VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $370,692,553 | -20.1% | 3,602,160 | -17.6% | 0.12% | -15.9% |
Q2 2023 | $463,750,929 | -2.5% | 4,372,442 | -2.1% | 0.14% | -7.1% |
Q1 2023 | $475,541,029 | +0.2% | 4,464,935 | +1.7% | 0.16% | -4.3% |
Q4 2022 | $474,803,000 | +25.2% | 4,390,492 | +9.7% | 0.16% | +16.4% |
Q3 2022 | $379,248,000 | -7.9% | 4,002,212 | -1.2% | 0.14% | -2.8% |
Q2 2022 | $411,886,000 | +3.6% | 4,051,534 | +14.4% | 0.14% | +23.1% |
Q1 2022 | $397,610,000 | +17.6% | 3,542,085 | +17.3% | 0.12% | +24.5% |
Q4 2021 | $338,174,000 | +9.2% | 3,019,364 | +0.6% | 0.09% | -5.1% |
Q3 2021 | $309,783,000 | +3.8% | 3,002,795 | +5.5% | 0.10% | +7.6% |
Q2 2021 | $298,328,000 | +24.1% | 2,845,210 | +19.6% | 0.09% | +15.0% |
Q1 2021 | $240,402,000 | +31.3% | 2,378,274 | +18.4% | 0.08% | +23.1% |
Q4 2020 | $183,066,000 | +29.8% | 2,008,979 | +15.0% | 0.06% | +14.0% |
Q3 2020 | $141,027,000 | -4.2% | 1,747,203 | -6.4% | 0.06% | -9.5% |
Q2 2020 | $147,213,000 | -1.4% | 1,867,290 | -11.6% | 0.06% | -19.2% |
Q1 2020 | $149,254,000 | -20.2% | 2,111,847 | +5.8% | 0.08% | 0.0% |
Q4 2019 | $186,996,000 | +15.1% | 1,995,766 | +9.0% | 0.08% | +6.8% |
Q3 2019 | $162,468,000 | +17.4% | 1,830,677 | +15.5% | 0.07% | +17.7% |
Q2 2019 | $138,433,000 | +7.0% | 1,584,429 | +5.1% | 0.06% | +5.1% |
Q1 2019 | $129,354,000 | -31.4% | 1,507,106 | -37.6% | 0.06% | -37.2% |
Q4 2018 | $188,451,000 | -29.8% | 2,416,120 | -3.8% | 0.09% | 0.0% |
Q3 2018 | $268,370,000 | +110.0% | 2,510,333 | +63.0% | 0.09% | +64.9% |
Q2 2018 | $127,814,000 | +5.5% | 1,540,551 | +4.7% | 0.06% | +3.6% |
Q1 2018 | $121,103,000 | -5.0% | 1,471,221 | -1.3% | 0.06% | -5.2% |
Q4 2017 | $127,527,000 | +18.5% | 1,490,789 | +12.2% | 0.06% | +13.7% |
Q3 2017 | $107,657,000 | +20.0% | 1,328,251 | +15.6% | 0.05% | +13.3% |
Q2 2017 | $89,708,000 | -3.4% | 1,148,952 | -4.0% | 0.04% | -6.2% |
Q1 2017 | $92,827,000 | +12.4% | 1,196,385 | +9.7% | 0.05% | +6.7% |
Q4 2016 | $82,621,000 | +39.6% | 1,091,081 | +32.8% | 0.04% | +36.4% |
Q3 2016 | $59,175,000 | +33.5% | 821,422 | +32.3% | 0.03% | +26.9% |
Q2 2016 | $44,313,000 | +51.3% | 620,925 | +46.3% | 0.03% | +52.9% |
Q1 2016 | $29,291,000 | +82.4% | 424,427 | +75.7% | 0.02% | +88.9% |
Q4 2015 | $16,063,000 | +48.5% | 241,610 | +40.0% | 0.01% | +28.6% |
Q3 2015 | $10,815,000 | +32.1% | 172,618 | +41.9% | 0.01% | +40.0% |
Q2 2015 | $8,189,000 | +30.0% | 121,640 | +31.9% | 0.01% | +25.0% |
Q1 2015 | $6,297,000 | +53.8% | 92,196 | +54.8% | 0.00% | +100.0% |
Q4 2014 | $4,095,000 | -23.2% | 59,557 | -25.8% | 0.00% | -33.3% |
Q3 2014 | $5,330,000 | +5.0% | 80,286 | +4.9% | 0.00% | 0.0% |
Q2 2014 | $5,078,000 | +85.7% | 76,547 | +76.4% | 0.00% | +50.0% |
Q1 2014 | $2,735,000 | +53.4% | 43,400 | +53.6% | 0.00% | +100.0% |
Q4 2013 | $1,783,000 | +134.6% | 28,262 | +111.6% | 0.00% | – |
Q3 2013 | $760,000 | +20.3% | 13,355 | +19.2% | 0.00% | – |
Q2 2013 | $632,000 | – | 11,205 | – | 0.00% | – |
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% |