VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,613,418 | -0.6% | 22,036 | +1.5% | 0.21% | -10.3% |
| Q1 2024 | $2,627,942 | -4.3% | 21,720 | -11.7% | 0.23% | -22.9% |
| Q4 2023 | $2,744,736 | +366.2% | 24,588 | +331.5% | 0.30% | +159.5% |
| Q3 2023 | $588,697 | -2.6% | 5,698 | +0.0% | 0.12% | -9.4% |
| Q2 2023 | $604,156 | +0.8% | 5,696 | +0.2% | 0.13% | -8.6% |
| Q1 2023 | $599,589 | -11.2% | 5,683 | -8.9% | 0.14% | -20.0% |
| Q4 2022 | $675,014 | +77.2% | 6,238 | +55.3% | 0.18% | +8.7% |
| Q3 2022 | $381,000 | +9.5% | 4,018 | +24.7% | 0.16% | +5.2% |
| Q2 2022 | $348,000 | +41.5% | 3,223 | +46.9% | 0.15% | +71.9% |
| Q1 2022 | $246,000 | +9.3% | 2,194 | +9.0% | 0.09% | +21.9% |
| Q4 2021 | $225,000 | – | 2,013 | – | 0.07% | – |
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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% |