VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,970,325 | -2.9% | 106,178 | -0.3% | 0.38% | +1.9% |
| Q2 2023 | $11,295,944 | +549.6% | 106,495 | +546.1% | 0.37% | +521.7% |
| Q1 2023 | $1,738,914 | -2.1% | 16,483 | +0.4% | 0.06% | -10.4% |
| Q4 2022 | $1,776,623 | +17.7% | 16,418 | +3.2% | 0.07% | +3.1% |
| Q3 2022 | $1,510,000 | +13.3% | 15,910 | +21.4% | 0.06% | +16.1% |
| Q2 2022 | $1,333,000 | +48.9% | 13,110 | +59.3% | 0.06% | +55.6% |
| Q1 2022 | $895,000 | -9.0% | 8,229 | -6.2% | 0.04% | +5.9% |
| Q4 2021 | $984,000 | +8.7% | 8,773 | +0.2% | 0.03% | -5.6% |
| Q3 2021 | $905,000 | +85.8% | 8,756 | +88.3% | 0.04% | +89.5% |
| Q2 2021 | $487,000 | +1.2% | 4,650 | -2.2% | 0.02% | -9.5% |
| Q1 2021 | $481,000 | +21.5% | 4,754 | +9.9% | 0.02% | +10.5% |
| Q4 2020 | $396,000 | +8.5% | 4,325 | -4.0% | 0.02% | -5.0% |
| Q3 2020 | $365,000 | -26.1% | 4,505 | -28.2% | 0.02% | -33.3% |
| Q2 2020 | $494,000 | +5.8% | 6,275 | -4.9% | 0.03% | -14.3% |
| Q1 2020 | $467,000 | +21.3% | 6,601 | +60.5% | 0.04% | +52.2% |
| Q4 2019 | $385,000 | +8.5% | 4,112 | +2.9% | 0.02% | +4.5% |
| Q3 2019 | $355,000 | +13.1% | 3,996 | +11.2% | 0.02% | +10.0% |
| Q2 2019 | $314,000 | +7.5% | 3,593 | +5.2% | 0.02% | +5.3% |
| Q1 2019 | $292,000 | +16.3% | 3,414 | +6.0% | 0.02% | +11.8% |
| Q4 2018 | $251,000 | -10.7% | 3,220 | -0.2% | 0.02% | 0.0% |
| Q3 2018 | $281,000 | +0.7% | 3,226 | -4.0% | 0.02% | -22.7% |
| Q2 2018 | $279,000 | -8.2% | 3,361 | -8.9% | 0.02% | -8.3% |
| Q1 2018 | $304,000 | -0.3% | 3,689 | +3.7% | 0.02% | 0.0% |
| Q4 2017 | $305,000 | -3.5% | 3,558 | -8.7% | 0.02% | -11.1% |
| Q3 2017 | $316,000 | +4.6% | 3,897 | +0.7% | 0.03% | +3.8% |
| Q2 2017 | $302,000 | -5.0% | 3,869 | -5.5% | 0.03% | -3.7% |
| Q1 2017 | $318,000 | -1.2% | 4,095 | -3.5% | 0.03% | -6.9% |
| Q4 2016 | $322,000 | +59.4% | 4,245 | +51.9% | 0.03% | +52.6% |
| Q3 2016 | $202,000 | – | 2,795 | – | 0.02% | – |
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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% |