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 | $2,559,339 | -0.2% | 24,771 | +2.4% | 2.07% | +19.1% |
| Q2 2023 | $2,565,727 | +16.4% | 24,189 | +15.8% | 1.74% | +7.4% |
| Q1 2023 | $2,203,368 | +86578.5% | 20,885 | -11.1% | 1.62% | -14.4% |
| Q4 2022 | $2,542 | -99.9% | 23,489 | +7.4% | 1.89% | +10.0% |
| Q3 2022 | $2,075,000 | +0.8% | 21,877 | +8.1% | 1.72% | +10.9% |
| Q2 2022 | $2,058,000 | -4.9% | 20,236 | +5.0% | 1.55% | +12.8% |
| Q1 2022 | $2,163,000 | +0.2% | 19,274 | +0.1% | 1.38% | +8.6% |
| Q4 2021 | $2,159,000 | +9.9% | 19,261 | +1.4% | 1.27% | -0.2% |
| Q3 2021 | $1,964,000 | +16.1% | 19,002 | +17.7% | 1.27% | +16.7% |
| Q2 2021 | $1,691,000 | +6.2% | 16,139 | +2.5% | 1.09% | -0.3% |
| Q1 2021 | $1,592,000 | +19.0% | 15,741 | +7.6% | 1.09% | +15.0% |
| Q4 2020 | $1,338,000 | +50.8% | 14,623 | +33.4% | 0.95% | +35.8% |
| Q3 2020 | $887,000 | +9.4% | 10,958 | +6.5% | 0.70% | -0.9% |
| Q2 2020 | $811,000 | +13.1% | 10,291 | +1.4% | 0.70% | -3.2% |
| Q1 2020 | $717,000 | -18.9% | 10,145 | +7.6% | 0.73% | +6.6% |
| Q4 2019 | $884,000 | +6.2% | 9,426 | +0.6% | 0.68% | -7.5% |
| Q3 2019 | $832,000 | +11.1% | 9,372 | +9.4% | 0.74% | +11.8% |
| Q2 2019 | $749,000 | +3.2% | 8,566 | +1.1% | 0.66% | +2.6% |
| Q1 2019 | $726,000 | +11.3% | 8,471 | +1.4% | 0.64% | 0.0% |
| Q4 2018 | $652,000 | -10.3% | 8,355 | 0.0% | 0.64% | +3.9% |
| Q3 2018 | $727,000 | +6.4% | 8,355 | +1.5% | 0.62% | +0.7% |
| Q2 2018 | $683,000 | -30.9% | 8,229 | -31.3% | 0.61% | -30.9% |
| Q1 2018 | $988,000 | -3.6% | 11,972 | 0.0% | 0.89% | +1.3% |
| Q4 2017 | $1,025,000 | +4.2% | 11,972 | -1.4% | 0.88% | -1.2% |
| Q3 2017 | $984,000 | +3.7% | 12,139 | 0.0% | 0.89% | +2.9% |
| Q2 2017 | $949,000 | -0.4% | 12,139 | -1.1% | 0.86% | +1.3% |
| Q1 2017 | $953,000 | +8.7% | 12,279 | +6.0% | 0.85% | +7.4% |
| Q4 2016 | $877,000 | +124.9% | 11,579 | +114.4% | 0.79% | +124.9% |
| Q3 2016 | $390,000 | – | 5,401 | – | 0.35% | – |
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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% |