VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,123 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,049,847 | -3.3% | 8,852 | -1.4% | 0.28% | -14.5% |
| Q1 2024 | $1,086,127 | +8.7% | 8,977 | +0.3% | 0.32% | -7.4% |
| Q4 2023 | $999,312 | +97.5% | 8,952 | +82.8% | 0.35% | +64.0% |
| Q3 2023 | $505,958 | -2.6% | 4,897 | 0.0% | 0.21% | +1.4% |
| Q2 2023 | $519,425 | +3.2% | 4,897 | +2.6% | 0.21% | -3.7% |
| Q1 2023 | $503,446 | +97467.1% | 4,772 | 0.0% | 0.22% | -5.6% |
| Q4 2022 | $516 | -99.9% | 4,772 | -1.0% | 0.23% | +2.7% |
| Q3 2022 | $458,000 | -9.3% | 4,822 | -3.0% | 0.23% | 0.0% |
| Q2 2022 | $505,000 | -11.2% | 4,969 | -1.9% | 0.23% | +0.4% |
| Q1 2022 | $569,000 | +0.2% | 5,066 | 0.0% | 0.22% | -3.0% |
| Q4 2021 | $568,000 | +3.6% | 5,066 | -4.4% | 0.23% | -2.1% |
| Q3 2021 | $548,000 | -4.5% | 5,300 | -3.3% | 0.24% | -6.7% |
| Q2 2021 | $574,000 | +16.0% | 5,482 | +11.9% | 0.25% | +5.8% |
| Q1 2021 | $495,000 | +10.5% | 4,897 | 0.0% | 0.24% | +3.4% |
| Q4 2020 | $448,000 | +17.9% | 4,897 | +4.2% | 0.23% | +7.4% |
| Q3 2020 | $380,000 | +55.1% | 4,701 | +50.9% | 0.22% | +35.8% |
| Q2 2020 | $245,000 | +28.9% | 3,115 | +16.2% | 0.16% | +6.7% |
| Q1 2020 | $190,000 | -24.3% | 2,680 | 0.0% | 0.15% | -8.0% |
| Q4 2019 | $251,000 | +5.5% | 2,680 | 0.0% | 0.16% | -4.1% |
| Q3 2019 | $238,000 | +6.2% | 2,680 | +4.5% | 0.17% | -3.4% |
| Q2 2019 | $224,000 | -11.8% | 2,565 | -13.5% | 0.18% | -15.9% |
| Q1 2019 | $254,000 | +10.0% | 2,965 | 0.0% | 0.21% | -1.0% |
| Q4 2018 | $231,000 | -10.5% | 2,965 | 0.0% | 0.21% | +3.4% |
| Q3 2018 | $258,000 | +253.4% | 2,965 | +238.9% | 0.20% | +232.8% |
| Q2 2018 | $73,000 | – | 875 | – | 0.06% | – |
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% |