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 | $332,800,349 | -2.6% | 3,221,064 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $341,546,767 | +0.6% | 3,220,012 | +0.1% | 0.01% | -11.1% |
| Q1 2023 | $339,495,756 | +39934.9% | 3,217,969 | +42420.7% | 0.01% | – |
| Q4 2021 | $848,000 | -85.4% | 7,568 | -86.5% | 0.00% | – |
| Q3 2021 | $5,804,000 | -55.7% | 56,157 | -55.1% | 0.00% | – |
| Q2 2021 | $13,115,000 | -16.9% | 125,177 | -19.8% | 0.00% | – |
| Q1 2021 | $15,782,000 | +11.3% | 156,117 | +0.7% | 0.00% | – |
| Q4 2020 | $14,181,000 | +1315.3% | 154,962 | +1151.9% | 0.00% | – |
| Q3 2020 | $1,002,000 | +1.2% | 12,378 | -1.5% | 0.00% | – |
| Q2 2020 | $990,000 | +11.7% | 12,572 | +0.4% | 0.00% | – |
| Q1 2020 | $886,000 | -49.9% | 12,526 | -33.6% | 0.00% | – |
| Q4 2019 | $1,767,000 | -75.4% | 18,861 | -76.7% | 0.00% | – |
| Q3 2019 | $7,185,000 | -10.2% | 80,981 | -11.5% | 0.00% | – |
| Q2 2019 | $8,000,000 | -1.8% | 91,550 | -3.7% | 0.00% | – |
| Q1 2019 | $8,145,000 | +8.7% | 95,081 | -1.0% | 0.00% | – |
| Q4 2018 | $7,493,000 | -93.2% | 96,078 | -92.4% | 0.00% | -100.0% |
| Q3 2018 | $110,030,000 | +5.2% | 1,263,399 | +0.3% | 0.00% | 0.0% |
| Q2 2018 | $104,615,000 | +1.0% | 1,259,661 | +0.3% | 0.00% | -20.0% |
| Q1 2018 | $103,556,000 | -3.7% | 1,255,381 | -0.0% | 0.01% | 0.0% |
| Q4 2017 | $107,513,000 | +5.5% | 1,255,556 | -0.1% | 0.01% | 0.0% |
| Q3 2017 | $101,880,000 | +7.3% | 1,256,682 | +3.4% | 0.01% | 0.0% |
| Q2 2017 | $94,976,000 | +1.3% | 1,215,146 | +0.6% | 0.01% | 0.0% |
| Q1 2017 | $93,780,000 | +3.3% | 1,207,727 | +0.8% | 0.01% | 0.0% |
| Q4 2016 | $90,820,000 | +4.6% | 1,198,626 | -0.4% | 0.01% | 0.0% |
| Q3 2016 | $86,785,000 | -6.7% | 1,203,001 | -7.6% | 0.01% | -16.7% |
| Q2 2016 | $93,055,000 | +5.2% | 1,302,200 | +1.6% | 0.01% | 0.0% |
| Q1 2016 | $88,473,000 | +3.7% | 1,281,474 | +0.3% | 0.01% | 0.0% |
| Q4 2015 | $85,282,000 | -70.6% | 1,277,638 | -81.0% | 0.01% | -45.5% |
| Q3 2015 | $289,683,000 | +244.4% | 6,738,644 | +439.4% | 0.01% | +83.3% |
| Q2 2015 | $84,107,000 | +0.4% | 1,249,363 | +1.8% | 0.01% | 0.0% |
| Q1 2015 | $83,811,000 | +1.4% | 1,227,112 | +2.0% | 0.01% | 0.0% |
| Q4 2014 | $82,673,000 | +4.4% | 1,202,514 | +0.9% | 0.01% | 0.0% |
| Q3 2014 | $79,163,000 | +1.2% | 1,192,027 | +1.0% | 0.01% | 0.0% |
| Q2 2014 | $78,236,000 | +5.3% | 1,179,756 | +0.3% | 0.01% | 0.0% |
| Q1 2014 | $74,266,000 | +13.3% | 1,176,590 | +11.9% | 0.01% | 0.0% |
| Q4 2013 | $65,555,000 | -67.5% | 1,051,915 | -70.0% | 0.01% | -70.0% |
| Q3 2013 | $201,622,000 | +20.0% | 3,507,086 | +17.8% | 0.02% | +11.1% |
| Q2 2013 | $168,022,000 | – | 2,977,000 | – | 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% |