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 | $835,342 | -4.1% | 8,085 | -1.6% | 0.24% | -2.9% |
| Q2 2023 | $871,365 | -0.5% | 8,215 | -1.1% | 0.24% | -2.8% |
| Q1 2023 | $876,178 | -3.7% | 8,305 | -1.2% | 0.25% | -8.4% |
| Q4 2022 | $909,397 | -6.3% | 8,404 | -17.9% | 0.27% | -17.3% |
| Q3 2022 | $971,000 | -7.5% | 10,239 | -0.8% | 0.33% | -2.4% |
| Q2 2022 | $1,050,000 | -17.4% | 10,320 | -8.8% | 0.34% | -7.1% |
| Q1 2022 | $1,271,000 | -7.6% | 11,320 | -7.7% | 0.36% | -5.7% |
| Q4 2021 | $1,376,000 | +11.7% | 12,270 | +2.9% | 0.39% | +1.6% |
| Q3 2021 | $1,232,000 | -2.4% | 11,920 | -1.0% | 0.38% | +5.8% |
| Q2 2021 | $1,262,000 | -8.5% | 12,045 | -11.7% | 0.36% | -14.7% |
| Q1 2021 | $1,379,000 | +4.5% | 13,640 | -5.5% | 0.42% | +4.7% |
| Q4 2020 | $1,320,000 | +5.9% | 14,430 | -6.3% | 0.40% | -4.5% |
| Q3 2020 | $1,246,000 | +5.5% | 15,395 | +2.7% | 0.42% | +1.7% |
| Q2 2020 | $1,181,000 | +20.5% | 14,985 | +8.2% | 0.41% | +10.7% |
| Q1 2020 | $980,000 | -2.3% | 13,850 | +29.4% | 0.37% | +12.3% |
| Q4 2019 | $1,003,000 | +3.5% | 10,700 | -2.0% | 0.33% | -2.9% |
| Q3 2019 | $969,000 | +2.2% | 10,920 | +0.7% | 0.34% | +0.3% |
| Q2 2019 | $948,000 | +2.4% | 10,845 | +0.3% | 0.34% | -1.2% |
| Q1 2019 | $926,000 | +6.9% | 10,810 | -2.6% | 0.35% | -3.9% |
| Q4 2018 | $866,000 | -9.8% | 11,103 | +0.7% | 0.36% | -6.0% |
| Q3 2018 | $960,000 | +4.6% | 11,028 | -0.3% | 0.38% | -3.3% |
| Q2 2018 | $918,000 | -4.2% | 11,058 | -4.8% | 0.40% | -5.7% |
| Q1 2018 | $958,000 | -16.0% | 11,610 | -12.9% | 0.42% | -15.2% |
| Q4 2017 | $1,141,000 | +2.6% | 13,325 | -2.9% | 0.50% | -1.0% |
| Q3 2017 | $1,112,000 | -14.3% | 13,720 | -17.4% | 0.50% | -20.1% |
| Q2 2017 | $1,298,000 | -0.1% | 16,610 | -0.7% | 0.63% | -4.0% |
| Q1 2017 | $1,299,000 | +2.8% | 16,730 | +0.3% | 0.65% | +0.6% |
| Q4 2016 | $1,264,000 | +10.8% | 16,680 | +5.5% | 0.65% | +5.4% |
| Q3 2016 | $1,141,000 | -0.3% | 15,815 | -1.2% | 0.62% | +0.3% |
| Q2 2016 | $1,144,000 | +4.5% | 16,005 | +0.9% | 0.61% | +3.9% |
| Q1 2016 | $1,095,000 | +8.2% | 15,860 | +4.7% | 0.59% | +8.7% |
| Q4 2015 | $1,012,000 | +20.6% | 15,155 | +13.2% | 0.54% | +16.0% |
| Q3 2015 | $839,000 | -5.8% | 13,390 | +1.2% | 0.47% | +3.8% |
| Q2 2015 | $891,000 | +3.0% | 13,230 | +4.5% | 0.45% | +6.1% |
| Q1 2015 | $865,000 | -2.1% | 12,665 | -1.5% | 0.42% | -2.1% |
| Q4 2014 | $884,000 | +5.7% | 12,860 | +2.1% | 0.43% | +7.4% |
| Q3 2014 | $836,000 | -2.1% | 12,590 | -2.3% | 0.40% | -1.7% |
| Q2 2014 | $854,000 | +5.6% | 12,880 | +0.5% | 0.41% | -4.2% |
| Q1 2014 | $809,000 | +1.6% | 12,810 | +0.3% | 0.43% | -7.5% |
| Q4 2013 | $796,000 | +4.6% | 12,770 | -3.5% | 0.46% | -2.9% |
| Q3 2013 | $761,000 | +9.0% | 13,235 | +6.9% | 0.48% | +9.6% |
| Q2 2013 | $698,000 | – | 12,375 | – | 0.44% | – |
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% |