VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,227,000 | -2.6% | 21,140 | -6.5% | 0.30% | -11.4% |
| Q1 2021 | $2,286,000 | +0.9% | 22,616 | -8.6% | 0.33% | -5.7% |
| Q4 2020 | $2,265,000 | +10.3% | 24,753 | -2.5% | 0.35% | -4.3% |
| Q3 2020 | $2,054,000 | -35.4% | 25,379 | -37.1% | 0.37% | -45.3% |
| Q2 2020 | $3,178,000 | +4.2% | 40,336 | -6.4% | 0.67% | -10.7% |
| Q1 2020 | $3,050,000 | -45.5% | 43,111 | -27.9% | 0.76% | -14.3% |
| Q4 2019 | $5,601,000 | +12.1% | 59,766 | +3.1% | 0.88% | +5.9% |
| Q3 2019 | $4,995,000 | -3.8% | 57,975 | -2.4% | 0.83% | -13.2% |
| Q2 2019 | $5,191,000 | -2.5% | 59,407 | -4.4% | 0.96% | -3.0% |
| Q1 2019 | $5,325,000 | -30.5% | 62,169 | -36.8% | 0.99% | -40.8% |
| Q4 2018 | $7,666,000 | -9.1% | 98,298 | +1.5% | 1.67% | -0.3% |
| Q3 2018 | $8,432,000 | +4.3% | 96,822 | -0.5% | 1.68% | -0.9% |
| Q2 2018 | $8,085,000 | -3.0% | 97,350 | -3.7% | 1.69% | -4.2% |
| Q1 2018 | $8,336,000 | -10.1% | 101,053 | -6.7% | 1.76% | +5.3% |
| Q4 2017 | $9,273,000 | -4.1% | 108,294 | -9.2% | 1.68% | -11.3% |
| Q3 2017 | $9,670,000 | +13.7% | 119,283 | +9.6% | 1.89% | +9.8% |
| Q2 2017 | $8,508,000 | -0.4% | 108,856 | -1.0% | 1.72% | -0.3% |
| Q1 2017 | $8,542,000 | +2.7% | 110,005 | +0.3% | 1.72% | -7.3% |
| Q4 2016 | $8,314,000 | +11.0% | 109,730 | +4.5% | 1.86% | +8.3% |
| Q3 2016 | $7,487,000 | +7.0% | 104,956 | +7.2% | 1.72% | +6.6% |
| Q2 2016 | $6,996,000 | +17.1% | 97,903 | +13.1% | 1.61% | +10.8% |
| Q1 2016 | $5,975,000 | -0.3% | 86,538 | -3.6% | 1.45% | -5.9% |
| Q4 2015 | $5,990,000 | +12.3% | 89,740 | +5.4% | 1.54% | +5.8% |
| Q3 2015 | $5,335,000 | -11.8% | 85,159 | -5.2% | 1.46% | -6.5% |
| Q2 2015 | $6,047,000 | +0.8% | 89,824 | +2.3% | 1.56% | +2.0% |
| Q1 2015 | $5,999,000 | -4.0% | 87,834 | -3.4% | 1.53% | -2.2% |
| Q4 2014 | $6,252,000 | +3.5% | 90,945 | -0.0% | 1.56% | -0.3% |
| Q3 2014 | $6,040,000 | +2.5% | 90,954 | +2.4% | 1.57% | +3.2% |
| Q2 2014 | $5,891,000 | +4.8% | 88,841 | -0.2% | 1.52% | +1.6% |
| Q1 2014 | $5,621,000 | +1.2% | 89,047 | -0.1% | 1.50% | -1.7% |
| Q4 2013 | $5,554,000 | +11.6% | 89,114 | +3.0% | 1.52% | +2.1% |
| Q3 2013 | $4,975,000 | +2.4% | 86,542 | +0.4% | 1.49% | -2.0% |
| Q2 2013 | $4,858,000 | – | 86,182 | – | 1.52% | – |
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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% |