VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,087,443 | +2.3% | 10,525 | +5.0% | 0.00% | 0.0% |
| Q2 2023 | $1,063,352 | +0.5% | 10,025 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,057,638 | -0.0% | 10,025 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $1,057,753 | -59.3% | 9,775 | -64.3% | 0.00% | -50.0% |
| Q3 2022 | $2,600,000 | -88.6% | 27,397 | -87.7% | 0.00% | -88.6% |
| Q2 2022 | $22,790,000 | -59.1% | 223,239 | -54.4% | 0.04% | -52.7% |
| Q1 2022 | $55,694,000 | +222676.0% | 489,313 | +195625.2% | 0.07% | – |
| Q1 2021 | $25,000 | -87.6% | 250 | -88.6% | 0.00% | – |
| Q4 2020 | $202,000 | +127.0% | 2,200 | +100.0% | 0.00% | – |
| Q3 2020 | $89,000 | +2.3% | 1,100 | 0.0% | 0.00% | – |
| Q2 2020 | $87,000 | -42.4% | 1,100 | -46.7% | 0.00% | – |
| Q1 2020 | $151,000 | -63.8% | 2,065 | -53.6% | 0.00% | -100.0% |
| Q4 2019 | $417,000 | -21.5% | 4,450 | -25.9% | 0.00% | 0.0% |
| Q3 2019 | $531,000 | +1.1% | 6,005 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $525,000 | -5.9% | 6,005 | -7.7% | 0.00% | 0.0% |
| Q1 2019 | $558,000 | +16.2% | 6,505 | +5.7% | 0.00% | 0.0% |
| Q4 2018 | $480,000 | -13.0% | 6,155 | -2.9% | 0.00% | 0.0% |
| Q3 2018 | $552,000 | +26.0% | 6,340 | +20.1% | 0.00% | 0.0% |
| Q2 2018 | $438,000 | +54.2% | 5,280 | +53.0% | 0.00% | – |
| Q1 2018 | $284,000 | -4.1% | 3,450 | 0.0% | 0.00% | – |
| Q4 2017 | $296,000 | -11.4% | 3,450 | -16.4% | 0.00% | -100.0% |
| Q3 2017 | $334,000 | +12.8% | 4,125 | +8.7% | 0.00% | 0.0% |
| Q2 2017 | $296,000 | -36.5% | 3,795 | -36.5% | 0.00% | – |
| Q1 2017 | $466,000 | +105.3% | 5,980 | +100.0% | 0.00% | – |
| Q4 2016 | $227,000 | -16.5% | 2,990 | -20.7% | 0.00% | -100.0% |
| Q3 2016 | $272,000 | +28.3% | 3,770 | +26.9% | 0.00% | – |
| Q2 2016 | $212,000 | +55.9% | 2,970 | +50.8% | 0.00% | – |
| Q1 2016 | $136,000 | -8.7% | 1,970 | -11.7% | 0.00% | – |
| Q4 2015 | $149,000 | +6.4% | 2,230 | 0.0% | 0.00% | – |
| Q3 2015 | $140,000 | -6.7% | 2,230 | 0.0% | 0.00% | – |
| Q2 2015 | $150,000 | +145.9% | 2,230 | +146.4% | 0.00% | – |
| Q1 2015 | $61,000 | – | 905 | – | 0.00% | – |
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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% |