VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,800,997 | -9.5% | 17,431 | -7.1% | 0.14% | -24.2% |
| Q2 2023 | $1,990,443 | +4.7% | 18,765 | +4.1% | 0.18% | +50.4% |
| Q1 2023 | $1,900,851 | -13.4% | 18,018 | -11.2% | 0.12% | -45.0% |
| Q4 2022 | $2,194,583 | +79.4% | 20,281 | +57.2% | 0.22% | +368.1% |
| Q3 2022 | $1,223,000 | +5.0% | 12,899 | +12.6% | 0.05% | -70.8% |
| Q2 2022 | $1,165,000 | -15.0% | 11,459 | -6.1% | 0.16% | +9.5% |
| Q1 2022 | $1,370,000 | +3.6% | 12,207 | +3.4% | 0.15% | +7.3% |
| Q4 2021 | $1,323,000 | +3.5% | 11,805 | +0.2% | 0.14% | -15.4% |
| Q3 2021 | $1,278,000 | -8.2% | 11,782 | -11.3% | 0.16% | -16.9% |
| Q2 2021 | $1,392,000 | +31.4% | 13,290 | +26.8% | 0.20% | +7.1% |
| Q1 2021 | $1,059,000 | +33.0% | 10,481 | +20.5% | 0.18% | +11.0% |
| Q4 2020 | $796,000 | +115.1% | 8,700 | +90.3% | 0.16% | +86.4% |
| Q3 2020 | $370,000 | +14.6% | 4,571 | +11.4% | 0.09% | +4.8% |
| Q2 2020 | $323,000 | +8.8% | 4,102 | -2.6% | 0.08% | -16.8% |
| Q1 2020 | $297,000 | -24.6% | 4,211 | +0.0% | 0.10% | -1.9% |
| Q4 2019 | $394,000 | -2.7% | 4,210 | -7.7% | 0.10% | -11.2% |
| Q3 2019 | $405,000 | +55.2% | 4,563 | +52.8% | 0.12% | +38.1% |
| Q2 2019 | $261,000 | +2.4% | 2,987 | +0.0% | 0.08% | +1.2% |
| Q1 2019 | $255,000 | +9.9% | 2,986 | +0.0% | 0.08% | -16.2% |
| Q4 2018 | $232,000 | +3.1% | 2,985 | +15.3% | 0.10% | -5.7% |
| Q3 2018 | $225,000 | +120.6% | 2,588 | +108.4% | 0.10% | +123.4% |
| Q1 2018 | $102,000 | -12.8% | 1,242 | -9.5% | 0.05% | -13.0% |
| Q4 2017 | $117,000 | – | 1,372 | – | 0.05% | – |
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% |
| 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% |