MORGAN STANLEY - VANGUARD WHITEHALL FDS ownership

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
MORGAN STANLEY ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$975,745,170
-2.4%
9,443,912
+0.2%
0.10%0.0%
Q2 2023$999,521,899
-0.9%
9,423,226
-1.5%
0.10%
-8.3%
Q1 2023$1,008,942,309
-3.7%
9,563,432
-1.2%
0.11%
-9.2%
Q4 2022$1,047,927,140
+25.5%
9,684,196
+10.1%
0.12%
+4.4%
Q3 2022$834,911,000
-3.6%
8,799,655
+3.3%
0.11%
+1.8%
Q2 2022$865,982,000
-7.4%
8,515,066
+2.2%
0.11%
-11.1%
Q1 2022$935,092,000
+6.8%
8,330,441
+6.7%
0.13%
+16.7%
Q4 2021$875,606,000
+12.0%
7,810,243
+3.3%
0.11%
+2.9%
Q3 2021$781,589,000
+1.4%
7,562,544
+2.8%
0.10%
+2.9%
Q2 2021$771,118,000
+8.5%
7,360,106
+4.7%
0.10%
-1.9%
Q1 2021$710,966,000
+16.6%
7,033,001
+5.6%
0.10%
+10.6%
Q4 2020$609,633,000
+25.3%
6,661,928
+10.8%
0.09%0.0%
Q3 2020$486,478,000
+5.1%
6,011,097
+2.3%
0.09%
-7.8%
Q2 2020$462,976,000
+7.5%
5,876,820
-3.5%
0.10%
-12.8%
Q1 2020$430,660,000
-21.5%
6,087,064
+3.9%
0.12%
-8.6%
Q4 2019$548,817,000
+13.7%
5,856,550
+7.6%
0.13%0.0%
Q3 2019$482,842,000
+10.0%
5,441,690
+8.3%
0.13%
+9.4%
Q2 2019$439,026,000
+6.3%
5,024,328
+4.2%
0.12%0.0%
Q1 2019$412,947,000
+14.9%
4,820,777
+4.6%
0.12%
+8.3%
Q4 2018$359,513,000
-2.2%
4,609,740
+9.2%
0.11%
+17.4%
Q3 2018$367,561,000
+7.1%
4,220,473
+2.1%
0.09%
-1.1%
Q2 2018$343,318,000
-25.9%
4,133,859
-26.4%
0.09%
-27.9%
Q1 2018$463,112,000
+33.7%
5,614,169
+38.8%
0.13%
+35.8%
Q4 2017$346,443,000
+8.6%
4,045,819
+2.8%
0.10%
-1.0%
Q3 2017$319,020,000
+5.3%
3,935,112
+1.5%
0.10%
+4.3%
Q2 2017$302,917,000
-49.0%
3,875,605
-49.3%
0.09%
+1.1%
Q1 2017$593,708,000
+3.1%
7,645,960
+0.6%
0.09%
-3.2%
Q4 2016$576,090,000
+122.8%
7,603,114
+112.1%
0.09%
+6.8%
Q3 2016$258,547,000
+5.9%
3,583,979
+4.9%
0.09%0.0%
Q2 2016$244,054,000
+15.9%
3,415,239
+12.0%
0.09%
+8.6%
Q1 2016$210,522,000
+20.8%
3,049,279
+16.8%
0.08%
+28.6%
Q4 2015$174,228,000
+20.1%
2,610,167
+12.8%
0.06%
+16.7%
Q3 2015$145,009,000
-8.8%
2,314,584
-2.0%
0.05%
-1.8%
Q2 2015$158,948,000
-0.9%
2,361,077
+0.6%
0.06%
-6.8%
Q1 2015$160,372,000
+7.3%
2,348,053
+8.0%
0.06%
+7.3%
Q4 2014$149,488,000
+15.6%
2,174,359
+11.7%
0.06%
+10.0%
Q3 2014$129,283,000
+7.3%
1,946,732
+7.2%
0.05%
+6.4%
Q2 2014$120,448,000
+6.0%
1,816,308
+0.9%
0.05%
-2.1%
Q1 2014$113,631,000
+1.8%
1,800,227
+0.5%
0.05%
+2.1%
Q4 2013$111,628,000
+10.4%
1,791,197
+1.8%
0.05%
-2.1%
Q3 2013$101,126,000
-13.5%
1,759,018
-15.2%
0.05%
-18.6%
Q2 2013$116,970,0002,075,0300.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 18,483,322$1,966,802,94455.37%
Operose Advisors LLC 555,959$57,441,67722.75%
Kinsale Capital Group, Inc. 360,560$37,253,04321.14%
Benchmark Wealth Management, LLC 261,172$26,984,27217.23%
ACT WEALTH MANAGEMENT, LLC 230,787$23,844,91816.00%
MARINO, STRAM & ASSOCIATES LLC 502,498$51,918,04215.21%
Montis Financial, LLC 216,891$22,409,12715.01%
Coco Enterprises, LLC 169,574$17,520,40213.97%
CVS HEALTH Corp 252,032$26,039,94613.92%
PARAGON FINANCIAL PARTNERS, INC. 124,061$12,817,95113.32%
View complete list of VANGUARD WHITEHALL FDS shareholders