VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 585 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,373,640 | -2.7% | 53,741 | -0.7% | 1.17% | -6.0% |
| Q1 2024 | $6,550,236 | +15.1% | 54,139 | +6.2% | 1.24% | +5.1% |
| Q4 2023 | $5,689,081 | +11.3% | 50,964 | +3.1% | 1.18% | -0.3% |
| Q3 2023 | $5,109,198 | +1.1% | 49,450 | +3.9% | 1.18% | +1.7% |
| Q2 2023 | $5,054,923 | +1.8% | 47,607 | +1.2% | 1.16% | -6.5% |
| Q1 2023 | $4,963,853 | +1.9% | 47,051 | +4.6% | 1.25% | -6.2% |
| Q4 2022 | $4,868,956 | +16.0% | 44,995 | +1.7% | 1.33% | +9.1% |
| Q3 2022 | $4,196,045 | -0.7% | 44,225 | +6.4% | 1.22% | +6.2% |
| Q2 2022 | $4,227,642 | -2.4% | 41,570 | +7.8% | 1.15% | +1.4% |
| Q1 2022 | $4,329,388 | +3.2% | 38,569 | +3.1% | 1.13% | +3.7% |
| Q4 2021 | $4,195,632 | +15.2% | 37,424 | +6.2% | 1.09% | +3.5% |
| Q3 2021 | $3,643,096 | -0.9% | 35,250 | +0.4% | 1.05% | -7.8% |
| Q2 2021 | $3,676,903 | +4.2% | 35,095 | +0.6% | 1.14% | -7.1% |
| Q1 2021 | $3,527,799 | +12.5% | 34,898 | +1.8% | 1.23% | -0.2% |
| Q4 2020 | $3,136,347 | +17.6% | 34,273 | +4.0% | 1.23% | +3.3% |
| Q3 2020 | $2,666,419 | +5.9% | 32,947 | +3.1% | 1.20% | -7.6% |
| Q2 2020 | $2,517,741 | +17.1% | 31,959 | +5.1% | 1.29% | -14.3% |
| Q1 2020 | $2,150,736 | -23.8% | 30,399 | +0.9% | 1.51% | 0.0% |
| Q4 2019 | $2,823,119 | +14.1% | 30,126 | +8.0% | 1.51% | -7.7% |
| Q3 2019 | $2,475,145 | +4.1% | 27,895 | +2.5% | 1.64% | +0.5% |
| Q2 2019 | $2,378,752 | +8.9% | 27,223 | +6.7% | 1.63% | +2.5% |
| Q1 2019 | $2,184,782 | +12.0% | 25,505 | +2.0% | 1.59% | -3.4% |
| Q4 2018 | $1,951,035 | -8.7% | 25,016 | +1.9% | 1.64% | +7.7% |
| Q3 2018 | $2,137,979 | +4.8% | 24,549 | -0.1% | 1.53% | -4.6% |
| Q2 2018 | $2,040,877 | +5.1% | 24,574 | +5.3% | 1.60% | -0.2% |
| Q1 2018 | $1,941,893 | +0.4% | 23,341 | +3.3% | 1.60% | -4.7% |
| Q4 2017 | $1,934,661 | +9.6% | 22,593 | +3.8% | 1.68% | +2.0% |
| Q3 2017 | $1,765,345 | +7.8% | 21,776 | +3.9% | 1.65% | +25.9% |
| Q2 2017 | $1,638,085 | +6.4% | 20,958 | +6.0% | 1.31% | -1.0% |
| Q1 2017 | $1,539,454 | +1.7% | 19,767 | -1.0% | 1.32% | -3.0% |
| Q4 2016 | $1,513,253 | – | 19,972 | – | 1.36% | – |
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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% |