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 2022 | $799,000 | -9.0% | 8,426 | -2.4% | 0.03% | -5.6% |
| Q2 2022 | $878,000 | +88.8% | 8,636 | +108.6% | 0.04% | +111.8% |
| Q1 2022 | $465,000 | +125.7% | 4,139 | +125.4% | 0.02% | +142.9% |
| Q4 2021 | $206,000 | +13.2% | 1,836 | +4.1% | 0.01% | 0.0% |
| Q3 2021 | $182,000 | +420.0% | 1,763 | +403.7% | 0.01% | +250.0% |
| Q1 2021 | $35,000 | +29.6% | 350 | +16.7% | 0.00% | +100.0% |
| Q4 2020 | $27,000 | – | 300 | – | 0.00% | – |
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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% |