VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,574 filers reported holding VANGUARD WHITEHALL FDS in Q1 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $386,162 | -2.0% | 3,256 | 0.0% | 0.20% | -1.4% |
Q1 2024 | $393,943 | +8.4% | 3,256 | 0.0% | 0.21% | +0.5% |
Q4 2023 | $363,467 | +8.0% | 3,256 | 0.0% | 0.21% | +3.0% |
Q3 2023 | $336,410 | -2.6% | 3,256 | 0.0% | 0.20% | -3.8% |
Q2 2023 | $345,364 | +0.5% | 3,256 | 0.0% | 0.21% | -3.3% |
Q1 2023 | $343,508 | -2.5% | 3,256 | 0.0% | 0.22% | -6.9% |
Q4 2022 | $352,332 | +14.0% | 3,256 | 0.0% | 0.23% | +1.3% |
Q3 2022 | $309,000 | -6.6% | 3,256 | 0.0% | 0.23% | -0.9% |
Q2 2022 | $331,000 | -9.3% | 3,256 | 0.0% | 0.23% | -0.9% |
Q1 2022 | $365,000 | +12.3% | 3,256 | +12.4% | 0.23% | +11.5% |
Q4 2021 | $325,000 | +8.7% | 2,896 | 0.0% | 0.21% | -3.3% |
Q3 2021 | $299,000 | -1.3% | 2,896 | 0.0% | 0.22% | -0.9% |
Q2 2021 | $303,000 | +3.4% | 2,896 | 0.0% | 0.22% | -4.4% |
Q1 2021 | $293,000 | +10.6% | 2,896 | 0.0% | 0.23% | +1.8% |
Q4 2020 | $265,000 | – | 2,896 | – | 0.22% | – |
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% |