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 | $393,648 | +91873.8% | 3,810 | -5.5% | 0.02% | -5.6% |
| Q2 2023 | $428 | -0.5% | 4,031 | -1.2% | 0.02% | -5.3% |
| Q1 2023 | $430 | -6.3% | 4,078 | -3.8% | 0.02% | -5.0% |
| Q4 2022 | $459 | -99.8% | 4,239 | +73.7% | 0.02% | +25.0% |
| Q3 2022 | $232,000 | -12.5% | 2,441 | -6.5% | 0.02% | +33.3% |
| Q2 2022 | $265,000 | -8.6% | 2,611 | +1.1% | 0.01% | +9.1% |
| Q1 2022 | $290,000 | +22.4% | 2,583 | +22.2% | 0.01% | +22.2% |
| Q4 2021 | $237,000 | -12.5% | 2,113 | -19.1% | 0.01% | -10.0% |
| Q3 2021 | $271,000 | -0.7% | 2,613 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | +3.4% | 2,613 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $264,000 | +15.8% | 2,613 | -7.3% | 0.01% | -9.1% |
| Q3 2020 | $228,000 | +4.6% | 2,819 | +1.9% | 0.01% | 0.0% |
| Q2 2020 | $218,000 | +6.9% | 2,767 | +27.0% | 0.01% | +22.2% |
| Q4 2019 | $204,000 | -18.4% | 2,179 | -23.8% | 0.01% | -25.0% |
| Q2 2019 | $250,000 | +2.5% | 2,861 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $244,000 | +2.1% | 2,856 | -6.7% | 0.01% | -14.3% |
| Q4 2018 | $239,000 | -7.4% | 3,062 | +3.1% | 0.01% | +7.7% |
| Q3 2018 | $258,000 | +4.5% | 2,970 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $247,000 | -89.8% | 2,970 | -89.9% | 0.01% | -89.4% |
| Q1 2018 | $2,414,000 | +671.2% | 29,264 | +698.7% | 0.12% | +485.7% |
| Q4 2017 | $313,000 | +2.0% | 3,664 | -3.2% | 0.02% | +31.2% |
| Q3 2017 | $307,000 | +15.4% | 3,786 | +11.3% | 0.02% | +14.3% |
| Q2 2017 | $266,000 | +33.0% | 3,401 | +31.8% | 0.01% | +27.3% |
| Q1 2017 | $200,000 | – | 2,580 | – | 0.01% | – |
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% |