VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,783,312 | -83.5% | 14,817 | -84.7% | 0.14% | -83.4% |
Q4 2023 | $10,800,919 | +3385.4% | 96,756 | +3126.3% | 0.87% | +2700.0% |
Q3 2023 | $309,893 | -97.4% | 2,999 | -97.3% | 0.03% | -96.8% |
Q2 2023 | $11,817,253 | +2268.9% | 111,409 | +2256.4% | 0.97% | +1803.9% |
Q1 2023 | $498,850 | -96.0% | 4,728 | -95.9% | 0.05% | -95.4% |
Q4 2022 | $12,544,962 | +15.9% | 115,931 | +1.6% | 1.11% | +7.6% |
Q3 2022 | $10,821,000 | -6.6% | 114,052 | +0.2% | 1.03% | -3.5% |
Q2 2022 | $11,581,000 | -9.5% | 113,881 | -0.1% | 1.07% | +8.9% |
Q1 2022 | $12,791,000 | +12.4% | 113,951 | +12.2% | 0.98% | +9.2% |
Q4 2021 | $11,384,000 | +9.9% | 101,539 | +1.3% | 0.90% | -4.2% |
Q3 2021 | $10,357,000 | +4.1% | 100,213 | +5.5% | 0.94% | +1.7% |
Q2 2021 | $9,949,000 | +8.7% | 94,961 | +4.9% | 0.92% | +1.3% |
Q1 2021 | $9,152,000 | +59.6% | 90,535 | +44.5% | 0.91% | +39.3% |
Q4 2020 | $5,734,000 | +11.8% | 62,664 | -1.1% | 0.65% | -22.7% |
Q3 2020 | $5,128,000 | +0.8% | 63,362 | -1.9% | 0.85% | +18.8% |
Q2 2020 | $5,087,000 | +3.4% | 64,570 | -7.1% | 0.71% | +435.3% |
Q1 2020 | $4,918,000 | -9.4% | 69,517 | +20.1% | 0.13% | -85.8% |
Q4 2019 | $5,426,000 | +5.3% | 57,902 | -0.3% | 0.94% | -2.7% |
Q3 2019 | $5,153,000 | +0.2% | 58,077 | -1.4% | 0.96% | -5.9% |
Q2 2019 | $5,145,000 | +3.3% | 58,879 | +1.3% | 1.02% | -4.7% |
Q1 2019 | $4,979,000 | +9.3% | 58,120 | -0.5% | 1.07% | -8.2% |
Q4 2018 | $4,554,000 | -11.2% | 58,389 | -0.9% | 1.17% | +1.5% |
Q3 2018 | $5,130,000 | +7.5% | 58,907 | +2.5% | 1.15% | +2.0% |
Q2 2018 | $4,773,000 | +0.8% | 57,477 | +0.2% | 1.13% | -5.5% |
Q1 2018 | $4,734,000 | -12.7% | 57,389 | -9.4% | 1.20% | -13.0% |
Q4 2017 | $5,423,000 | +0.6% | 63,326 | -4.8% | 1.37% | -1.9% |
Q3 2017 | $5,391,000 | -4.7% | 66,497 | -8.1% | 1.40% | +42.4% |
Q2 2017 | $5,655,000 | – | 72,348 | – | 0.98% | – |
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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% |