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 | $424,232 | -5.4% | 3,577 | -3.5% | 0.04% | -11.4% |
| Q1 2024 | $448,389 | +20.4% | 3,706 | +11.1% | 0.04% | +12.8% |
| Q4 2023 | $372,397 | +3.0% | 3,336 | -4.7% | 0.04% | -2.5% |
| Q3 2023 | $361,723 | -16.5% | 3,501 | -14.3% | 0.04% | -14.9% |
| Q2 2023 | $433,402 | -12.5% | 4,086 | -13.0% | 0.05% | -17.5% |
| Q1 2023 | $495,323 | -9.1% | 4,695 | -6.8% | 0.06% | -20.8% |
| Q4 2022 | $545,054 | -15.0% | 5,037 | -25.5% | 0.07% | -22.6% |
| Q3 2022 | $641,000 | +21.2% | 6,761 | +30.0% | 0.09% | +27.4% |
| Q2 2022 | $529,000 | -18.7% | 5,199 | -10.3% | 0.07% | -96.2% |
| Q1 2022 | $651,000 | -0.3% | 5,798 | -0.5% | 1.94% | +2633.8% |
| Q4 2021 | $653,000 | +12.0% | 5,825 | +3.3% | 0.07% | -11.2% |
| Q3 2021 | $583,000 | – | 5,640 | – | 0.08% | – |
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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% |