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 2020 | $1,137,000 | +2.7% | 14,049 | 0.0% | 0.36% | +2.0% |
| Q2 2020 | $1,107,000 | +11.4% | 14,049 | 0.0% | 0.35% | -3.0% |
| Q1 2020 | $994,000 | -24.5% | 14,049 | 0.0% | 0.36% | -6.0% |
| Q4 2019 | $1,317,000 | +5.6% | 14,049 | 0.0% | 0.39% | -9.8% |
| Q3 2019 | $1,247,000 | +13.4% | 14,049 | +11.6% | 0.43% | +15.1% |
| Q2 2019 | $1,100,000 | +2.0% | 12,589 | 0.0% | 0.37% | -19.0% |
| Q1 2019 | $1,078,000 | +9.8% | 12,589 | 0.0% | 0.46% | -4.4% |
| Q4 2018 | $982,000 | -0.4% | 12,589 | +6.0% | 0.48% | -11.4% |
| Q2 2018 | $986,000 | +0.7% | 11,873 | 0.0% | 0.54% | -0.9% |
| Q1 2018 | $979,000 | -21.5% | 11,873 | -18.4% | 0.55% | -30.2% |
| Q4 2017 | $1,247,000 | – | 14,558 | – | 0.78% | – |
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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% |