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 | $17,113,420 | -25.4% | 165,635 | -23.4% | 0.03% | -22.2% |
| Q2 2023 | $22,936,953 | -44.4% | 216,244 | -44.7% | 0.04% | -48.6% |
| Q1 2023 | $41,265,445 | -8.6% | 391,142 | -6.2% | 0.07% | -16.7% |
| Q4 2022 | $45,140,446 | +22.7% | 417,156 | +7.6% | 0.08% | +16.7% |
| Q3 2022 | $36,792,000 | -12.3% | 387,779 | -6.0% | 0.07% | -8.9% |
| Q2 2022 | $41,955,000 | +4.0% | 412,540 | +14.8% | 0.08% | +31.7% |
| Q1 2022 | $40,324,000 | +11.3% | 359,234 | +11.1% | 0.06% | +33.3% |
| Q4 2021 | $36,244,000 | +18.4% | 323,290 | +9.1% | 0.04% | 0.0% |
| Q3 2021 | $30,613,000 | +9.8% | 296,208 | +11.3% | 0.04% | +7.1% |
| Q2 2021 | $27,883,000 | +333.6% | 266,132 | +318.4% | 0.04% | +281.8% |
| Q1 2021 | $6,430,000 | +26.0% | 63,613 | +14.1% | 0.01% | +22.2% |
| Q4 2020 | $5,103,000 | +8.2% | 55,774 | -4.3% | 0.01% | -10.0% |
| Q3 2020 | $4,718,000 | +6.0% | 58,298 | +3.1% | 0.01% | 0.0% |
| Q2 2020 | $4,453,000 | +9.3% | 56,525 | -1.8% | 0.01% | -16.7% |
| Q1 2020 | $4,073,000 | -45.0% | 57,567 | -27.2% | 0.01% | -36.8% |
| Q4 2019 | $7,408,000 | +1.5% | 79,049 | -3.9% | 0.02% | -5.0% |
| Q3 2019 | $7,296,000 | -1.0% | 82,227 | -2.5% | 0.02% | -4.8% |
| Q2 2019 | $7,371,000 | +6.2% | 84,370 | +4.1% | 0.02% | +5.0% |
| Q1 2019 | $6,943,000 | +7.4% | 81,057 | -2.2% | 0.02% | -9.1% |
| Q4 2018 | $6,466,000 | -23.7% | 82,909 | -14.8% | 0.02% | -8.3% |
| Q3 2018 | $8,477,000 | +31.3% | 97,344 | +25.3% | 0.02% | +20.0% |
| Q2 2018 | $6,454,000 | -18.2% | 77,706 | -18.8% | 0.02% | -23.1% |
| Q1 2018 | $7,890,000 | +14.2% | 95,645 | +18.5% | 0.03% | +18.2% |
| Q4 2017 | $6,910,000 | -0.6% | 80,689 | -5.9% | 0.02% | -4.3% |
| Q3 2017 | $6,952,000 | -1.7% | 85,759 | -5.2% | 0.02% | +4.5% |
| Q2 2017 | $7,071,000 | -12.1% | 90,474 | -12.7% | 0.02% | -18.5% |
| Q1 2017 | $8,044,000 | -21.8% | 103,584 | -23.7% | 0.03% | -27.0% |
| Q4 2016 | $10,291,000 | -48.1% | 135,809 | -50.6% | 0.04% | -45.6% |
| Q3 2016 | $19,828,000 | +32.1% | 274,862 | +30.9% | 0.07% | +28.3% |
| Q2 2016 | $15,006,000 | +50.4% | 210,002 | +45.3% | 0.05% | +55.9% |
| Q1 2016 | $9,976,000 | +106.8% | 144,506 | +100.0% | 0.03% | +112.5% |
| Q4 2015 | $4,823,000 | +46.9% | 72,261 | +37.9% | 0.02% | +33.3% |
| Q3 2015 | $3,283,000 | +6.1% | 52,388 | +14.0% | 0.01% | +20.0% |
| Q2 2015 | $3,095,000 | -18.1% | 45,973 | -16.9% | 0.01% | -16.7% |
| Q1 2015 | $3,780,000 | -7.4% | 55,352 | -6.8% | 0.01% | -7.7% |
| Q4 2014 | $4,082,000 | +2.3% | 59,377 | -1.2% | 0.01% | 0.0% |
| Q3 2014 | $3,990,000 | +61.1% | 60,072 | +60.8% | 0.01% | +62.5% |
| Q2 2014 | $2,477,000 | +4.8% | 37,355 | -0.3% | 0.01% | 0.0% |
| Q1 2014 | $2,364,000 | -6.0% | 37,455 | -7.2% | 0.01% | 0.0% |
| Q4 2013 | $2,514,000 | +8.4% | 40,345 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $2,320,000 | +13.2% | 40,345 | +11.0% | 0.01% | 0.0% |
| Q2 2013 | $2,049,000 | – | 36,345 | – | 0.01% | – |
Download | ||||||
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% |