VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,006 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,497,641 | +1.3% | 105,376 | +3.3% | 6.63% | -3.2% |
| Q1 2024 | $12,342,209 | +9.7% | 102,010 | +1.2% | 6.84% | +2.7% |
| Q4 2023 | $11,246,789 | +12.6% | 100,751 | +4.2% | 6.66% | +0.3% |
| Q3 2023 | $9,989,763 | -0.2% | 96,688 | +2.5% | 6.64% | +3.7% |
| Q2 2023 | $10,006,326 | +4.5% | 94,337 | +3.9% | 6.40% | +0.8% |
| Q1 2023 | $9,575,286 | -2.0% | 90,761 | +0.6% | 6.35% | -4.8% |
| Q4 2022 | $9,765,953 | +15.8% | 90,250 | +1.6% | 6.68% | +7.9% |
| Q3 2022 | $8,430,000 | -6.4% | 88,847 | +0.3% | 6.19% | -2.8% |
| Q2 2022 | $9,006,000 | -9.6% | 88,552 | -0.2% | 6.37% | -1.7% |
| Q1 2022 | $9,961,000 | +0.1% | 88,740 | +2.2% | 6.48% | +0.6% |
| Q4 2021 | $9,951,000 | +14.5% | 86,871 | +3.3% | 6.44% | +4.9% |
| Q3 2021 | $8,688,000 | -7.5% | 84,061 | -6.2% | 6.14% | -6.7% |
| Q2 2021 | $9,389,000 | +0.9% | 89,614 | -2.6% | 6.58% | -7.6% |
| Q1 2021 | $9,302,000 | +3.2% | 92,016 | -6.6% | 7.12% | -1.3% |
| Q4 2020 | $9,014,000 | +11.3% | 98,502 | -1.6% | 7.22% | +1.8% |
| Q3 2020 | $8,101,000 | +1.2% | 100,093 | -1.5% | 7.09% | -4.4% |
| Q2 2020 | $8,007,000 | +9.8% | 101,643 | -1.4% | 7.42% | -4.8% |
| Q1 2020 | $7,293,000 | -14.2% | 103,081 | +13.6% | 7.79% | -1.5% |
| Q4 2019 | $8,499,000 | – | 90,715 | – | 7.91% | – |
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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% |