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 | $719 | -21.7% | 6,955 | -19.6% | 0.11% | -20.1% |
| Q2 2023 | $918 | -99.9% | 8,655 | +14.9% | 0.14% | +6.9% |
| Q1 2023 | $794,942 | -5.6% | 7,535 | -3.2% | 0.13% | -12.8% |
| Q4 2022 | $842,415 | +25.9% | 7,785 | +10.4% | 0.15% | +7.2% |
| Q3 2022 | $669,000 | +12.4% | 7,049 | +20.5% | 0.14% | +15.8% |
| Q2 2022 | $595,000 | -7.3% | 5,849 | +2.3% | 0.12% | +3.4% |
| Q1 2022 | $642,000 | +0.9% | 5,715 | +0.7% | 0.12% | +0.9% |
| Q4 2021 | $636,000 | +8.3% | 5,675 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $587,000 | -11.1% | 5,675 | -9.9% | 0.12% | -10.7% |
| Q2 2021 | $660,000 | -2.5% | 6,300 | -6.0% | 0.13% | -8.4% |
| Q1 2021 | $677,000 | +8.3% | 6,700 | -1.8% | 0.14% | -2.1% |
| Q4 2020 | $625,000 | +13.2% | 6,825 | 0.0% | 0.15% | -3.9% |
| Q3 2020 | $552,000 | +4.5% | 6,825 | +1.9% | 0.15% | +2.0% |
| Q2 2020 | $528,000 | +3.7% | 6,700 | -6.8% | 0.15% | -11.3% |
| Q1 2020 | $509,000 | -24.5% | 7,190 | 0.0% | 0.17% | -1.2% |
| Q4 2019 | $674,000 | +2.7% | 7,190 | -2.7% | 0.17% | -5.0% |
| Q3 2019 | $656,000 | +1.5% | 7,390 | 0.0% | 0.18% | +1.7% |
| Q2 2019 | $646,000 | -19.7% | 7,390 | -21.3% | 0.18% | -21.4% |
| Q1 2019 | $804,000 | +8.6% | 9,390 | -1.1% | 0.22% | -5.5% |
| Q4 2018 | $740,000 | -10.4% | 9,490 | 0.0% | 0.24% | +6.3% |
| Q3 2018 | $826,000 | +10.6% | 9,490 | +5.6% | 0.22% | +4.7% |
| Q2 2018 | $747,000 | +0.7% | 8,990 | 0.0% | 0.21% | 0.0% |
| Q1 2018 | $742,000 | -2.0% | 8,990 | +1.7% | 0.21% | -1.4% |
| Q4 2017 | $757,000 | +2.6% | 8,840 | -2.9% | 0.22% | +3.8% |
| Q3 2017 | $738,000 | +3.8% | 9,100 | 0.0% | 0.21% | +6.7% |
| Q2 2017 | $711,000 | +0.6% | 9,100 | 0.0% | 0.20% | -3.0% |
| Q1 2017 | $707,000 | -17.4% | 9,100 | -19.5% | 0.20% | -21.8% |
| Q4 2016 | $856,000 | +1.9% | 11,300 | -3.0% | 0.26% | -8.5% |
| Q3 2016 | $840,000 | +27.9% | 11,650 | +26.6% | 0.28% | +28.3% |
| Q2 2016 | $657,000 | +31.1% | 9,200 | +26.9% | 0.22% | +28.8% |
| Q1 2016 | $501,000 | +10.4% | 7,250 | +6.6% | 0.17% | +5.6% |
| Q4 2015 | $454,000 | +6.6% | 6,800 | 0.0% | 0.16% | -1.8% |
| Q3 2015 | $426,000 | +71.1% | 6,800 | +83.8% | 0.16% | +80.2% |
| Q2 2015 | $249,000 | -1.6% | 3,700 | 0.0% | 0.09% | -2.2% |
| Q1 2015 | $253,000 | – | 3,700 | – | 0.09% | – |
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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% |