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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,330,000 | -1.5% | 29,668 | -1.6% | 0.29% | +5.1% |
| Q4 2021 | $3,380,000 | -3.4% | 30,147 | -11.0% | 0.28% | -11.3% |
| Q3 2021 | $3,500,000 | -1.6% | 33,865 | -0.2% | 0.31% | -3.7% |
| Q2 2021 | $3,557,000 | +3.5% | 33,949 | -0.1% | 0.32% | -4.4% |
| Q1 2021 | $3,437,000 | -14.8% | 33,998 | -22.8% | 0.34% | -21.4% |
| Q4 2020 | $4,032,000 | +11.6% | 44,058 | -1.3% | 0.43% | -4.7% |
| Q3 2020 | $3,614,000 | +1.1% | 44,655 | -1.5% | 0.45% | -12.9% |
| Q2 2020 | $3,573,000 | +2.4% | 45,358 | -8.0% | 0.52% | -15.8% |
| Q1 2020 | $3,489,000 | -40.5% | 49,312 | -21.2% | 0.62% | -28.9% |
| Q4 2019 | $5,864,000 | +7.1% | 62,580 | +1.5% | 0.86% | -6.6% |
| Q3 2019 | $5,473,000 | +1.7% | 61,680 | +0.2% | 0.93% | -5.7% |
| Q2 2019 | $5,379,000 | +1.9% | 61,553 | -0.1% | 0.98% | -6.4% |
| Q1 2019 | $5,278,000 | +4.6% | 61,620 | -4.7% | 1.05% | -6.8% |
| Q4 2018 | $5,045,000 | -16.3% | 64,691 | -6.5% | 1.12% | +0.2% |
| Q3 2018 | $6,027,000 | +4.3% | 69,201 | -0.6% | 1.12% | -1.4% |
| Q2 2018 | $5,780,000 | -18.9% | 69,592 | -19.5% | 1.14% | -20.8% |
| Q1 2018 | $7,127,000 | -8.4% | 86,404 | -4.9% | 1.44% | -12.0% |
| Q4 2017 | $7,779,000 | +3.8% | 90,848 | -1.7% | 1.64% | -2.2% |
| Q3 2017 | $7,494,000 | +6.5% | 92,436 | +2.6% | 1.67% | +2.1% |
| Q2 2017 | $7,039,000 | -16.1% | 90,057 | -16.6% | 1.64% | -16.7% |
| Q1 2017 | $8,389,000 | +15.3% | 108,042 | +12.5% | 1.97% | +9.5% |
| Q4 2016 | $7,277,000 | +1506.4% | 96,040 | +1428.8% | 1.80% | +1396.7% |
| Q3 2016 | $453,000 | +806.0% | 6,282 | +797.4% | 0.12% | +823.1% |
| Q2 2016 | $50,000 | – | 700 | – | 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% |