VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 585 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $295,432 | -2.0% | 2,491 | 0.0% | 0.02% | -4.5% |
| Q1 2024 | $301,387 | -2.8% | 2,491 | -10.3% | 0.02% | -8.3% |
| Q4 2023 | $309,997 | -1.9% | 2,777 | -9.2% | 0.02% | -20.0% |
| Q3 2023 | $315,849 | -2.6% | 3,057 | 0.0% | 0.03% | -34.8% |
| Q2 2023 | $324,256 | -0.4% | 3,057 | -1.0% | 0.05% | -4.2% |
| Q1 2023 | $325,679 | -3.3% | 3,087 | -0.8% | 0.05% | -2.0% |
| Q4 2022 | $336,749 | +13.4% | 3,112 | -0.6% | 0.05% | 0.0% |
| Q3 2022 | $297,000 | -7.5% | 3,132 | -0.8% | 0.05% | 0.0% |
| Q2 2022 | $321,000 | -9.8% | 3,157 | -0.5% | 0.05% | +2.1% |
| Q1 2022 | $356,000 | -2.5% | 3,172 | -2.3% | 0.05% | +2.1% |
| Q4 2021 | $365,000 | +73.8% | 3,247 | +62.4% | 0.05% | +62.1% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $202,000 | -5.6% | 2,000 | -14.8% | 0.03% | -12.1% |
| Q4 2020 | $214,000 | -1.4% | 2,347 | +1.3% | 0.03% | -2.9% |
| Q4 2019 | $217,000 | +5.3% | 2,317 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $206,000 | -37.4% | 2,317 | -38.7% | 0.04% | -32.1% |
| Q3 2018 | $329,000 | +31.1% | 3,782 | +24.4% | 0.05% | +29.3% |
| Q1 2018 | $251,000 | +9.6% | 3,040 | +13.6% | 0.04% | +13.9% |
| Q4 2017 | $229,000 | +4.6% | 2,675 | -1.1% | 0.04% | +2.9% |
| Q3 2017 | $219,000 | -7.2% | 2,705 | -10.7% | 0.04% | -7.9% |
| Q2 2017 | $236,000 | +1.3% | 3,030 | -11.3% | 0.04% | +2.7% |
| Q1 2015 | $233,000 | +2.6% | 3,415 | +3.3% | 0.04% | +2.8% |
| Q4 2014 | $227,000 | +3.2% | 3,305 | -0.3% | 0.04% | +2.9% |
| Q3 2014 | $220,000 | 0.0% | 3,315 | 0.0% | 0.04% | +6.1% |
| Q2 2014 | $220,000 | +4.3% | 3,315 | -0.7% | 0.03% | +6.5% |
| Q1 2014 | $211,000 | +1.4% | 3,340 | 0.0% | 0.03% | +3.3% |
| Q4 2013 | $208,000 | – | 3,340 | – | 0.03% | – |
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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% |
| Piedmont Capital Management, 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% |