VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,164 | -17.4% | 20,949 | -15.3% | 0.15% | -15.2% |
| Q2 2023 | $2,620 | -19.1% | 24,720 | -19.5% | 0.18% | -22.9% |
| Q1 2023 | $3,238 | -11.5% | 30,690 | -9.2% | 0.23% | -16.0% |
| Q4 2022 | $3,659 | -99.9% | 33,813 | +26.3% | 0.28% | +36.8% |
| Q3 2022 | $2,540,000 | +15.8% | 26,774 | +24.1% | 0.20% | +19.6% |
| Q2 2022 | $2,194,000 | +4.5% | 21,577 | +15.3% | 0.17% | +16.7% |
| Q1 2022 | $2,100,000 | +2.9% | 18,708 | +2.7% | 0.14% | +5.9% |
| Q4 2021 | $2,041,000 | +8.2% | 18,208 | -0.3% | 0.14% | -3.5% |
| Q3 2021 | $1,887,000 | +19.6% | 18,256 | +17.0% | 0.14% | +9.3% |
| Q2 2021 | $1,578,000 | 0.0% | 15,605 | 0.0% | 0.13% | 0.0% |
| Q1 2021 | $1,578,000 | +50.0% | 15,605 | +35.8% | 0.13% | +41.8% |
| Q4 2020 | $1,052,000 | +23.0% | 11,495 | +8.8% | 0.09% | +23.0% |
| Q3 2020 | $855,000 | +2.8% | 10,561 | 0.0% | 0.07% | -8.6% |
| Q2 2020 | $832,000 | +13.5% | 10,561 | +1.9% | 0.08% | -4.7% |
| Q1 2020 | $733,000 | -13.9% | 10,361 | +14.1% | 0.08% | +6.2% |
| Q4 2019 | $851,000 | +8.5% | 9,077 | +2.7% | 0.08% | 0.0% |
| Q3 2019 | $784,000 | +4.5% | 8,835 | +2.9% | 0.08% | +1.3% |
| Q2 2019 | $750,000 | +17.7% | 8,585 | +15.4% | 0.08% | +11.3% |
| Q1 2019 | $637,000 | +0.3% | 7,440 | -8.6% | 0.07% | -11.2% |
| Q4 2018 | $635,000 | -8.8% | 8,140 | +2.7% | 0.08% | +6.7% |
| Q3 2018 | $696,000 | -1.6% | 7,925 | -6.9% | 0.08% | -6.2% |
| Q2 2018 | $707,000 | -0.1% | 8,515 | -0.8% | 0.08% | -2.4% |
| Q1 2018 | $708,000 | -13.0% | 8,580 | -9.8% | 0.08% | -14.6% |
| Q4 2017 | $814,000 | -7.6% | 9,510 | -12.5% | 0.10% | -11.9% |
| Q3 2017 | $881,000 | +3.5% | 10,865 | -0.2% | 0.11% | +0.9% |
| Q2 2017 | $851,000 | +14.7% | 10,885 | +14.0% | 0.11% | +13.7% |
| Q1 2017 | $742,000 | -31.8% | 9,550 | -33.4% | 0.10% | +26.7% |
| Q4 2016 | $1,088,000 | +108.4% | 14,350 | +98.1% | 0.08% | -2.6% |
| Q3 2016 | $522,000 | +1.2% | 7,242 | +0.3% | 0.08% | +1.3% |
| Q2 2016 | $516,000 | +33.0% | 7,217 | +28.3% | 0.08% | +31.0% |
| Q1 2016 | $388,000 | -0.8% | 5,625 | -4.1% | 0.06% | +1.8% |
| Q4 2015 | $391,000 | +6.5% | 5,865 | 0.0% | 0.06% | -1.7% |
| Q3 2015 | $367,000 | -9.4% | 5,865 | -2.5% | 0.06% | -7.9% |
| Q2 2015 | $405,000 | +6.3% | 6,015 | +7.8% | 0.06% | +8.6% |
| Q1 2015 | $381,000 | +46.5% | 5,580 | +47.6% | 0.06% | +45.0% |
| Q4 2014 | $260,000 | -8.5% | 3,780 | -11.7% | 0.04% | -11.1% |
| Q3 2014 | $284,000 | 0.0% | 4,280 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $284,000 | +5.2% | 4,280 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $270,000 | +1.1% | 4,280 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $267,000 | +32.8% | 4,280 | +22.3% | 0.04% | +25.0% |
| Q3 2013 | $201,000 | +42.6% | 3,500 | -12.5% | 0.04% | -2.7% |
| Q2 2010 | $141,000 | – | 4,000 | – | 0.04% | – |
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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% |