VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,723 | +98944.8% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29 | 0.0% | 278 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $29 | -3.3% | 278 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $30 | -99.9% | 278 | 0.0% | 0.02% | +15.4% |
| Q3 2022 | $26,000 | -7.1% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $28,000 | -9.7% | 278 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $31,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 278 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $28,000 | +12.0% | 278 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $25,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $22,000 | 0.0% | 278 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $22,000 | -15.4% | 278 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $26,000 | +4.0% | 278 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $25,000 | +4.2% | 278 | 0.0% | 0.02% | +5.9% |
| Q2 2019 | $24,000 | 0.0% | 278 | 0.0% | 0.02% | -10.5% |
| Q1 2019 | $24,000 | +9.1% | 278 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | -12.0% | 278 | -9.2% | 0.02% | +5.6% |
| Q3 2018 | $25,000 | -3.8% | 306 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $26,000 | +4.0% | 306 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $25,000 | -13.8% | 306 | -8.7% | 0.02% | -21.7% |
| Q4 2017 | $29,000 | – | 335 | – | 0.02% | – |
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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% |
| Coco Enterprises, 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% |