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 | $528,482 | -23.5% | 5,115 | -21.5% | 0.06% | -20.0% |
| Q2 2023 | $690,834 | -47.6% | 6,513 | -47.9% | 0.08% | -50.7% |
| Q1 2023 | $1,319,067 | -2.6% | 12,503 | -0.1% | 0.15% | -4.4% |
| Q4 2022 | $1,353,924 | +11.2% | 12,512 | -2.5% | 0.16% | +0.6% |
| Q3 2022 | $1,218,000 | -6.7% | 12,836 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $1,305,000 | -10.5% | 12,836 | -1.2% | 0.16% | +8.2% |
| Q1 2022 | $1,458,000 | -1.2% | 12,990 | -1.3% | 0.15% | +3.5% |
| Q4 2021 | $1,476,000 | +8.5% | 13,164 | 0.0% | 0.14% | 0.0% |
| Q3 2021 | $1,360,000 | -5.2% | 13,164 | -3.8% | 0.14% | -4.1% |
| Q2 2021 | $1,434,000 | -27.3% | 13,683 | -29.9% | 0.15% | -31.0% |
| Q1 2021 | $1,973,000 | +2.8% | 19,515 | -6.9% | 0.21% | -2.7% |
| Q4 2020 | $1,919,000 | -4.9% | 20,970 | -15.9% | 0.22% | -14.1% |
| Q3 2020 | $2,018,000 | -16.5% | 24,937 | -18.8% | 0.26% | -20.8% |
| Q2 2020 | $2,418,000 | 0.0% | 30,693 | -10.2% | 0.32% | -12.7% |
| Q1 2020 | $2,418,000 | -76.5% | 34,175 | -68.9% | 0.37% | -70.5% |
| Q4 2019 | $10,308,000 | +5.8% | 110,002 | +0.2% | 1.25% | -2.8% |
| Q3 2019 | $9,739,000 | +9.1% | 109,755 | +7.5% | 1.29% | +7.7% |
| Q2 2019 | $8,923,000 | +13.3% | 102,118 | +11.1% | 1.19% | +14.7% |
| Q1 2019 | $7,875,000 | +20.8% | 91,935 | +10.0% | 1.04% | +21.2% |
| Q4 2018 | $6,517,000 | -4.3% | 83,565 | +6.8% | 0.86% | +10.7% |
| Q3 2018 | $6,812,000 | +19.2% | 78,223 | +13.6% | 0.78% | +13.5% |
| Q2 2018 | $5,717,000 | +3.2% | 68,834 | +2.5% | 0.68% | +1.6% |
| Q1 2018 | $5,538,000 | -56.2% | 67,141 | -54.5% | 0.67% | -56.1% |
| Q4 2017 | $12,640,000 | +2.4% | 147,617 | -3.0% | 1.53% | -6.4% |
| Q3 2017 | $12,340,000 | +3.6% | 152,211 | -0.1% | 1.64% | -4.1% |
| Q2 2017 | $11,908,000 | -0.1% | 152,349 | -0.7% | 1.71% | -4.5% |
| Q1 2017 | $11,914,000 | +4.3% | 153,426 | +1.7% | 1.79% | -12.0% |
| Q4 2016 | $11,427,000 | +1.8% | 150,817 | -3.1% | 2.03% | +1.3% |
| Q3 2016 | $11,225,000 | +9.6% | 155,598 | +8.5% | 2.00% | +8.5% |
| Q2 2016 | $10,244,000 | -14.5% | 143,350 | -17.4% | 1.85% | -13.2% |
| Q1 2016 | $11,982,000 | +4.9% | 173,548 | +1.4% | 2.13% | +3.6% |
| Q4 2015 | $11,424,000 | +31.1% | 171,143 | +23.0% | 2.06% | +22.6% |
| Q3 2015 | $8,716,000 | -7.8% | 139,120 | -0.9% | 1.68% | +1.5% |
| Q2 2015 | $9,449,000 | -3.5% | 140,360 | -2.1% | 1.65% | -6.1% |
| Q1 2015 | $9,793,000 | +1081.3% | 143,385 | +1088.9% | 1.76% | +1049.7% |
| Q4 2014 | $829,000 | +1175.4% | 12,060 | +1136.9% | 0.15% | +1290.9% |
| Q2 2014 | $65,000 | +4.8% | 975 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $62,000 | +1.6% | 975 | 0.0% | 0.01% | +10.0% |
| Q4 2013 | $61,000 | -7.6% | 975 | -15.2% | 0.01% | -16.7% |
| Q3 2013 | $66,000 | – | 1,150 | – | 0.01% | – |
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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% |