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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $205,957 | +98.7% | 1,845 | +83.9% | 0.01% | +75.0% |
| Q3 2023 | $103,630 | -90.3% | 1,003 | -90.0% | 0.00% | -89.5% |
| Q2 2023 | $1,066,004 | +1272.9% | 10,050 | +1265.5% | 0.04% | +1166.7% |
| Q1 2023 | $77,648 | +72468.2% | 736 | -25.8% | 0.00% | -25.0% |
| Q4 2022 | $107 | -100.0% | 992 | -89.0% | 0.00% | -89.7% |
| Q3 2022 | $853,000 | -2.4% | 8,988 | +4.6% | 0.04% | +2.6% |
| Q2 2022 | $874,000 | -56.6% | 8,590 | -52.2% | 0.04% | -50.0% |
| Q1 2022 | $2,016,000 | +23.7% | 17,960 | +23.5% | 0.08% | +24.6% |
| Q4 2021 | $1,630,000 | +28.0% | 14,541 | +18.1% | 0.06% | +15.1% |
| Q3 2021 | $1,273,000 | +4.6% | 12,314 | +6.0% | 0.05% | +1.9% |
| Q2 2021 | $1,217,000 | +23.2% | 11,615 | +18.9% | 0.05% | +13.0% |
| Q1 2021 | $988,000 | -24.6% | 9,769 | -31.8% | 0.05% | -31.3% |
| Q4 2020 | $1,311,000 | +234.4% | 14,331 | +195.7% | 0.07% | +191.3% |
| Q3 2020 | $392,000 | +180.0% | 4,847 | +173.5% | 0.02% | +155.6% |
| Q2 2020 | $140,000 | +1650.0% | 1,772 | +1440.9% | 0.01% | +800.0% |
| Q1 2020 | $8,000 | -96.3% | 115 | -95.0% | 0.00% | -92.3% |
| Q4 2019 | $215,000 | -96.4% | 2,290 | +3171.4% | 0.01% | – |
| Q1 2019 | $5,996,000 | -50.4% | 70 | -54.8% | 0.00% | -100.0% |
| Q4 2018 | $12,088,000 | +125.9% | 155 | +134.8% | 0.00% | – |
| Q3 2017 | $5,351,000 | -95.7% | 66 | -95.9% | 0.00% | -100.0% |
| Q1 2017 | $124,240,000 | +646.7% | 1,600 | +563.9% | 0.01% | +500.0% |
| Q1 2016 | $16,639,000 | +25.3% | 241 | +20.5% | 0.00% | -33.3% |
| Q3 2015 | $13,282,000 | -3.4% | 200 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $13,750,000 | +3.5% | 200 | 0.0% | 0.00% | +33.3% |
| Q3 2014 | $13,282,000 | -51.2% | 200 | -54.2% | 0.00% | -88.0% |
| Q4 2013 | $27,234,000 | – | 437 | – | 0.02% | – |
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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% |