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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,250,350 | +14.0% | 335,000 | 0.0% | 3.06% | +2.4% |
| Q3 2022 | $31,785,000 | -6.7% | 335,000 | 0.0% | 2.98% | +3.3% |
| Q2 2022 | $34,070,000 | -9.4% | 335,000 | 0.0% | 2.89% | +1.3% |
| Q1 2022 | $37,604,000 | +0.1% | 335,000 | 0.0% | 2.85% | +2.7% |
| Q4 2021 | $37,557,000 | +8.5% | 335,000 | 0.0% | 2.78% | +2.6% |
| Q3 2021 | $34,622,000 | -1.4% | 335,000 | 0.0% | 2.71% | -3.7% |
| Q2 2021 | $35,098,000 | +3.6% | 335,000 | 0.0% | 2.81% | -13.8% |
| Q1 2021 | $33,865,000 | +10.5% | 335,000 | 0.0% | 3.26% | +3.1% |
| Q4 2020 | $30,656,000 | +13.1% | 335,000 | 0.0% | 3.16% | +10.3% |
| Q3 2020 | $27,112,000 | +2.7% | 335,000 | 0.0% | 2.87% | -4.0% |
| Q2 2020 | $26,391,000 | +65.8% | 335,000 | +48.9% | 2.98% | +29.3% |
| Q1 2020 | $15,919,000 | -24.5% | 225,000 | 0.0% | 2.31% | +0.3% |
| Q4 2019 | $21,085,000 | +5.6% | 225,000 | 0.0% | 2.30% | -0.4% |
| Q3 2019 | $19,964,000 | +98.7% | 225,000 | +95.7% | 2.31% | +88.3% |
| Q2 2019 | $10,049,000 | +2.0% | 115,000 | 0.0% | 1.23% | -2.8% |
| Q1 2019 | $9,851,000 | +9.8% | 115,000 | 0.0% | 1.26% | +1.3% |
| Q4 2018 | $8,969,000 | -10.4% | 115,000 | 0.0% | 1.25% | -3.2% |
| Q3 2018 | $10,015,000 | +4.9% | 115,000 | 0.0% | 1.29% | -5.2% |
| Q2 2018 | $9,551,000 | +0.7% | 115,000 | 0.0% | 1.36% | -6.6% |
| Q1 2018 | $9,486,000 | -3.7% | 115,000 | 0.0% | 1.45% | -2.2% |
| Q4 2017 | $9,847,000 | +5.6% | 115,000 | 0.0% | 1.49% | +8.0% |
| Q3 2017 | $9,323,000 | – | 115,000 | – | 1.38% | – |
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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% |