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 | $212,839 | -72.1% | 2,060 | -71.3% | 0.02% | -70.0% |
| Q2 2023 | $762,643 | -7.2% | 7,190 | -7.7% | 0.06% | -34.1% |
| Q1 2023 | $822,162 | -3.2% | 7,793 | -0.7% | 0.09% | -7.1% |
| Q4 2022 | $849,232 | +14.0% | 7,848 | 0.0% | 0.10% | +6.5% |
| Q3 2022 | $745,000 | -6.5% | 7,848 | +0.2% | 0.09% | -1.1% |
| Q2 2022 | $797,000 | -7.9% | 7,835 | +1.7% | 0.09% | +8.1% |
| Q1 2022 | $865,000 | +2.1% | 7,707 | +2.0% | 0.09% | +8.9% |
| Q4 2021 | $847,000 | +7.4% | 7,553 | -1.0% | 0.08% | +5.3% |
| Q3 2021 | $789,000 | -10.4% | 7,632 | -9.2% | 0.08% | -10.7% |
| Q2 2021 | $881,000 | -7.8% | 8,406 | -11.1% | 0.08% | -13.4% |
| Q1 2021 | $956,000 | +11.6% | 9,460 | +1.0% | 0.10% | +4.3% |
| Q4 2020 | $857,000 | +7.5% | 9,370 | -2.0% | 0.09% | -2.1% |
| Q3 2020 | $797,000 | +1.4% | 9,566 | -3.9% | 0.10% | -5.9% |
| Q2 2020 | $786,000 | -1.6% | 9,958 | -7.4% | 0.10% | -15.1% |
| Q1 2020 | $799,000 | -24.3% | 10,750 | -4.8% | 0.12% | -4.0% |
| Q4 2019 | $1,056,000 | +6.2% | 11,288 | -1.8% | 0.12% | -3.9% |
| Q3 2019 | $994,000 | -4.7% | 11,493 | -3.7% | 0.13% | -3.0% |
| Q2 2019 | $1,043,000 | 0.0% | 11,931 | -2.0% | 0.13% | -2.2% |
| Q1 2019 | $1,043,000 | +10.7% | 12,173 | +0.8% | 0.14% | -1.4% |
| Q4 2018 | $942,000 | -9.3% | 12,079 | +1.2% | 0.14% | +8.7% |
| Q3 2018 | $1,039,000 | +7.4% | 11,934 | +2.5% | 0.13% | +1.6% |
| Q2 2018 | $967,000 | +3.8% | 11,638 | +3.1% | 0.12% | +1.6% |
| Q1 2018 | $932,000 | -1.7% | 11,293 | +2.0% | 0.12% | +0.8% |
| Q4 2017 | $948,000 | +10.5% | 11,073 | +4.6% | 0.12% | +1.7% |
| Q3 2017 | $858,000 | +1.3% | 10,588 | -2.4% | 0.12% | -17.2% |
| Q2 2017 | $847,000 | -6.9% | 10,843 | -7.5% | 0.14% | -9.4% |
| Q1 2017 | $910,000 | -2.6% | 11,723 | -4.9% | 0.16% | -10.1% |
| Q4 2016 | $934,000 | +5.3% | 12,333 | +0.3% | 0.18% | +1.1% |
| Q3 2016 | $887,000 | +0.1% | 12,302 | -0.7% | 0.18% | -0.6% |
| Q2 2016 | $886,000 | +13.7% | 12,392 | +9.9% | 0.18% | +9.3% |
| Q1 2016 | $779,000 | +20.6% | 11,278 | +16.5% | 0.16% | +16.5% |
| Q4 2015 | $646,000 | +24.7% | 9,678 | +17.0% | 0.14% | +21.9% |
| Q3 2015 | $518,000 | +34.5% | 8,269 | +44.5% | 0.11% | +46.2% |
| Q2 2015 | $385,000 | +6.1% | 5,724 | +7.8% | 0.08% | +8.3% |
| Q1 2015 | $363,000 | – | 5,312 | – | 0.07% | – |
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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% |