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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,371,399 | +0.6% | 135,490 | +0.0% | 2.17% | -5.4% |
| Q1 2023 | $14,292,334 | -2.9% | 135,472 | -0.4% | 2.29% | -6.1% |
| Q4 2022 | $14,718,765 | +15.1% | 136,020 | +0.9% | 2.44% | +9.4% |
| Q3 2022 | $12,793,000 | -6.2% | 134,834 | +11.0% | 2.23% | +14.3% |
| Q1 2022 | $13,641,000 | +6.1% | 121,525 | +6.0% | 1.96% | +12.5% |
| Q4 2021 | $12,859,000 | +14.2% | 114,696 | +5.3% | 1.74% | +6.3% |
| Q3 2021 | $11,258,000 | -2.3% | 108,931 | -0.9% | 1.64% | -1.5% |
| Q2 2021 | $11,521,000 | +2.8% | 109,964 | -0.8% | 1.66% | -5.5% |
| Q1 2021 | $11,204,000 | +15.0% | 110,837 | +4.1% | 1.76% | -2.6% |
| Q4 2020 | $9,742,000 | +11.5% | 106,458 | -1.4% | 1.80% | -6.4% |
| Q3 2020 | $8,736,000 | +1.5% | 107,942 | -1.2% | 1.93% | -2.7% |
| Q2 2020 | $8,609,000 | +21.3% | 109,278 | +8.9% | 1.98% | +1.9% |
| Q1 2020 | $7,097,000 | -24.5% | 100,313 | +0.0% | 1.94% | -4.2% |
| Q4 2019 | $9,397,000 | +6.1% | 100,273 | +0.5% | 2.03% | -1.9% |
| Q3 2019 | $8,855,000 | -0.0% | 99,800 | -1.6% | 2.07% | +25.1% |
| Q2 2019 | $8,859,000 | +1.6% | 101,379 | -0.4% | 1.65% | +11.5% |
| Q1 2019 | $8,716,000 | +9.5% | 101,746 | -0.4% | 1.48% | -2.8% |
| Q4 2018 | $7,963,000 | -11.4% | 102,106 | -1.0% | 1.53% | +4.2% |
| Q3 2018 | $8,985,000 | +13.4% | 103,172 | +8.1% | 1.46% | +3.5% |
| Q2 2018 | $7,924,000 | +1.0% | 95,413 | +0.3% | 1.42% | -7.6% |
| Q1 2018 | $7,846,000 | +5.8% | 95,110 | +9.8% | 1.53% | +23.7% |
| Q4 2017 | $7,417,000 | +15.7% | 86,610 | +9.5% | 1.24% | +8.5% |
| Q3 2017 | $6,413,000 | +7.3% | 79,108 | +3.5% | 1.14% | +6.5% |
| Q2 2017 | $5,975,000 | -40.6% | 76,446 | -41.0% | 1.07% | -39.9% |
| Q1 2017 | $10,060,000 | -3.5% | 129,556 | -5.8% | 1.78% | -27.2% |
| Q4 2016 | $10,424,000 | +98.2% | 137,578 | +88.7% | 2.45% | +73.4% |
| Q3 2016 | $5,260,000 | +45.3% | 72,915 | +43.9% | 1.41% | +38.3% |
| Q2 2016 | $3,620,000 | +29.7% | 50,656 | +25.3% | 1.02% | +2.3% |
| Q1 2016 | $2,791,000 | +48.7% | 40,429 | +43.8% | 1.00% | +32.7% |
| Q4 2015 | $1,877,000 | +2057.5% | 28,118 | +2088.2% | 0.75% | +2325.8% |
| Q2 2015 | $87,000 | -57.6% | 1,285 | -57.2% | 0.03% | -60.8% |
| Q1 2015 | $205,000 | – | 3,000 | – | 0.08% | – |
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% |