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 | $76,708,520 | -8.0% | 742,436 | -5.6% | 0.22% | -49.4% |
| Q2 2023 | $83,413,858 | -28.5% | 786,404 | -28.9% | 0.43% | +75.3% |
| Q1 2023 | $116,638,585 | -8.4% | 1,105,579 | -6.0% | 0.25% | -13.0% |
| Q4 2022 | $127,297,378 | +31.7% | 1,176,392 | +15.5% | 0.28% | +12.3% |
| Q3 2022 | $96,667,000 | -2.2% | 1,018,834 | +4.9% | 0.25% | 0.0% |
| Q2 2022 | $98,817,000 | -3.0% | 971,648 | +7.1% | 0.25% | +14.5% |
| Q1 2022 | $101,856,000 | +30.3% | 907,406 | +30.2% | 0.22% | +31.5% |
| Q4 2021 | $78,145,000 | +8.6% | 697,037 | +0.1% | 0.17% | -4.5% |
| Q3 2021 | $71,961,000 | +9.9% | 696,281 | +11.4% | 0.18% | +4.1% |
| Q2 2021 | $65,468,000 | +38.8% | 624,872 | +33.9% | 0.17% | +10.5% |
| Q1 2021 | $47,170,000 | +12.8% | 466,616 | +2.1% | 0.15% | +12.5% |
| Q4 2020 | $41,812,000 | +17.0% | 456,917 | +3.4% | 0.14% | -2.2% |
| Q3 2020 | $35,752,000 | +3.5% | 441,761 | +0.7% | 0.14% | -12.0% |
| Q2 2020 | $34,543,000 | +21.5% | 438,476 | +9.2% | 0.16% | -1.9% |
| Q1 2020 | $28,419,000 | -28.8% | 401,685 | -5.7% | 0.16% | -11.0% |
| Q4 2019 | $39,928,000 | +15.4% | 426,077 | +9.3% | 0.18% | +0.6% |
| Q3 2019 | $34,596,000 | +24.6% | 389,906 | +22.7% | 0.18% | +18.4% |
| Q2 2019 | $27,772,000 | -2.4% | 317,830 | -4.4% | 0.15% | +2.7% |
| Q1 2019 | $28,468,000 | +11.6% | 332,336 | +1.6% | 0.15% | -4.5% |
| Q4 2018 | $25,503,000 | -5.0% | 327,009 | +6.1% | 0.16% | +18.3% |
| Q3 2018 | $26,842,000 | +3.1% | 308,210 | -1.7% | 0.13% | -10.3% |
| Q2 2018 | $26,047,000 | -14.8% | 313,631 | -15.4% | 0.15% | -29.5% |
| Q1 2018 | $30,569,000 | -4.7% | 370,573 | -1.1% | 0.21% | -1.9% |
| Q4 2017 | $32,093,000 | +6.7% | 374,788 | +1.1% | 0.21% | -2.3% |
| Q3 2017 | $30,066,000 | +11.3% | 370,861 | +7.3% | 0.22% | +5.4% |
| Q2 2017 | $27,012,000 | +5.3% | 345,599 | +4.6% | 0.20% | +3.0% |
| Q1 2017 | $25,657,000 | +69.3% | 330,421 | +65.2% | 0.20% | +50.8% |
| Q4 2016 | $15,151,000 | +33.6% | 199,965 | +27.2% | 0.13% | +24.5% |
| Q3 2016 | $11,342,000 | +14.3% | 157,223 | +13.2% | 0.11% | +10.4% |
| Q2 2016 | $9,923,000 | -4.4% | 138,852 | -7.6% | 0.10% | -3.0% |
| Q1 2016 | $10,378,000 | +75.0% | 150,318 | +69.2% | 0.10% | +62.3% |
| Q4 2015 | $5,931,000 | +53.3% | 88,842 | +43.9% | 0.06% | +24.5% |
| Q3 2015 | $3,868,000 | -1.4% | 61,736 | +6.0% | 0.05% | +8.9% |
| Q2 2015 | $3,921,000 | +5.4% | 58,248 | +6.9% | 0.04% | +7.1% |
| Q1 2015 | $3,721,000 | +57.9% | 54,481 | +59.0% | 0.04% | +50.0% |
| Q4 2014 | $2,356,000 | +4.9% | 34,262 | +1.3% | 0.03% | -3.4% |
| Q3 2014 | $2,245,000 | +77.6% | 33,811 | +77.3% | 0.03% | +38.1% |
| Q2 2014 | $1,264,000 | -1.9% | 19,065 | -6.6% | 0.02% | -12.5% |
| Q1 2014 | $1,289,000 | +52.7% | 20,411 | +50.7% | 0.02% | +41.2% |
| Q4 2013 | $844,000 | +190.0% | 13,544 | +167.3% | 0.02% | +142.9% |
| Q3 2013 | $291,000 | +37.3% | 5,067 | +34.5% | 0.01% | +40.0% |
| Q2 2013 | $212,000 | – | 3,767 | – | 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% |