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 | $25,097,771 | -4.5% | 242,913 | -2.0% | 1.10% | -0.4% |
| Q2 2023 | $26,284,146 | +0.5% | 247,800 | -0.1% | 1.11% | -5.9% |
| Q1 2023 | $26,157,143 | -0.4% | 247,935 | +2.2% | 1.18% | -3.7% |
| Q4 2022 | $26,254,884 | +24.9% | 242,629 | +9.5% | 1.22% | +15.5% |
| Q3 2022 | $21,024,000 | -0.8% | 221,584 | +6.3% | 1.06% | +6.4% |
| Q2 2022 | $21,194,000 | +2.1% | 208,394 | +12.7% | 1.00% | +21.2% |
| Q1 2022 | $20,751,000 | -47.8% | 184,857 | -47.8% | 0.82% | +10.2% |
| Q4 2021 | $39,718,000 | +116.1% | 354,290 | +99.3% | 0.74% | +43.8% |
| Q3 2021 | $18,377,000 | -2.5% | 177,809 | -1.1% | 0.52% | -2.4% |
| Q2 2021 | $18,844,000 | +4.3% | 179,862 | +0.7% | 0.53% | -4.2% |
| Q1 2021 | $18,059,000 | +11.8% | 178,644 | +1.2% | 0.55% | +6.3% |
| Q4 2020 | $16,155,000 | +12.5% | 176,543 | -0.6% | 0.52% | -1.9% |
| Q3 2020 | $14,366,000 | +1.2% | 177,525 | -2.7% | 0.53% | -10.0% |
| Q2 2020 | $14,200,000 | +8.1% | 182,431 | -1.7% | 0.59% | -5.8% |
| Q1 2020 | $13,135,000 | -25.4% | 185,657 | -1.2% | 0.63% | -9.8% |
| Q4 2019 | $17,609,000 | +7.3% | 187,918 | +2.7% | 0.69% | -21.0% |
| Q3 2019 | $16,413,000 | +12.3% | 183,053 | +9.5% | 0.88% | +9.9% |
| Q2 2019 | $14,612,000 | +0.8% | 167,229 | -0.7% | 0.80% | -1.4% |
| Q1 2019 | $14,491,000 | +15.4% | 168,459 | +4.6% | 0.81% | +1.5% |
| Q4 2018 | $12,561,000 | -12.7% | 161,058 | -2.6% | 0.80% | +3.6% |
| Q3 2018 | $14,395,000 | +2.4% | 165,284 | -2.3% | 0.77% | +2.4% |
| Q2 2018 | $14,055,000 | +0.9% | 169,239 | +0.2% | 0.75% | -7.7% |
| Q1 2018 | $13,926,000 | -4.3% | 168,821 | -0.7% | 0.82% | -0.4% |
| Q4 2017 | $14,553,000 | +5.9% | 169,955 | +0.2% | 0.82% | +0.1% |
| Q3 2017 | $13,747,000 | +1.3% | 169,574 | -2.3% | 0.82% | -1.0% |
| Q2 2017 | $13,565,000 | -4.1% | 173,563 | -4.7% | 0.83% | -7.8% |
| Q1 2017 | $14,143,000 | +2.7% | 182,137 | +0.2% | 0.90% | +0.6% |
| Q4 2016 | $13,770,000 | +6.7% | 181,741 | +1.6% | 0.89% | +4.9% |
| Q3 2016 | $12,900,000 | +3.7% | 178,821 | +2.7% | 0.85% | +1.0% |
| Q2 2016 | $12,445,000 | +16.2% | 174,160 | +12.3% | 0.84% | +17.8% |
| Q1 2016 | $10,707,000 | +52.9% | 155,088 | +47.8% | 0.71% | +49.1% |
| Q4 2015 | $7,004,000 | +3.9% | 104,927 | -2.4% | 0.48% | -1.4% |
| Q3 2015 | $6,738,000 | -17.2% | 107,544 | -11.0% | 0.49% | -9.3% |
| Q2 2015 | $8,137,000 | -5.3% | 120,873 | -3.9% | 0.54% | -6.0% |
| Q1 2015 | $8,588,000 | -2.1% | 125,734 | -1.5% | 0.57% | -5.5% |
| Q4 2014 | $8,774,000 | +8.1% | 127,624 | +4.4% | 0.60% | +1.3% |
| Q3 2014 | $8,117,000 | +4.8% | 122,221 | +4.7% | 0.60% | +4.9% |
| Q2 2014 | $7,743,000 | +24.9% | 116,755 | +18.8% | 0.57% | +21.7% |
| Q1 2014 | $6,201,000 | -4.1% | 98,241 | -5.4% | 0.47% | -5.5% |
| Q4 2013 | $6,468,000 | +5.5% | 103,795 | -2.7% | 0.49% | +0.4% |
| Q3 2013 | $6,133,000 | -1.9% | 106,681 | -3.8% | 0.49% | -7.0% |
| Q2 2013 | $6,252,000 | – | 110,901 | – | 0.53% | – |
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% |