VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 848 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,559,078 | -4.2% | 190,211 | -2.3% | 3.45% | -8.2% |
| Q1 2024 | $23,553,361 | +6.8% | 194,672 | -1.5% | 3.76% | +3.5% |
| Q4 2023 | $22,055,935 | +6.4% | 197,581 | -1.5% | 3.63% | +7.0% |
| Q3 2023 | $20,726,029 | -2.7% | 200,600 | -0.1% | 3.39% | -2.1% |
| Q2 2023 | $21,300,490 | +0.3% | 200,815 | -0.2% | 3.46% | -1.0% |
| Q1 2023 | $21,236,019 | -11.7% | 201,289 | -9.5% | 3.50% | -12.4% |
| Q4 2022 | $24,057,960 | +12.8% | 222,327 | -1.1% | 3.99% | +5.6% |
| Q3 2022 | $21,323,000 | -8.5% | 224,740 | -1.9% | 3.78% | -5.9% |
| Q2 2022 | $23,310,000 | +1.6% | 229,201 | +12.1% | 4.02% | +11.8% |
| Q1 2022 | $22,945,000 | -5.2% | 204,409 | -5.3% | 3.59% | -4.7% |
| Q4 2021 | $24,203,000 | +5.1% | 215,885 | -3.1% | 3.77% | +2.3% |
| Q3 2021 | $23,029,000 | -4.0% | 222,825 | -2.7% | 3.68% | -6.8% |
| Q2 2021 | $23,982,000 | -0.6% | 228,903 | -4.1% | 3.95% | -15.3% |
| Q1 2021 | $24,124,000 | +1.6% | 238,636 | -8.0% | 4.67% | -6.3% |
| Q4 2020 | $23,742,000 | +8.9% | 259,450 | -3.7% | 4.98% | -1.8% |
| Q3 2020 | $21,808,000 | +1.4% | 269,470 | -1.3% | 5.08% | +13.9% |
| Q2 2020 | $21,505,000 | +11.6% | 272,973 | +0.3% | 4.45% | +0.4% |
| Q1 2020 | $19,263,000 | +112.0% | 272,265 | +180.8% | 4.44% | +131.3% |
| Q4 2019 | $9,087,000 | +1.3% | 96,969 | -4.1% | 1.92% | -2.5% |
| Q3 2019 | $8,970,000 | +1.2% | 101,089 | -0.4% | 1.97% | +2.7% |
| Q2 2019 | $8,868,000 | -0.3% | 101,490 | -2.3% | 1.92% | +2.4% |
| Q1 2019 | $8,895,000 | +5.2% | 103,836 | -4.2% | 1.87% | -1.2% |
| Q4 2018 | $8,452,000 | -11.1% | 108,378 | -0.7% | 1.90% | +0.9% |
| Q3 2018 | $9,506,000 | -0.8% | 109,147 | -5.4% | 1.88% | -5.8% |
| Q2 2018 | $9,582,000 | +16.1% | 115,381 | +15.3% | 2.00% | +14.3% |
| Q1 2018 | $8,255,000 | – | 100,074 | – | 1.75% | – |
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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% |