VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185 | -17.8% | 1,789 | -15.5% | 0.04% | -19.1% |
| Q2 2023 | $225 | -0.4% | 2,118 | -1.2% | 0.05% | -6.0% |
| Q1 2023 | $226 | -2.6% | 2,143 | +0.1% | 0.05% | 0.0% |
| Q4 2022 | $232 | -99.9% | 2,140 | +17.3% | 0.05% | +11.1% |
| Q3 2022 | $173,000 | -6.5% | 1,825 | +0.2% | 0.04% | 0.0% |
| Q2 2022 | $185,000 | -8.0% | 1,822 | +1.7% | 0.04% | +4.7% |
| Q1 2022 | $201,000 | 0.0% | 1,791 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $201,000 | +123.3% | 1,789 | +105.2% | 0.04% | +104.8% |
| Q3 2021 | $90,000 | +16.9% | 872 | -8.8% | 0.02% | -8.7% |
| Q2 2021 | $77,000 | -20.6% | 956 | -0.7% | 0.02% | +4.5% |
| Q1 2021 | $97,000 | +10.2% | 963 | +0.3% | 0.02% | 0.0% |
| Q4 2020 | $88,000 | +14.3% | 960 | +0.4% | 0.02% | -4.3% |
| Q3 2020 | $77,000 | -45.8% | 956 | -46.9% | 0.02% | -48.9% |
| Q2 2020 | $142,000 | +10.9% | 1,802 | -0.4% | 0.04% | +2.3% |
| Q1 2020 | $128,000 | +14.3% | 1,809 | +51.6% | 0.04% | +37.5% |
| Q4 2019 | $112,000 | +31.8% | 1,193 | +24.8% | 0.03% | +23.1% |
| Q3 2019 | $85,000 | -15.8% | 956 | -17.6% | 0.03% | -18.8% |
| Q2 2019 | $101,000 | +24.7% | 1,160 | +22.1% | 0.03% | +18.5% |
| Q1 2019 | $81,000 | +47.3% | 950 | +33.8% | 0.03% | +35.0% |
| Q4 2018 | $55,000 | -8.3% | 710 | +2.6% | 0.02% | +5.3% |
| Q3 2018 | $60,000 | +5.3% | 692 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $57,000 | 0.0% | 692 | +0.9% | 0.02% | +5.6% |
| Q1 2018 | $57,000 | +7.5% | 686 | +11.4% | 0.02% | 0.0% |
| Q4 2017 | $53,000 | +6.0% | 616 | +0.3% | 0.02% | +5.9% |
| Q3 2017 | $50,000 | +4.2% | 614 | +0.3% | 0.02% | -5.6% |
| Q2 2017 | $48,000 | +2.1% | 612 | +0.3% | 0.02% | -5.3% |
| Q1 2017 | $47,000 | -99.7% | 610 | +179.8% | 0.02% | +171.4% |
| Q4 2016 | $16,502,000 | +103037.5% | 218 | +0.9% | 0.01% | 0.0% |
| Q3 2016 | $16,000 | +6.7% | 216 | +0.9% | 0.01% | 0.0% |
| Q2 2016 | $15,000 | 0.0% | 214 | +0.5% | 0.01% | 0.0% |
| Q1 2016 | $15,000 | -63.4% | 213 | -65.1% | 0.01% | -63.2% |
| Q4 2015 | $41,000 | +7.9% | 611 | +0.3% | 0.02% | +5.6% |
| Q3 2015 | $38,000 | -7.3% | 609 | +0.5% | 0.02% | +5.9% |
| Q2 2015 | $41,000 | 0.0% | 606 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $41,000 | -2.4% | 606 | +0.3% | 0.02% | -5.6% |
| Q4 2014 | $42,000 | +5.0% | 604 | +0.2% | 0.02% | 0.0% |
| Q3 2014 | $40,000 | 0.0% | 603 | +0.3% | 0.02% | 0.0% |
| Q2 2014 | $40,000 | +5.3% | 601 | +0.2% | 0.02% | 0.0% |
| Q1 2014 | $38,000 | +2.7% | 600 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $37,000 | +117.6% | 600 | +100.0% | 0.02% | +100.0% |
| Q3 2013 | $17,000 | -39.3% | 300 | -40.0% | 0.01% | -40.0% |
| Q2 2013 | $28,000 | – | 500 | – | 0.02% | – |
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% |