VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,279,314 | -5.5% | 12,382 | -3.0% | 0.02% | -5.9% |
| Q2 2023 | $1,353,581 | +6.3% | 12,761 | +5.7% | 0.02% | 0.0% |
| Q1 2023 | $1,273,412 | -5.1% | 12,070 | -2.6% | 0.02% | -5.6% |
| Q4 2022 | $1,341,445 | +13.6% | 12,397 | -0.4% | 0.02% | 0.0% |
| Q3 2022 | $1,181,000 | +4.0% | 12,446 | +11.4% | 0.02% | +12.5% |
| Q2 2022 | $1,136,000 | -3.8% | 11,175 | +6.2% | 0.02% | +6.7% |
| Q1 2022 | $1,181,000 | -6.3% | 10,520 | -6.5% | 0.02% | 0.0% |
| Q4 2021 | $1,261,000 | +29.2% | 11,249 | +19.2% | 0.02% | +15.4% |
| Q3 2021 | $976,000 | -2.6% | 9,440 | -1.2% | 0.01% | -7.1% |
| Q2 2021 | $1,002,000 | +5.8% | 9,559 | +2.0% | 0.01% | 0.0% |
| Q1 2021 | $947,000 | +13.3% | 9,370 | +2.5% | 0.01% | 0.0% |
| Q4 2020 | $836,000 | +22.4% | 9,140 | +8.3% | 0.01% | +7.7% |
| Q3 2020 | $683,000 | +16.6% | 8,441 | +13.4% | 0.01% | +8.3% |
| Q2 2020 | $586,000 | +7.3% | 7,441 | -3.6% | 0.01% | 0.0% |
| Q1 2020 | $546,000 | -37.6% | 7,716 | -17.4% | 0.01% | -25.0% |
| Q4 2019 | $875,000 | +11.6% | 9,339 | +5.7% | 0.02% | 0.0% |
| Q3 2019 | $784,000 | +1.6% | 8,839 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $772,000 | +11.2% | 8,839 | +9.0% | 0.02% | +6.7% |
| Q1 2019 | $694,000 | -12.8% | 8,106 | -20.6% | 0.02% | -21.1% |
| Q4 2018 | $796,000 | -3.0% | 10,212 | +8.2% | 0.02% | +5.6% |
| Q3 2018 | $821,000 | +4.5% | 9,437 | -0.3% | 0.02% | -5.3% |
| Q2 2018 | $786,000 | +0.5% | 9,470 | -0.2% | 0.02% | -5.0% |
| Q1 2018 | $782,000 | -2.4% | 9,490 | +1.3% | 0.02% | 0.0% |
| Q4 2017 | $801,000 | +0.8% | 9,364 | -4.6% | 0.02% | -4.8% |
| Q3 2017 | $795,000 | +44.3% | 9,817 | +39.1% | 0.02% | +40.0% |
| Q2 2017 | $551,000 | +6.8% | 7,056 | +6.0% | 0.02% | 0.0% |
| Q1 2017 | $516,000 | +3.0% | 6,657 | +0.5% | 0.02% | 0.0% |
| Q4 2016 | $501,000 | +5.0% | 6,625 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $477,000 | +0.8% | 6,625 | 0.0% | 0.02% | -6.2% |
| Q2 2016 | $473,000 | -30.7% | 6,625 | -33.1% | 0.02% | -33.3% |
| Q1 2016 | $683,000 | +5.9% | 9,898 | +2.3% | 0.02% | +4.3% |
| Q4 2015 | $645,000 | +5.7% | 9,675 | -0.7% | 0.02% | +4.5% |
| Q3 2015 | $610,000 | -6.7% | 9,747 | +0.3% | 0.02% | 0.0% |
| Q2 2015 | $654,000 | +1.2% | 9,721 | +2.6% | 0.02% | 0.0% |
| Q1 2015 | $646,000 | +9.7% | 9,471 | +10.4% | 0.02% | +15.8% |
| Q4 2014 | $589,000 | +14.1% | 8,575 | +10.3% | 0.02% | +11.8% |
| Q3 2014 | $516,000 | +42.1% | 7,775 | +42.0% | 0.02% | +30.8% |
| Q2 2014 | $363,000 | +5.2% | 5,475 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $345,000 | -8.7% | 5,475 | -9.9% | 0.01% | -7.1% |
| Q4 2013 | $378,000 | +15.6% | 6,075 | +6.6% | 0.01% | +7.7% |
| Q3 2013 | $327,000 | +1.9% | 5,700 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $321,000 | – | 5,700 | – | 0.01% | – |
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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% |