VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,587 | -8.4% | 6,442 | -5.9% | 0.02% | -12.0% |
| Q2 2023 | $726,261 | -56.5% | 6,847 | -56.7% | 0.02% | -58.3% |
| Q1 2023 | $1,669,854 | +35.7% | 15,828 | +39.2% | 0.06% | +27.7% |
| Q4 2022 | $1,230,564 | -25.6% | 11,372 | -34.7% | 0.05% | -30.9% |
| Q3 2022 | $1,653,000 | -5.2% | 17,417 | +1.6% | 0.07% | -1.4% |
| Q2 2022 | $1,744,000 | -66.0% | 17,147 | -62.5% | 0.07% | -60.1% |
| Q1 2022 | $5,134,000 | +11.6% | 45,738 | +11.4% | 0.17% | +17.7% |
| Q4 2021 | $4,601,000 | +11.3% | 41,041 | +2.6% | 0.15% | +4.3% |
| Q3 2021 | $4,134,000 | +3.0% | 40,001 | +4.4% | 0.14% | +1.4% |
| Q2 2021 | $4,015,000 | +2.8% | 38,320 | -0.8% | 0.14% | -4.1% |
| Q1 2021 | $3,906,000 | +449.4% | 38,640 | +397.6% | 0.14% | +353.1% |
| Q4 2020 | $711,000 | -56.6% | 7,766 | -61.6% | 0.03% | -62.4% |
| Q3 2020 | $1,637,000 | +166.6% | 20,232 | +159.5% | 0.08% | +150.0% |
| Q2 2020 | $614,000 | +3.2% | 7,796 | -7.3% | 0.03% | -19.0% |
| Q1 2020 | $595,000 | -1.2% | 8,414 | +31.0% | 0.04% | +23.5% |
| Q4 2019 | $602,000 | -5.9% | 6,423 | -10.9% | 0.03% | -12.8% |
| Q3 2019 | $640,000 | +1.6% | 7,211 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $630,000 | +1.9% | 7,211 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $618,000 | +15.5% | 7,211 | +5.1% | 0.04% | +5.6% |
| Q4 2018 | $535,000 | -10.5% | 6,861 | 0.0% | 0.04% | +2.9% |
| Q3 2018 | $598,000 | +4.9% | 6,861 | 0.0% | 0.04% | +2.9% |
| Q2 2018 | $570,000 | -1.9% | 6,861 | -2.6% | 0.03% | -8.1% |
| Q1 2018 | $581,000 | -5.1% | 7,046 | -1.4% | 0.04% | -5.1% |
| Q4 2017 | $612,000 | +5.7% | 7,146 | 0.0% | 0.04% | -13.3% |
| Q3 2017 | $579,000 | +6.6% | 7,146 | +2.9% | 0.04% | +2.3% |
| Q2 2017 | $543,000 | -1.5% | 6,946 | -2.1% | 0.04% | -4.3% |
| Q1 2017 | $551,000 | +6.2% | 7,096 | +3.6% | 0.05% | -4.2% |
| Q4 2016 | $519,000 | +5.1% | 6,848 | 0.0% | 0.05% | +4.3% |
| Q3 2016 | $494,000 | +1.0% | 6,848 | 0.0% | 0.05% | -20.7% |
| Q2 2016 | $489,000 | +3.4% | 6,848 | 0.0% | 0.06% | -12.1% |
| Q1 2016 | $473,000 | -18.4% | 6,848 | -26.0% | 0.07% | -27.5% |
| Q3 2015 | $580,000 | -13.9% | 9,260 | -7.5% | 0.09% | -12.5% |
| Q2 2015 | $674,000 | -4.7% | 10,010 | -3.3% | 0.10% | +6.1% |
| Q1 2015 | $707,000 | -16.6% | 10,350 | -16.1% | 0.10% | -18.3% |
| Q4 2014 | $848,000 | +12.2% | 12,338 | +8.3% | 0.12% | +3.4% |
| Q3 2014 | $756,000 | -18.1% | 11,388 | -18.2% | 0.12% | -18.3% |
| Q2 2014 | $923,000 | -1.0% | 13,923 | -5.8% | 0.14% | -4.1% |
| Q1 2014 | $932,000 | +1.2% | 14,773 | 0.0% | 0.15% | 0.0% |
| Q4 2013 | $921,000 | +25.5% | 14,773 | +15.7% | 0.15% | +6.5% |
| Q3 2013 | $734,000 | +141.4% | 12,773 | +136.5% | 0.14% | +152.7% |
| Q2 2013 | $304,000 | – | 5,400 | – | 0.06% | – |
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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% |
| 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% |