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 | $28,031,956 | -62.0% | 271,312 | -61.0% | 0.01% | -62.5% |
| Q2 2023 | $73,748,138 | +237.3% | 695,278 | +235.5% | 0.02% | +220.0% |
| Q1 2023 | $21,862,449 | -22.7% | 207,227 | -20.7% | 0.01% | -28.6% |
| Q4 2022 | $28,264,452 | -44.3% | 261,200 | -51.2% | 0.01% | -41.7% |
| Q3 2022 | $50,754,000 | +138.9% | 534,919 | +156.1% | 0.01% | +140.0% |
| Q2 2022 | $21,245,000 | -8.5% | 208,900 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $23,206,000 | +22.5% | 206,726 | +22.3% | 0.01% | +25.0% |
| Q4 2021 | $18,949,000 | +47.5% | 169,021 | +36.0% | 0.00% | +100.0% |
| Q3 2021 | $12,846,000 | -8.5% | 124,300 | -7.2% | 0.00% | 0.0% |
| Q2 2021 | $14,033,000 | -6.5% | 133,940 | -9.7% | 0.00% | -50.0% |
| Q1 2021 | $15,002,000 | +8.4% | 148,400 | -1.9% | 0.00% | 0.0% |
| Q4 2020 | $13,838,000 | -3.1% | 151,221 | -14.3% | 0.00% | 0.0% |
| Q3 2020 | $14,277,000 | +71.2% | 176,416 | +66.7% | 0.00% | +33.3% |
| Q2 2020 | $8,338,000 | +46.2% | 105,825 | +31.3% | 0.00% | 0.0% |
| Q1 2020 | $5,703,000 | +185.7% | 80,600 | +278.4% | 0.00% | +200.0% |
| Q4 2019 | $1,996,000 | -72.2% | 21,300 | -76.9% | 0.00% | -75.0% |
| Q4 2018 | $7,189,000 | +246.3% | 92,174 | +286.7% | 0.00% | +300.0% |
| Q3 2018 | $2,076,000 | +184.8% | 23,838 | +169.8% | 0.00% | – |
| Q1 2018 | $729,000 | -72.5% | 8,834 | -71.5% | 0.00% | -100.0% |
| Q4 2017 | $2,653,000 | -29.6% | 30,986 | -35.7% | 0.00% | -33.3% |
| Q2 2017 | $3,766,000 | +660.8% | 48,182 | +655.8% | 0.00% | – |
| Q1 2017 | $495,000 | +62.3% | 6,375 | +50.7% | 0.00% | – |
| Q3 2016 | $305,000 | -64.9% | 4,231 | -67.7% | 0.00% | -100.0% |
| Q2 2014 | $868,000 | -24.9% | 13,090 | -28.5% | 0.00% | 0.0% |
| Q1 2014 | $1,156,000 | – | 18,313 | – | 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% |