 253,417 | +220.1% | 0.27% | +54.0% |
Q4 2021 | $8,891,000 | +11.1% | 79,177 | +2.5% | 0.17% | +8.8% |
Q3 2021 | $8,000,000 | +0.7% | 77,220 | +1.7% | 0.16% | -3.0% |
Q2 2021 | $7,948,000 | +7.8% | 75,909 | +4.1% | 0.16% | +14.6% |
Q1 2021 | $7,375,000 | +3.7% | 72,923 | -6.2% | 0.14% | -50.0% |
Q4 2020 | $7,114,000 | +16.7% | 77,711 | +3.2% | 0.29% | -20.9% |
Q3 2020 | $6,094,000 | +7.2% | 75,281 | +3.1% | 0.36% | -19.3% |
Q2 2020 | $5,686,000 | -5.0% | 73,035 | -12.4% | 0.45% | -25.3% |
Q1 2020 | $5,984,000 | -29.3% | 83,364 | -7.6% | 0.60% | -5.2% |
Q4 2019 | $8,468,000 | -4.0% | 90,174 | -9.8% | 0.64% | +7.8% |
Q3 2019 | $8,825,000 | +179.3% | 99,917 | +171.0% | 0.59% | +37.1% |
Q1 2019 | $3,160,000 | -56.0% | 36,866 | -60.3% | 0.43% | -1.6% |
Q4 2018 | $7,183,000 | -15.1% | 92,899 | -4.4% | 0.44% | +27.0% |
Q3 2018 | $8,461,000 | -15.9% | 97,151 | -19.8% | 0.34% | -18.4% |
Q2 2018 | $10,056,000 | -4.4% | 121,084 | -1.4% | 0.42% | -11.3% |
Q1 2018 | $10,519,000 | 0.0% | 122,848 | 0.0% | 0.48% | 0.0% |
Q4 2017 | $10,519,000 | +13.2% | 122,848 | +7.2% | 0.48% | +29.3% |
Q3 2017 | $9,290,000 | +12.4% | 114,598 | +8.3% | 0.37% | +5.4% |
Q2 2017 | $8,267,000 | -20.7% | 105,771 | -21.2% | 0.35% | -22.9% |
Q1 2017 | $10,425,000 | +17.1% | 134,261 | +14.3% | 0.45% | +5.6% |
Q4 2016 | $8,903,000 | +44.9% | 117,504 | +37.9% | 0.43% | +34.4% |
Q3 2016 | $6,145,000 | +12.5% | 85,188 | +11.4% | 0.32% | +4.9% |
Q2 2016 | $5,464,000 | +72.9% | 76,457 | +107.4% | 0.30% | -29.2% |
Q1 2016 | $3,160,000 | -21.7% | 36,866 | -39.0% | 0.43% | +59.0% |
Q4 2015 | $4,036,000 | – | 60,459 | – | 0.27% | – |
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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% |