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 | $2,523,374 | -0.1% | 24,423 | +2.6% | 0.40% | +44.0% |
| Q2 2023 | $2,525,058 | +3.1% | 23,806 | +2.5% | 0.28% | -15.3% |
| Q1 2023 | $2,450,023 | -1.1% | 23,223 | +1.4% | 0.33% | -4.1% |
| Q4 2022 | $2,478,097 | +19.8% | 22,901 | +5.1% | 0.34% | +3.3% |
| Q3 2022 | $2,068,000 | -3.5% | 21,798 | +3.5% | 0.33% | +9.3% |
| Q2 2022 | $2,143,000 | -0.2% | 21,071 | +10.2% | 0.30% | +13.1% |
| Q1 2022 | $2,147,000 | +19.9% | 19,128 | +19.7% | 0.27% | +10.3% |
| Q4 2021 | $1,791,000 | +15.7% | 15,975 | +6.6% | 0.24% | +9.5% |
| Q3 2021 | $1,548,000 | +8.3% | 14,983 | +9.8% | 0.22% | +11.1% |
| Q2 2021 | $1,430,000 | +17.4% | 13,647 | +13.3% | 0.20% | +3.6% |
| Q1 2021 | $1,218,000 | +31.4% | 12,045 | +18.9% | 0.19% | +19.3% |
| Q4 2020 | $927,000 | +5.7% | 10,128 | -20.6% | 0.16% | +24.8% |
| Q4 2014 | $877,000 | – | 12,755 | – | 0.13% | – |
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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% |