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 | $200,647 | -7.4% | 1,942 | -4.9% | 0.00% | -100.0% |
| Q2 2023 | $216,595 | -89.2% | 2,042 | -89.3% | 0.00% | -80.0% |
| Q1 2023 | $2,011,674 | -75.6% | 19,068 | -75.0% | 0.01% | -78.3% |
| Q4 2022 | $8,249,714 | +604.5% | 76,238 | +517.8% | 0.02% | +666.7% |
| Q3 2022 | $1,171,000 | -77.9% | 12,340 | -76.4% | 0.00% | -82.4% |
| Q2 2022 | $5,309,000 | -19.7% | 52,200 | -11.4% | 0.02% | -19.0% |
| Q1 2022 | $6,611,000 | -75.5% | 58,900 | -75.5% | 0.02% | -76.1% |
| Q4 2021 | $26,988,000 | +14.9% | 240,728 | +5.9% | 0.09% | +4.8% |
| Q3 2021 | $23,494,000 | +103.0% | 227,328 | +105.8% | 0.08% | +90.9% |
| Q2 2021 | $11,573,000 | +1550.9% | 110,467 | +1342.3% | 0.04% | +1366.7% |
| Q4 2020 | $701,000 | +64.9% | 7,659 | +54.6% | 0.00% | 0.0% |
| Q1 2019 | $425,000 | -42.0% | 4,955 | -47.3% | 0.00% | -40.0% |
| Q4 2018 | $733,000 | +75.4% | 9,400 | +95.8% | 0.01% | +150.0% |
| Q3 2018 | $418,000 | +5125.0% | 4,800 | +4700.0% | 0.00% | – |
| Q2 2017 | $8,000 | -79.5% | 100 | -80.0% | 0.00% | – |
| Q1 2017 | $39,000 | +2.6% | 500 | 0.0% | 0.00% | – |
| Q4 2016 | $38,000 | +442.9% | 500 | +400.0% | 0.00% | – |
| Q3 2016 | $7,000 | -96.8% | 100 | -96.8% | 0.00% | -100.0% |
| Q2 2016 | $221,000 | -52.5% | 3,100 | -53.7% | 0.00% | -75.0% |
| Q1 2016 | $465,000 | +594.0% | 6,700 | +570.0% | 0.00% | +300.0% |
| Q4 2015 | $67,000 | +168.0% | 1,000 | +150.0% | 0.00% | – |
| Q3 2015 | $25,000 | -26.5% | 400 | -20.3% | 0.00% | – |
| Q1 2015 | $34,000 | -67.0% | 502 | -66.5% | 0.00% | -100.0% |
| Q4 2014 | $103,000 | +4.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $99,000 | +12.5% | 1,500 | +13.0% | 0.00% | 0.0% |
| Q2 2014 | $88,000 | – | 1,327 | – | 0.00% | – |
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% |