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 | $51,918,042 | -1.5% | 502,498 | +1.2% | 15.21% | +1.9% |
| Q2 2023 | $52,696,910 | +2.7% | 496,774 | +2.2% | 14.92% | -3.7% |
| Q1 2023 | $51,299,789 | -1.8% | 486,254 | +0.7% | 15.49% | -5.9% |
| Q4 2022 | $52,261,161 | +21.6% | 482,961 | +6.6% | 16.46% | +6.2% |
| Q3 2022 | $42,975,000 | +0.0% | 452,945 | +7.2% | 15.51% | +4.1% |
| Q2 2022 | $42,971,000 | +0.7% | 422,528 | +11.1% | 14.90% | +10.7% |
| Q1 2022 | $42,693,000 | +0.2% | 380,341 | +0.0% | 13.46% | +2.9% |
| Q4 2021 | $42,623,000 | +12.7% | 380,186 | +4.0% | 13.09% | +0.1% |
| Q3 2021 | $37,827,000 | +7619.8% | 365,518 | +7710.2% | 13.08% | +10116.4% |
| Q2 2021 | $490,000 | -98.4% | 4,680 | -98.5% | 0.13% | -98.9% |
| Q1 2021 | $30,583,000 | +26.6% | 302,531 | +14.6% | 11.95% | +11.4% |
| Q4 2020 | $24,157,000 | +23.6% | 263,977 | +9.8% | 10.73% | +2.8% |
| Q3 2020 | $19,545,000 | +9.4% | 240,357 | +6.2% | 10.43% | -1.9% |
| Q2 2020 | $17,861,000 | +24.1% | 226,262 | +11.2% | 10.63% | -4.2% |
| Q1 2020 | $14,393,000 | +2.2% | 203,437 | +35.3% | 11.09% | +20.4% |
| Q4 2019 | $14,086,000 | +11.0% | 150,319 | +5.1% | 9.22% | +2.5% |
| Q3 2019 | $12,692,000 | +7.1% | 143,044 | +5.5% | 8.99% | +3.5% |
| Q2 2019 | $11,850,000 | +26.4% | 135,613 | +24.2% | 8.68% | +28.3% |
| Q1 2019 | $9,375,000 | +157.7% | 109,157 | +149.3% | 6.76% | +112.8% |
| Q4 2018 | $3,638,000 | +511.4% | 43,787 | +540.5% | 3.18% | +566.2% |
| Q3 2018 | $595,000 | +32.2% | 6,836 | +26.2% | 0.48% | +19.2% |
| Q2 2018 | $450,000 | +5.1% | 5,416 | +4.4% | 0.40% | +1.0% |
| Q1 2018 | $428,000 | +47.1% | 5,188 | +52.8% | 0.40% | +47.2% |
| Q4 2017 | $291,000 | – | 3,396 | – | 0.27% | – |
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% |