VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,097 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $221,436 | -12.6% | 1,867 | -10.8% | 0.10% | -14.4% |
| Q1 2024 | $253,242 | -1.2% | 2,093 | -8.8% | 0.11% | -5.9% |
| Q4 2023 | $256,200 | +9.1% | 2,295 | +1.0% | 0.12% | -15.7% |
| Q3 2023 | $234,807 | -1.9% | 2,273 | +0.8% | 0.14% | +2.2% |
| Q2 2023 | $239,271 | +1.4% | 2,256 | +0.8% | 0.14% | -3.5% |
| Q1 2023 | $235,997 | -1.8% | 2,237 | +0.7% | 0.14% | -8.4% |
| Q4 2022 | $240,345 | +13.9% | 2,221 | 0.0% | 0.16% | +3.3% |
| Q3 2022 | $211,000 | -6.6% | 2,221 | 0.0% | 0.15% | -10.7% |
| Q2 2022 | $226,000 | -9.2% | 2,221 | 0.0% | 0.17% | -7.2% |
| Q1 2022 | $249,000 | 0.0% | 2,221 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $249,000 | +9.2% | 2,221 | +0.8% | 0.18% | +3.5% |
| Q3 2021 | $228,000 | -0.4% | 2,203 | +0.7% | 0.17% | -6.6% |
| Q2 2021 | $229,000 | +4.1% | 2,187 | +0.7% | 0.18% | -7.1% |
| Q1 2021 | $220,000 | +11.7% | 2,171 | +0.6% | 0.20% | +1.0% |
| Q4 2020 | $197,000 | – | 2,157 | – | 0.19% | – |
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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% |