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 | $287,850 | -2.6% | 2,786 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $295,511 | -20.2% | 2,786 | -20.7% | 0.01% | -27.8% |
| Q1 2023 | $370,516 | +92298.0% | 3,512 | -5.3% | 0.02% | 0.0% |
| Q4 2022 | $401 | -99.9% | 3,708 | -1.8% | 0.02% | +5.9% |
| Q3 2022 | $358,000 | -17.1% | 3,777 | -11.1% | 0.02% | -10.5% |
| Q2 2022 | $432,000 | -14.6% | 4,247 | -5.8% | 0.02% | +5.6% |
| Q1 2022 | $506,000 | -4.7% | 4,510 | -4.8% | 0.02% | +5.9% |
| Q4 2021 | $531,000 | -46.7% | 4,736 | -50.9% | 0.02% | -15.0% |
| Q3 2021 | $996,000 | +79.5% | 9,652 | +81.9% | 0.02% | -4.8% |
| Q2 2021 | $555,000 | +0.2% | 5,306 | -3.2% | 0.02% | -8.7% |
| Q1 2021 | $554,000 | -1.9% | 5,481 | -11.3% | 0.02% | -14.8% |
| Q4 2020 | $565,000 | +9.3% | 6,181 | -3.2% | 0.03% | 0.0% |
| Q3 2020 | $517,000 | -6.7% | 6,384 | -5.7% | 0.03% | -6.9% |
| Q2 2020 | $554,000 | +32.5% | 6,769 | +14.6% | 0.03% | 0.0% |
| Q1 2020 | $418,000 | -30.4% | 5,907 | -7.9% | 0.03% | -9.4% |
| Q4 2019 | $601,000 | +5.6% | 6,414 | 0.0% | 0.03% | -3.0% |
| Q3 2019 | $569,000 | +1.6% | 6,414 | 0.0% | 0.03% | +3.1% |
| Q2 2019 | $560,000 | -1.6% | 6,414 | -3.4% | 0.03% | -5.9% |
| Q1 2019 | $569,000 | -17.3% | 6,639 | -24.8% | 0.03% | -27.7% |
| Q4 2018 | $688,000 | -24.4% | 8,829 | -15.5% | 0.05% | -9.6% |
| Q3 2018 | $910,000 | -0.2% | 10,449 | -4.9% | 0.05% | -8.8% |
| Q2 2018 | $912,000 | +1.2% | 10,991 | +0.6% | 0.06% | 0.0% |
| Q1 2018 | $901,000 | -3.2% | 10,930 | +0.4% | 0.06% | -3.4% |
| Q4 2017 | $931,000 | +3.1% | 10,884 | -2.3% | 0.06% | -3.3% |
| Q3 2017 | $903,000 | -5.1% | 11,135 | -8.5% | 0.06% | -7.6% |
| Q2 2017 | $952,000 | -9.3% | 12,172 | -10.0% | 0.07% | -5.7% |
| Q1 2017 | $1,050,000 | -9.6% | 13,522 | -11.8% | 0.07% | -14.6% |
| Q4 2016 | $1,162,000 | -1.7% | 15,338 | -6.5% | 0.08% | -5.7% |
| Q3 2016 | $1,182,000 | -2.2% | 16,398 | -3.1% | 0.09% | -6.5% |
| Q2 2016 | $1,209,000 | -5.1% | 16,918 | -8.3% | 0.09% | -11.4% |
| Q1 2016 | $1,274,000 | -16.8% | 18,456 | -19.6% | 0.10% | -16.0% |
| Q4 2015 | $1,532,000 | +0.3% | 22,946 | -6.0% | 0.12% | -6.7% |
| Q3 2015 | $1,528,000 | -9.7% | 24,401 | -2.9% | 0.13% | -4.3% |
| Q2 2015 | $1,693,000 | -4.3% | 25,141 | -2.9% | 0.14% | -6.0% |
| Q1 2015 | $1,769,000 | -7.1% | 25,896 | -6.5% | 0.15% | -9.7% |
| Q4 2014 | $1,905,000 | +1.9% | 27,710 | -1.5% | 0.16% | -0.6% |
| Q3 2014 | $1,869,000 | -8.8% | 28,135 | -8.9% | 0.17% | -6.2% |
| Q2 2014 | $2,049,000 | -0.5% | 30,885 | -5.3% | 0.18% | -6.8% |
| Q1 2014 | $2,059,000 | -10.4% | 32,621 | -11.5% | 0.19% | -10.8% |
| Q4 2013 | $2,298,000 | -15.2% | 36,866 | -21.8% | 0.21% | -21.1% |
| Q3 2013 | $2,711,000 | -80.8% | 47,154 | -81.2% | 0.27% | -81.5% |
| Q2 2013 | $14,117,000 | – | 250,429 | – | 1.46% | – |
Download | ||||||
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% |