VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,993,629 | -3.0% | 387,085 | -0.4% | 0.91% | -0.5% |
| Q2 2023 | $41,236,441 | +0.5% | 388,766 | -0.1% | 0.91% | -7.3% |
| Q1 2023 | $41,036,211 | +2.3% | 388,969 | +7.4% | 0.98% | -10.4% |
| Q4 2022 | $40,101,272 | +18.9% | 362,056 | +1.8% | 1.10% | -14.5% |
| Q3 2022 | $33,728,000 | -8.8% | 355,481 | +1879.0% | 1.28% | +1.8% |
| Q2 2022 | $36,968,000 | +1.9% | 17,963 | -94.4% | 1.26% | -11.4% |
| Q1 2022 | $36,288,000 | +0.5% | 323,278 | +1953.7% | 1.42% | -2.9% |
| Q4 2021 | $36,095,000 | +9.1% | 15,741 | -95.1% | 1.47% | -3.8% |
| Q3 2021 | $33,088,000 | +1.1% | 320,155 | +2.5% | 1.52% | +1.2% |
| Q2 2021 | $32,713,000 | +4.0% | 312,236 | +0.4% | 1.51% | -9.4% |
| Q1 2021 | $31,451,000 | +0.4% | 311,119 | -9.1% | 1.66% | -26.1% |
| Q4 2020 | $31,311,000 | +10.2% | 342,159 | -2.6% | 2.25% | -9.1% |
| Q3 2020 | $28,425,000 | +19.3% | 351,229 | +16.2% | 2.47% | +9.4% |
| Q2 2020 | $23,821,000 | +457.6% | 302,374 | +400.8% | 2.26% | +409.2% |
| Q1 2020 | $4,272,000 | +720.0% | 60,382 | +986.0% | 0.44% | +909.1% |
| Q4 2019 | $521,000 | +701.5% | 5,560 | +647.3% | 0.04% | +633.3% |
| Q2 2019 | $65,000 | +1.6% | 744 | -0.4% | 0.01% | -14.3% |
| Q1 2019 | $64,000 | -71.3% | 747 | -70.8% | 0.01% | -69.6% |
| Q3 2018 | $223,000 | +4.7% | 2,562 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $213,000 | +0.9% | 2,562 | 0.0% | 0.02% | -17.9% |
| Q1 2018 | $211,000 | – | 2,562 | – | 0.03% | – |
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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% |