VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $7,663 | +15.6% | 63,335 | +6.6% | 3.63% | +2.0% |
Q4 2023 | $6,630 | +7.7% | 59,392 | -0.3% | 3.56% | -3.9% |
Q3 2023 | $6,154 | +26.0% | 59,566 | +28.7% | 3.70% | -5.9% |
Q1 2023 | $4,884 | -27.3% | 46,298 | -25.5% | 3.93% | -16.2% |
Q4 2022 | $6,721 | -99.9% | 62,113 | +25.1% | 4.70% | +13.1% |
Q3 2022 | $4,711,000 | -30.8% | 49,657 | -25.8% | 4.15% | -12.8% |
Q2 2022 | $6,803,000 | -9.5% | 66,890 | -0.1% | 4.76% | -7.6% |
Q1 2022 | $7,517,000 | -0.2% | 66,964 | -0.4% | 5.16% | +2.6% |
Q4 2021 | $7,535,000 | +0.6% | 67,212 | -6.0% | 5.02% | -26.5% |
Q2 2021 | $7,491,000 | +6.4% | 71,501 | +2.7% | 6.83% | +26.0% |
Q1 2021 | $7,039,000 | -1.3% | 69,627 | -10.7% | 5.42% | -3.2% |
Q4 2020 | $7,135,000 | – | 77,973 | – | 5.60% | – |
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% |