VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,599,628 | -15.2% | 34,840 | -12.9% | 1.57% | -10.2% |
| Q2 2023 | $4,243,779 | +0.6% | 40,009 | +0.0% | 1.75% | -3.4% |
| Q1 2023 | $4,219,198 | +1.1% | 39,992 | +3.7% | 1.81% | -3.1% |
| Q4 2022 | $4,175,080 | +15.9% | 38,583 | +1.6% | 1.86% | +18.3% |
| Q3 2022 | $3,602,000 | -6.8% | 37,963 | -0.1% | 1.58% | -8.6% |
| Q2 2022 | $3,864,000 | -54.1% | 37,998 | -49.3% | 1.72% | +5.2% |
| Q1 2022 | $8,420,000 | +124.0% | 75,008 | +123.7% | 1.64% | +12.0% |
| Q4 2021 | $3,759,000 | +14.5% | 33,533 | +5.6% | 1.46% | +3.0% |
| Q3 2021 | $3,282,000 | -2.0% | 31,753 | -0.7% | 1.42% | -3.5% |
| Q2 2021 | $3,349,000 | +5.6% | 31,967 | +1.9% | 1.47% | -3.3% |
| Q1 2021 | $3,172,000 | +13.0% | 31,380 | +2.3% | 1.52% | +12.7% |
| Q4 2020 | $2,808,000 | +9.1% | 30,689 | -3.5% | 1.35% | -8.5% |
| Q3 2020 | $2,574,000 | +0.4% | 31,804 | -2.3% | 1.48% | -7.2% |
| Q2 2020 | $2,563,000 | +8.8% | 32,538 | -2.2% | 1.59% | -8.9% |
| Q1 2020 | $2,355,000 | -24.5% | 33,280 | -0.0% | 1.75% | -6.2% |
| Q4 2019 | $3,119,000 | +5.7% | 33,284 | +0.1% | 1.86% | -1.3% |
| Q3 2019 | $2,951,000 | -9.3% | 33,253 | -10.7% | 1.89% | +130.8% |
| Q2 2019 | $3,253,000 | +13.9% | 37,225 | +11.6% | 0.82% | -58.1% |
| Q1 2019 | $2,856,000 | +2.5% | 33,344 | -6.7% | 1.95% | +8.0% |
| Q4 2018 | $2,787,000 | +1.3% | 35,744 | +13.1% | 1.80% | -3.2% |
| Q3 2018 | $2,752,000 | +3.7% | 31,604 | -1.2% | 1.86% | +1.6% |
| Q2 2018 | $2,655,000 | -3.7% | 31,973 | -4.4% | 1.83% | -6.1% |
| Q1 2018 | $2,758,000 | -6.3% | 33,442 | -2.7% | 1.95% | +2.9% |
| Q4 2017 | $2,942,000 | – | 34,365 | – | 1.90% | – |
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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% |