VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,204 | -9.3% | 2,712 | -6.9% | 0.02% | -5.6% |
| Q2 2023 | $308,876 | +0.5% | 2,912 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $307,216 | -2.5% | 2,912 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $315,108 | +9.0% | 2,912 | -4.6% | 0.02% | 0.0% |
| Q3 2022 | $289,000 | -6.2% | 3,051 | +0.7% | 0.02% | 0.0% |
| Q2 2022 | $308,000 | -9.4% | 3,031 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $340,000 | -8.8% | 3,031 | -8.8% | 0.02% | -8.7% |
| Q4 2021 | $373,000 | +19.9% | 3,325 | +10.4% | 0.02% | +9.5% |
| Q3 2021 | $311,000 | -0.6% | 3,012 | +0.7% | 0.02% | 0.0% |
| Q2 2021 | $313,000 | +4.0% | 2,990 | +0.3% | 0.02% | -4.5% |
| Q1 2021 | $301,000 | +2.7% | 2,980 | -6.8% | 0.02% | -4.3% |
| Q4 2020 | $293,000 | +25.8% | 3,197 | +11.2% | 0.02% | +4.5% |
| Q3 2020 | $233,000 | +3.1% | 2,875 | 0.0% | 0.02% | +4.8% |
| Q2 2020 | $226,000 | -0.4% | 2,875 | -10.5% | 0.02% | -12.5% |
| Q1 2020 | $227,000 | -15.6% | 3,212 | +11.7% | 0.02% | +4.3% |
| Q4 2019 | $269,000 | 0.0% | 2,875 | -5.1% | 0.02% | 0.0% |
| Q3 2019 | $269,000 | +1.5% | 3,029 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $265,000 | +2.3% | 3,029 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $259,000 | +9.7% | 3,029 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $236,000 | -10.6% | 3,029 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $264,000 | +4.8% | 3,029 | 0.0% | 0.02% | -8.3% |
| Q2 2018 | $252,000 | +0.8% | 3,029 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $250,000 | -3.5% | 3,029 | 0.0% | 0.02% | -4.0% |
| Q4 2017 | $259,000 | +5.3% | 3,029 | 0.0% | 0.02% | -7.4% |
| Q3 2017 | $246,000 | +3.8% | 3,029 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $237,000 | +0.9% | 3,029 | 0.0% | 0.03% | -3.6% |
| Q1 2017 | $235,000 | +2.2% | 3,029 | 0.0% | 0.03% | -6.7% |
| Q4 2016 | $230,000 | +0.9% | 3,029 | -4.1% | 0.03% | -9.1% |
| Q3 2016 | $228,000 | -5.4% | 3,159 | -6.4% | 0.03% | -10.8% |
| Q2 2016 | $241,000 | +3.4% | 3,376 | 0.0% | 0.04% | +2.8% |
| Q1 2016 | $233,000 | +3.6% | 3,376 | 0.0% | 0.04% | -2.7% |
| Q4 2015 | $225,000 | +6.1% | 3,376 | 0.0% | 0.04% | -2.6% |
| Q3 2015 | $212,000 | -6.2% | 3,376 | +0.7% | 0.04% | 0.0% |
| Q2 2015 | $226,000 | -1.3% | 3,351 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $229,000 | +11.7% | 3,351 | +12.1% | 0.04% | +8.6% |
| Q4 2014 | $205,000 | – | 2,989 | – | 0.04% | – |
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% |