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 | $11,122,325 | -10.0% | 107,649 | -7.6% | 0.01% | 0.0% |
| Q2 2023 | $12,358,987 | -4.6% | 116,517 | -5.1% | 0.01% | -11.1% |
| Q1 2023 | $12,957,768 | +3.7% | 122,822 | +6.4% | 0.01% | -10.0% |
| Q4 2022 | $12,494,966 | +22.2% | 115,470 | +7.2% | 0.01% | +42.9% |
| Q3 2022 | $10,221,000 | +2.5% | 107,729 | +9.9% | 0.01% | 0.0% |
| Q2 2022 | $9,967,000 | +3.9% | 98,003 | +14.6% | 0.01% | +16.7% |
| Q1 2022 | $9,596,000 | +34.5% | 85,483 | +34.3% | 0.01% | +50.0% |
| Q4 2021 | $7,137,000 | +23.7% | 63,665 | +14.0% | 0.00% | +33.3% |
| Q3 2021 | $5,770,000 | -56.6% | 55,827 | -56.0% | 0.00% | -62.5% |
| Q2 2021 | $13,285,000 | -6.3% | 126,791 | -9.6% | 0.01% | -11.1% |
| Q1 2021 | $14,171,000 | +3.6% | 140,184 | -6.3% | 0.01% | +12.5% |
| Q4 2020 | $13,685,000 | +16.1% | 149,552 | +2.7% | 0.01% | 0.0% |
| Q3 2020 | $11,783,000 | -15.7% | 145,600 | -17.9% | 0.01% | -27.3% |
| Q2 2020 | $13,972,000 | +21.1% | 177,354 | +8.8% | 0.01% | +10.0% |
| Q1 2020 | $11,533,000 | -18.4% | 163,013 | +8.1% | 0.01% | 0.0% |
| Q4 2019 | $14,137,000 | +18.5% | 150,862 | +12.2% | 0.01% | +11.1% |
| Q3 2019 | $11,934,000 | +23.3% | 134,503 | +21.4% | 0.01% | +12.5% |
| Q2 2019 | $9,678,000 | +2.3% | 110,762 | +0.2% | 0.01% | -11.1% |
| Q1 2019 | $9,465,000 | +20.5% | 110,495 | +9.7% | 0.01% | +12.5% |
| Q4 2018 | $7,852,000 | +11.2% | 100,683 | +24.2% | 0.01% | +33.3% |
| Q3 2018 | $7,060,000 | -2.9% | 81,071 | -7.4% | 0.01% | -14.3% |
| Q2 2018 | $7,274,000 | +8.8% | 87,585 | +8.0% | 0.01% | +16.7% |
| Q1 2018 | $6,687,000 | -4.9% | 81,070 | -1.3% | 0.01% | 0.0% |
| Q4 2017 | $7,030,000 | +19.5% | 82,097 | +13.1% | 0.01% | +20.0% |
| Q3 2017 | $5,884,000 | +4.5% | 72,575 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $5,631,000 | +4.2% | 72,044 | +3.5% | 0.01% | 0.0% |
| Q1 2017 | $5,405,000 | +2.5% | 69,606 | -0.0% | 0.01% | 0.0% |
| Q4 2016 | $5,274,000 | +5.6% | 69,611 | +0.6% | 0.01% | 0.0% |
| Q3 2016 | $4,993,000 | +11.4% | 69,216 | +10.3% | 0.01% | 0.0% |
| Q2 2016 | $4,483,000 | -3.2% | 62,741 | -6.5% | 0.01% | 0.0% |
| Q1 2016 | $4,633,000 | +3.6% | 67,099 | +0.2% | 0.01% | +25.0% |
| Q4 2015 | $4,470,000 | -1.7% | 66,971 | -7.7% | 0.00% | 0.0% |
| Q3 2015 | $4,546,000 | -15.2% | 72,567 | -8.8% | 0.00% | -20.0% |
| Q2 2015 | $5,359,000 | +8.5% | 79,601 | +10.1% | 0.01% | 0.0% |
| Q1 2015 | $4,938,000 | +15.9% | 72,300 | +16.7% | 0.01% | +25.0% |
| Q4 2014 | $4,261,000 | +6.4% | 61,975 | +2.8% | 0.00% | 0.0% |
| Q3 2014 | $4,004,000 | +3.5% | 60,291 | +3.4% | 0.00% | 0.0% |
| Q2 2014 | $3,868,000 | -5.3% | 58,329 | -9.8% | 0.00% | 0.0% |
| Q1 2014 | $4,083,000 | +24.6% | 64,678 | +23.0% | 0.00% | +33.3% |
| Q4 2013 | $3,277,000 | +8.9% | 52,589 | +0.4% | 0.00% | 0.0% |
| Q3 2013 | $3,010,000 | -4.1% | 52,362 | -5.9% | 0.00% | 0.0% |
| Q2 2013 | $3,140,000 | – | 55,643 | – | 0.00% | – |
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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% |