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 | $231,646 | +13.3% | 1,953 | -1.3% | 0.01% | -14.3% |
| Q3 2023 | $204,367 | +1.3% | 1,978 | +4.0% | 0.01% | -53.3% |
| Q2 2023 | $201,745 | -9.4% | 1,902 | -9.9% | 0.02% | -11.8% |
| Q1 2023 | $222,581 | -49.8% | 2,110 | -48.5% | 0.02% | -54.1% |
| Q4 2022 | $443,445 | -44.8% | 4,098 | -51.6% | 0.04% | -51.3% |
| Q3 2022 | $803,000 | +21.3% | 8,468 | +30.1% | 0.08% | +24.6% |
| Q2 2022 | $662,000 | +26.6% | 6,510 | +39.6% | 0.06% | +48.8% |
| Q1 2022 | $523,000 | +50.3% | 4,662 | +50.2% | 0.04% | +64.0% |
| Q4 2021 | $348,000 | – | 3,103 | – | 0.02% | – |
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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% |