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 | $17,497,138 | -5.5% | 169,349 | -3.0% | 0.14% | -0.7% |
| Q2 2023 | $18,522,897 | -0.9% | 174,629 | -1.5% | 0.14% | -5.4% |
| Q1 2023 | $18,696,815 | -2.5% | 177,221 | +0.0% | 0.15% | -5.8% |
| Q4 2022 | $19,174,378 | +15.5% | 177,196 | +1.3% | 0.16% | +8.3% |
| Q3 2022 | $16,596,000 | +62.7% | 174,918 | +74.4% | 0.14% | +73.5% |
| Q2 2022 | $10,203,000 | -0.8% | 100,318 | +9.5% | 0.08% | +18.6% |
| Q1 2022 | $10,283,000 | +1.4% | 91,613 | +1.3% | 0.07% | +6.1% |
| Q4 2021 | $10,138,000 | +1.2% | 90,425 | -6.7% | 0.07% | -7.0% |
| Q3 2021 | $10,019,000 | +0.5% | 96,940 | +1.9% | 0.07% | 0.0% |
| Q2 2021 | $9,967,000 | +7.0% | 95,130 | +3.2% | 0.07% | 0.0% |
| Q1 2021 | $9,319,000 | +38.0% | 92,185 | +24.9% | 0.07% | +29.1% |
| Q4 2020 | $6,752,000 | +15.2% | 73,785 | +1.9% | 0.06% | +3.8% |
| Q3 2020 | $5,860,000 | +9.0% | 72,412 | +6.1% | 0.05% | +1.9% |
| Q2 2020 | $5,377,000 | +16.5% | 68,257 | +4.7% | 0.05% | -7.1% |
| Q1 2020 | $4,614,000 | -9.0% | 65,216 | +20.5% | 0.06% | +16.7% |
| Q4 2019 | $5,070,000 | +13.4% | 54,106 | +7.4% | 0.05% | +4.3% |
| Q3 2019 | $4,469,000 | +17.5% | 50,358 | +15.7% | 0.05% | +7.0% |
| Q2 2019 | $3,803,000 | +5.2% | 43,522 | +3.1% | 0.04% | 0.0% |
| Q1 2019 | $3,616,000 | +12.5% | 42,214 | +2.4% | 0.04% | +4.9% |
| Q4 2018 | $3,215,000 | -1.0% | 41,225 | +10.5% | 0.04% | +5.1% |
| Q3 2018 | $3,248,000 | +4.9% | 37,295 | -0.0% | 0.04% | 0.0% |
| Q2 2018 | $3,097,000 | -49.0% | 37,300 | -49.3% | 0.04% | -2.5% |
| Q1 2018 | $6,074,000 | +88.2% | 73,616 | +95.3% | 0.04% | -4.8% |
| Q4 2017 | $3,228,000 | +5.7% | 37,699 | +0.1% | 0.04% | +2.4% |
| Q3 2017 | $3,053,000 | +7.4% | 37,662 | +3.6% | 0.04% | +2.5% |
| Q2 2017 | $2,842,000 | +0.1% | 36,362 | -0.6% | 0.04% | 0.0% |
| Q1 2017 | $2,839,000 | +17.7% | 36,567 | +14.8% | 0.04% | +11.1% |
| Q4 2016 | $2,413,000 | +5.6% | 31,849 | +0.5% | 0.04% | 0.0% |
| Q3 2016 | $2,286,000 | -10.7% | 31,689 | -11.6% | 0.04% | -12.2% |
| Q2 2016 | $2,561,000 | +1.1% | 35,835 | -2.4% | 0.04% | -2.4% |
| Q1 2016 | $2,534,000 | +20.3% | 36,707 | +16.3% | 0.04% | +20.0% |
| Q4 2015 | $2,107,000 | +1.2% | 31,563 | -5.1% | 0.04% | -2.8% |
| Q3 2015 | $2,083,000 | -19.9% | 33,243 | -14.0% | 0.04% | -12.2% |
| Q2 2015 | $2,602,000 | -4.3% | 38,643 | -2.9% | 0.04% | -2.4% |
| Q1 2015 | $2,718,000 | -2.9% | 39,795 | -2.2% | 0.04% | -4.5% |
| Q4 2014 | $2,798,000 | +4.8% | 40,707 | +1.2% | 0.04% | 0.0% |
| Q3 2014 | $2,670,000 | +2.2% | 40,207 | +2.1% | 0.04% | +2.3% |
| Q2 2014 | $2,612,000 | -1.0% | 39,397 | -5.8% | 0.04% | -4.4% |
| Q1 2014 | $2,639,000 | +3.4% | 41,807 | +2.1% | 0.04% | +2.3% |
| Q4 2013 | $2,552,000 | +5.0% | 40,955 | -3.1% | 0.04% | 0.0% |
| Q3 2013 | $2,431,000 | +2.5% | 42,275 | +0.5% | 0.04% | 0.0% |
| Q2 2013 | $2,371,000 | +2.8% | 42,074 | 0.0% | 0.04% | -2.2% |
| Q1 2013 | $2,306,000 | – | 42,074 | – | 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% |