VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 565 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $420,729 | +0.8% | 3,547 | +2.9% | 0.04% | -5.4% |
| Q1 2024 | $417,233 | +3.8% | 3,448 | -4.3% | 0.04% | -7.5% |
| Q4 2023 | $402,138 | +14.4% | 3,602 | +5.9% | 0.04% | 0.0% |
| Q3 2023 | $351,481 | -32.6% | 3,401 | -30.9% | 0.04% | -32.2% |
| Q2 2023 | $521,858 | -26.8% | 4,920 | -27.2% | 0.06% | -35.2% |
| Q1 2023 | $713,315 | +160.0% | 6,761 | +166.7% | 0.09% | +139.5% |
| Q4 2022 | $274,370 | +28.2% | 2,535 | +12.4% | 0.04% | +18.8% |
| Q3 2022 | $214,000 | -7.0% | 2,255 | -0.3% | 0.03% | 0.0% |
| Q2 2022 | $230,000 | -8.7% | 2,262 | +0.8% | 0.03% | +3.2% |
| Q1 2022 | $252,000 | -2.7% | 2,244 | -3.0% | 0.03% | 0.0% |
| Q4 2021 | $259,000 | -12.8% | 2,313 | -19.6% | 0.03% | -22.5% |
| Q3 2021 | $297,000 | +9.6% | 2,877 | +11.0% | 0.04% | -21.6% |
| Q2 2021 | $271,000 | -8.4% | 2,591 | -11.3% | 0.05% | -15.0% |
| Q1 2021 | $296,000 | +10.0% | 2,922 | -0.6% | 0.06% | -4.8% |
| Q4 2020 | $269,000 | +30.6% | 2,940 | +15.5% | 0.06% | +12.5% |
| Q3 2020 | $206,000 | -7.2% | 2,546 | -9.6% | 0.06% | -16.4% |
| Q2 2020 | $222,000 | -15.9% | 2,815 | -24.3% | 0.07% | -30.2% |
| Q1 2020 | $264,000 | -32.1% | 3,720 | -10.6% | 0.10% | -12.7% |
| Q4 2019 | $389,000 | +15.4% | 4,159 | +9.6% | 0.11% | +5.8% |
| Q3 2019 | $337,000 | -0.9% | 3,796 | -2.8% | 0.10% | +6.1% |
| Q2 2019 | $340,000 | +7.9% | 3,904 | +6.0% | 0.10% | +4.3% |
| Q1 2019 | $315,000 | -4.5% | 3,682 | -12.9% | 0.09% | -11.3% |
| Q4 2018 | $330,000 | +6.5% | 4,225 | +17.9% | 0.11% | +19.1% |
| Q3 2018 | $310,000 | +9.9% | 3,584 | +5.4% | 0.09% | -1.1% |
| Q2 2018 | $282,000 | -11.0% | 3,399 | -12.3% | 0.09% | -16.7% |
| Q1 2018 | $317,000 | -7.6% | 3,875 | -2.3% | 0.11% | +0.9% |
| Q4 2017 | $343,000 | +5.5% | 3,965 | -0.4% | 0.11% | -13.0% |
| Q3 2017 | $325,000 | +3.8% | 3,980 | -1.1% | 0.12% | -10.2% |
| Q2 2017 | $313,000 | +4.0% | 4,025 | +3.6% | 0.14% | -4.9% |
| Q1 2017 | $301,000 | +24.9% | 3,884 | +22.5% | 0.14% | +2.1% |
| Q4 2016 | $241,000 | – | 3,171 | – | 0.14% | – |
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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% |