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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,294,506 | -5.7% | 36,210 | -3.8% | 1.30% | -3.3% |
| Q1 2024 | $4,553,921 | +6.7% | 37,639 | -1.6% | 1.34% | +3.5% |
| Q4 2023 | $4,269,686 | +20.9% | 38,249 | +11.9% | 1.30% | +6.1% |
| Q3 2023 | $3,530,246 | +16.8% | 34,168 | +19.9% | 1.22% | +22.6% |
| Q2 2023 | $3,022,223 | +12.2% | 28,493 | +11.6% | 1.00% | +14.7% |
| Q1 2023 | $2,693,415 | +8.8% | 25,530 | +11.6% | 0.87% | +8.1% |
| Q4 2022 | $2,475,304 | +24.6% | 22,875 | +9.2% | 0.80% | +14.4% |
| Q3 2022 | $1,987,000 | +31.7% | 20,940 | +41.1% | 0.70% | +44.7% |
| Q2 2022 | $1,509,000 | +23.5% | 14,840 | +36.3% | 0.48% | +46.5% |
| Q1 2022 | $1,222,000 | +29.2% | 10,890 | +29.0% | 0.33% | +28.3% |
| Q4 2021 | $946,000 | +8.5% | 8,440 | 0.0% | 0.26% | +5.7% |
| Q3 2021 | $872,000 | +10.8% | 8,440 | +8.3% | 0.24% | +63.8% |
| Q1 2021 | $787,000 | -15.6% | 7,790 | -25.3% | 0.15% | +7350.0% |
| Q4 2020 | $932,000 | +21.8% | 10,422 | +10.3% | 0.00% | -99.1% |
| Q3 2020 | $765,000 | +20.5% | 9,450 | +17.0% | 0.22% | +135.9% |
| Q2 2020 | $635,000 | +4.1% | 8,075 | -6.3% | 0.09% | -7.1% |
| Q1 2020 | $610,000 | +3488.2% | 8,615 | +3489.6% | 0.10% | +4850.0% |
| Q4 2019 | $17,000 | – | 240 | – | 0.00% | – |
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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% |
| 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% |