VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,605,764 | -1.6% | 489,796 | +1.0% | 0.94% | +5.4% |
| Q2 2023 | $51,450,927 | +0.3% | 485,066 | -0.3% | 0.89% | -15.0% |
| Q1 2023 | $51,318,705 | +2.4% | 486,433 | +5.1% | 1.05% | -3.8% |
| Q4 2022 | $50,092,455 | +20.5% | 462,919 | +5.7% | 1.09% | +14.5% |
| Q3 2022 | $41,570,000 | -6.8% | 438,136 | -0.1% | 0.95% | -2.0% |
| Q2 2022 | $44,615,000 | +0.3% | 438,690 | +10.7% | 0.97% | +23.6% |
| Q1 2022 | $44,480,000 | +15.3% | 396,261 | +15.1% | 0.79% | +18.2% |
| Q4 2021 | $38,592,000 | +16.2% | 344,235 | +7.1% | 0.67% | +8.8% |
| Q3 2021 | $33,212,000 | +19.1% | 321,356 | +20.8% | 0.61% | +21.4% |
| Q2 2021 | $27,875,000 | +10.9% | 266,059 | +7.0% | 0.50% | +5.2% |
| Q1 2021 | $25,133,000 | +12.9% | 248,616 | +2.2% | 0.48% | +6.0% |
| Q4 2020 | $22,256,000 | +15.1% | 243,212 | +1.8% | 0.45% | -1.5% |
| Q3 2020 | $19,334,000 | +6.8% | 238,898 | +4.0% | 0.46% | +2.9% |
| Q2 2020 | $18,100,000 | +17.4% | 229,758 | +5.4% | 0.45% | -4.7% |
| Q1 2020 | $15,420,000 | -43.9% | 217,954 | -25.7% | 0.47% | -22.3% |
| Q4 2019 | $27,500,000 | +5.4% | 293,456 | -0.2% | 0.60% | -2.1% |
| Q3 2019 | $26,097,000 | +2.1% | 294,112 | +0.5% | 0.62% | +2.7% |
| Q2 2019 | $25,562,000 | +7.8% | 292,536 | +5.7% | 0.60% | +11.8% |
| Q1 2019 | $23,714,000 | +3.1% | 276,834 | -6.1% | 0.54% | -9.8% |
| Q4 2018 | $23,002,000 | +0.2% | 294,934 | +11.9% | 0.59% | +24.8% |
| Q3 2018 | $22,950,000 | +10.4% | 263,520 | +5.2% | 0.48% | +11.2% |
| Q2 2018 | $20,797,000 | -0.0% | 250,420 | -0.7% | 0.43% | +4.9% |
| Q1 2018 | $20,798,000 | -2.3% | 252,128 | +1.4% | 0.41% | -0.2% |
| Q4 2017 | $21,293,000 | +4.1% | 248,667 | -1.5% | 0.41% | +8.5% |
| Q3 2017 | $20,458,000 | -7.7% | 252,355 | -11.0% | 0.38% | -11.5% |
| Q2 2017 | $22,173,000 | -0.6% | 283,683 | -1.2% | 0.43% | 0.0% |
| Q1 2017 | $22,297,000 | +4.0% | 287,146 | +1.5% | 0.43% | -1.6% |
| Q4 2016 | $21,442,000 | +5.0% | 282,992 | -0.1% | 0.43% | +5.6% |
| Q3 2016 | $20,426,000 | +3.9% | 283,146 | +3.0% | 0.41% | -3.1% |
| Q2 2016 | $19,651,000 | +11.0% | 274,988 | +7.2% | 0.42% | +11.6% |
| Q1 2016 | $17,711,000 | +12.8% | 256,526 | +9.1% | 0.38% | +15.2% |
| Q4 2015 | $15,698,000 | +11.1% | 235,170 | +4.3% | 0.33% | +5.1% |
| Q3 2015 | $14,127,000 | -16.1% | 225,488 | -9.8% | 0.31% | 0.0% |
| Q2 2015 | $16,836,000 | +3.5% | 250,094 | +5.0% | 0.31% | +3.0% |
| Q1 2015 | $16,273,000 | +6.0% | 238,254 | +6.6% | 0.30% | +1.0% |
| Q4 2014 | $15,359,000 | +1.5% | 223,409 | -2.0% | 0.30% | -2.3% |
| Q3 2014 | $15,135,000 | -3.5% | 227,899 | -3.7% | 0.31% | +0.7% |
| Q2 2014 | $15,689,000 | +4.1% | 236,584 | -0.9% | 0.31% | +4.1% |
| Q1 2014 | $15,065,000 | +0.4% | 238,676 | -0.9% | 0.29% | +0.3% |
| Q4 2013 | $15,010,000 | +10.6% | 240,855 | +2.0% | 0.29% | +4.3% |
| Q3 2013 | $13,577,000 | -2.5% | 236,166 | -4.3% | 0.28% | -10.2% |
| Q2 2013 | $13,918,000 | – | 246,901 | – | 0.31% | – |
Download | ||||||
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% |
| Coco Enterprises, 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% |