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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,937,184 | +0.9% | 75,356 | +2.9% | 2.24% | -0.8% |
Q1 2024 | $8,861,532 | +10.0% | 73,242 | +1.5% | 2.26% | +4.4% |
Q4 2023 | $8,058,235 | -9.7% | 72,187 | -16.4% | 2.16% | -19.8% |
Q3 2023 | $8,922,716 | -1.3% | 86,360 | +1.3% | 2.70% | +0.5% |
Q2 2023 | $9,041,195 | +32.2% | 85,238 | +31.5% | 2.68% | +25.8% |
Q1 2023 | $6,839,143 | +112.0% | 64,826 | +117.5% | 2.13% | +102.7% |
Q4 2022 | $3,225,307 | +1140.5% | 29,806 | +986.2% | 1.05% | +1082.0% |
Q3 2022 | $260,000 | -7.1% | 2,744 | -0.4% | 0.09% | +6.0% |
Q2 2022 | $280,000 | -41.1% | 2,754 | -35.0% | 0.08% | -29.4% |
Q1 2022 | $475,000 | +30.5% | 4,236 | +30.5% | 0.12% | +35.2% |
Q4 2021 | $364,000 | +7.7% | 3,245 | -0.8% | 0.09% | +2.3% |
Q3 2021 | $338,000 | -45.0% | 3,270 | -44.3% | 0.09% | -47.9% |
Q2 2021 | $615,000 | -2.7% | 5,871 | -6.0% | 0.16% | -10.3% |
Q1 2021 | $632,000 | -4.2% | 6,249 | -13.4% | 0.18% | -22.0% |
Q4 2020 | $660,000 | -63.8% | 7,217 | -67.9% | 0.24% | -69.4% |
Q3 2020 | $1,821,000 | +294.2% | 22,496 | +283.4% | 0.77% | +246.2% |
Q2 2020 | $462,000 | -70.6% | 5,868 | -73.6% | 0.22% | -78.9% |
Q1 2020 | $1,570,000 | -58.6% | 22,186 | -45.2% | 1.06% | -47.7% |
Q4 2019 | $3,795,000 | +7.4% | 40,495 | +1.7% | 2.02% | +6.2% |
Q3 2019 | $3,534,000 | -5.1% | 39,833 | -6.5% | 1.90% | -1.6% |
Q2 2019 | $3,722,000 | -9.0% | 42,601 | -10.8% | 1.94% | -11.6% |
Q1 2019 | $4,092,000 | -23.0% | 47,772 | -29.9% | 2.19% | -37.3% |
Q4 2018 | $5,314,000 | – | 68,137 | – | 3.49% | – |
Download |
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% |