VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $21,732,027 | -9.4% | 183,238 | -7.5% | 0.09% | -12.6% |
Q1 2024 | $23,978,413 | +4.2% | 198,185 | -3.8% | 0.10% | -2.8% |
Q4 2023 | $23,009,078 | +25.1% | 206,119 | +15.8% | 0.11% | +10.4% |
Q3 2023 | $18,385,929 | +557218.2% | 177,951 | +497.3% | 0.10% | +269.2% |
Q4 2022 | $3,299 | -99.9% | 29,791 | +0.2% | 0.03% | 0.0% |
Q3 2022 | $3,050,000 | +16.9% | 29,721 | +17.9% | 0.03% | +23.8% |
Q2 2022 | $2,608,000 | +2.4% | 25,218 | +13.5% | 0.02% | +16.7% |
Q1 2022 | $2,546,000 | +42.6% | 22,226 | +37.1% | 0.02% | +38.5% |
Q4 2021 | $1,785,000 | -35.3% | 16,206 | -37.0% | 0.01% | -23.5% |
Q3 2021 | $2,760,000 | +100.4% | 25,710 | +98.1% | 0.02% | +112.5% |
Q2 2021 | $1,377,000 | +5.6% | 12,978 | +2.7% | 0.01% | 0.0% |
Q1 2021 | $1,304,000 | +4.9% | 12,637 | -4.4% | 0.01% | 0.0% |
Q4 2020 | $1,243,000 | -37.4% | 13,217 | -44.2% | 0.01% | -42.9% |
Q3 2020 | $1,986,000 | +129.9% | 23,684 | +126.0% | 0.01% | +100.0% |
Q2 2020 | $864,000 | +4.1% | 10,480 | -3.3% | 0.01% | -12.5% |
Q1 2020 | $830,000 | -12.8% | 10,841 | +5.9% | 0.01% | +14.3% |
Q4 2019 | $952,000 | +28.1% | 10,240 | +22.6% | 0.01% | +16.7% |
Q3 2019 | $743,000 | +17.4% | 8,355 | +16.1% | 0.01% | +20.0% |
Q2 2019 | $633,000 | -9.4% | 7,194 | -10.6% | 0.01% | -16.7% |
Q1 2019 | $699,000 | +15.7% | 8,043 | +8.5% | 0.01% | +20.0% |
Q4 2018 | $604,000 | +11.2% | 7,413 | +14.0% | 0.01% | +25.0% |
Q3 2018 | $543,000 | -44.5% | 6,500 | -43.5% | 0.00% | -42.9% |
Q2 2018 | $978,000 | +131.2% | 11,507 | +127.3% | 0.01% | +133.3% |
Q1 2018 | $423,000 | +2.7% | 5,062 | +9.9% | 0.00% | 0.0% |
Q4 2017 | $412,000 | +8.4% | 4,606 | -0.0% | 0.00% | 0.0% |
Q3 2017 | $380,000 | +3.5% | 4,607 | -1.0% | 0.00% | 0.0% |
Q2 2017 | $367,000 | +0.8% | 4,655 | -0.3% | 0.00% | 0.0% |
Q1 2017 | $364,000 | +68.5% | 4,670 | +64.0% | 0.00% | +50.0% |
Q4 2016 | $216,000 | -10.4% | 2,847 | -15.3% | 0.00% | 0.0% |
Q3 2016 | $241,000 | +1.3% | 3,361 | +3.1% | 0.00% | 0.0% |
Q2 2016 | $238,000 | +4.8% | 3,260 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $227,000 | -4.2% | 3,260 | -8.7% | 0.00% | 0.0% |
Q3 2014 | $237,000 | -80.6% | 3,570 | -83.2% | 0.00% | -77.8% |
Q3 2013 | $1,222,000 | – | 21,250 | – | 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% |
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% |