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 | $625,228 | -15.2% | 6,051 | -13.0% | 0.02% | -15.0% |
| Q2 2023 | $737,650 | -13.4% | 6,954 | -13.9% | 0.02% | -28.6% |
| Q1 2023 | $851,741 | -6.8% | 8,073 | -4.4% | 0.03% | -15.2% |
| Q4 2022 | $913,657 | -2.3% | 8,443 | -14.3% | 0.03% | -8.3% |
| Q3 2022 | $935,000 | -31.3% | 9,852 | -26.4% | 0.04% | -28.0% |
| Q2 2022 | $1,361,000 | +65.6% | 13,385 | +82.8% | 0.05% | +92.3% |
| Q1 2022 | $822,000 | +3.0% | 7,321 | +2.9% | 0.03% | +8.3% |
| Q4 2021 | $798,000 | +5.0% | 7,114 | -3.2% | 0.02% | -7.7% |
| Q3 2021 | $760,000 | -3.7% | 7,352 | -2.3% | 0.03% | -3.7% |
| Q2 2021 | $789,000 | -9.2% | 7,527 | -12.5% | 0.03% | -28.9% |
| Q1 2021 | $869,000 | -42.8% | 8,598 | -48.2% | 0.04% | +5.6% |
| Q4 2020 | $1,518,000 | +123.6% | 16,590 | +97.8% | 0.04% | -2.7% |
| Q3 2020 | $679,000 | -58.8% | 8,389 | -59.9% | 0.04% | -24.5% |
| Q2 2020 | $1,650,000 | -3.4% | 20,938 | -13.2% | 0.05% | -24.6% |
| Q1 2020 | $1,708,000 | +53.9% | 24,130 | +103.7% | 0.06% | -4.4% |
| Q4 2019 | $1,110,000 | -4.5% | 11,845 | -9.6% | 0.07% | -17.1% |
| Q3 2019 | $1,162,000 | -1.1% | 13,098 | -2.6% | 0.08% | -13.7% |
| Q2 2019 | $1,175,000 | -51.9% | 13,448 | -52.9% | 0.10% | -7.8% |
| Q1 2019 | $2,444,000 | +6.1% | 28,536 | -3.4% | 0.10% | -17.6% |
| Q4 2018 | $2,304,000 | -16.6% | 29,536 | -6.9% | 0.12% | -1.6% |
| Q3 2018 | $2,764,000 | +111.6% | 31,736 | +101.9% | 0.13% | +0.8% |
| Q2 2018 | $1,306,000 | -8.7% | 15,720 | -9.4% | 0.13% | -3.8% |
| Q1 2018 | $1,431,000 | -54.9% | 17,345 | -53.1% | 0.13% | -9.7% |
| Q4 2017 | $3,170,000 | +2.1% | 37,020 | -3.4% | 0.14% | -2.0% |
| Q3 2017 | $3,106,000 | -7.7% | 38,320 | -11.6% | 0.15% | -15.4% |
| Q1 2017 | $3,366,000 | -0.3% | 43,340 | -2.7% | 0.18% | -9.8% |
| Q4 2016 | $3,376,000 | +93.0% | 44,548 | +83.7% | 0.19% | -2.5% |
| Q3 2016 | $1,749,000 | +25.3% | 24,249 | +24.1% | 0.20% | +19.9% |
| Q2 2016 | $1,396,000 | +270.3% | 19,534 | +257.8% | 0.17% | +268.9% |
| Q1 2016 | $377,000 | +52.0% | 5,460 | +47.2% | 0.04% | +55.2% |
| Q4 2015 | $248,000 | +6.9% | 3,710 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $232,000 | -9.4% | 3,710 | -2.6% | 0.03% | 0.0% |
| Q2 2015 | $256,000 | -1.5% | 3,810 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $260,000 | -12.2% | 3,810 | -11.6% | 0.03% | -14.7% |
| Q4 2014 | $296,000 | +3.5% | 4,310 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $286,000 | -7.4% | 4,310 | -7.5% | 0.03% | -5.6% |
| Q2 2014 | $309,000 | +0.7% | 4,660 | -4.1% | 0.04% | -2.7% |
| Q1 2014 | $307,000 | +3.4% | 4,860 | +2.1% | 0.04% | +2.8% |
| Q4 2013 | $297,000 | -8.0% | 4,760 | -15.2% | 0.04% | -16.3% |
| Q3 2013 | $323,000 | -4.2% | 5,610 | -6.3% | 0.04% | -10.4% |
| Q2 2013 | $337,000 | – | 5,985 | – | 0.05% | – |
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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% |