VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,616 | -1.4% | 22,056 | +0.6% | 1.28% | -4.0% |
| Q1 2024 | $2,652 | +8.8% | 21,923 | +0.4% | 1.33% | -3.2% |
| Q4 2023 | $2,437 | +5.9% | 21,833 | -2.0% | 1.37% | -10.1% |
| Q3 2023 | $2,301 | -2.2% | 22,268 | +0.4% | 1.53% | 0.0% |
| Q2 2023 | $2,352 | +0.6% | 22,171 | +0.1% | 1.53% | -5.7% |
| Q1 2023 | $2,338 | -2.0% | 22,157 | +0.5% | 1.62% | -10.8% |
| Q4 2022 | $2,385 | -99.9% | 22,037 | +5.7% | 1.82% | +14.2% |
| Q3 2022 | $1,978,000 | -6.3% | 20,843 | +0.4% | 1.59% | -18.1% |
| Q2 2022 | $2,112,000 | -7.0% | 20,770 | +2.8% | 1.94% | +5.6% |
| Q1 2022 | $2,271,000 | +0.6% | 20,210 | +0.3% | 1.84% | -2.3% |
| Q4 2021 | $2,258,000 | – | 20,142 | – | 1.88% | – |
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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% |