VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $252,334 | +4.4% | 2,127,603 | +6.5% | 0.40% | -0.7% |
Q1 2024 | $241,741 | +3.0% | 1,998,021 | -5.0% | 0.40% | -6.5% |
Q4 2023 | $234,712 | +6.7% | 2,102,592 | -1.3% | 0.43% | -5.7% |
Q3 2023 | $219,993 | -2.4% | 2,129,240 | +0.2% | 0.46% | -0.4% |
Q2 2023 | $225,318 | -3.3% | 2,124,239 | -3.8% | 0.46% | -6.3% |
Q1 2023 | $233,044 | -1.7% | 2,208,954 | +0.9% | 0.49% | -14.2% |
Q4 2022 | $236,995 | -99.9% | 2,190,148 | +7.9% | 0.57% | +14.7% |
Q3 2022 | $192,673,000 | +6.7% | 2,030,703 | +14.4% | 0.50% | +5.7% |
Q2 2022 | $180,499,000 | -7.5% | 1,774,818 | +2.1% | 0.47% | +5.4% |
Q1 2022 | $195,205,000 | +22.5% | 1,739,021 | +22.3% | 0.45% | +24.2% |
Q4 2021 | $159,396,000 | +10.1% | 1,421,789 | +1.5% | 0.36% | -1.1% |
Q3 2021 | $144,716,000 | -0.4% | 1,400,258 | +1.0% | 0.36% | -1.6% |
Q2 2021 | $145,243,000 | +9.4% | 1,386,307 | +5.6% | 0.37% | -1.6% |
Q1 2021 | $132,714,000 | +23.6% | 1,312,831 | +11.9% | 0.38% | +16.1% |
Q4 2020 | $107,375,000 | +14.2% | 1,173,373 | +1.0% | 0.32% | +0.6% |
Q3 2020 | $94,038,000 | -1.6% | 1,161,969 | -4.2% | 0.32% | -11.1% |
Q2 2020 | $95,536,000 | +9.6% | 1,212,695 | -1.5% | 0.36% | -11.1% |
Q1 2020 | $87,137,000 | -27.7% | 1,231,620 | -4.2% | 0.41% | -11.4% |
Q4 2019 | $120,486,000 | +7.9% | 1,285,736 | +2.2% | 0.46% | -3.8% |
Q3 2019 | $111,629,000 | +5.9% | 1,258,084 | +4.3% | 0.48% | +2.6% |
Q2 2019 | $105,384,000 | +2.9% | 1,206,053 | +0.9% | 0.46% | -1.9% |
Q1 2019 | $102,406,000 | +16.8% | 1,195,496 | +6.4% | 0.47% | +1.5% |
Q4 2018 | $87,641,000 | -13.8% | 1,123,757 | -3.8% | 0.47% | -4.3% |
Q3 2018 | $101,709,000 | +5.2% | 1,167,865 | +0.3% | 0.49% | -3.6% |
Q2 2018 | $96,673,000 | +0.8% | 1,164,033 | +0.1% | 0.50% | -2.9% |
Q1 2018 | $95,907,000 | -5.2% | 1,162,658 | -1.6% | 0.52% | -6.0% |
Q4 2017 | $101,207,000 | – | 1,181,914 | – | 0.55% | – |
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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% |