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 | $866 | -99.9% | 8,381 | +0.2% | 0.11% | -5.2% |
| Q2 2023 | $887,508 | +0.6% | 8,367 | +0.0% | 0.12% | -13.5% |
| Q1 2023 | $882,594 | -3.4% | 8,365 | -0.9% | 0.13% | -9.5% |
| Q4 2022 | $913,240 | +6.9% | 8,439 | -6.3% | 0.15% | +101.4% |
| Q3 2022 | $854,000 | +5.6% | 9,010 | +13.2% | 0.07% | -42.5% |
| Q2 2022 | $809,000 | +71.8% | 7,959 | +89.6% | 0.13% | +74.0% |
| Q1 2022 | $471,000 | +0.2% | 4,198 | 0.0% | 0.07% | +305.6% |
| Q4 2021 | $470,000 | +6.3% | 4,198 | -1.8% | 0.02% | -73.1% |
| Q3 2021 | $442,000 | -37.2% | 4,275 | -36.4% | 0.07% | -37.4% |
| Q2 2021 | $704,000 | +13.7% | 6,721 | +9.8% | 0.11% | +9.2% |
| Q1 2021 | $619,000 | +3.2% | 6,120 | -6.7% | 0.10% | -2.0% |
| Q4 2020 | $600,000 | +12.4% | 6,562 | -0.6% | 0.10% | -1.0% |
| Q3 2020 | $534,000 | -1.1% | 6,603 | -3.6% | 0.10% | -4.7% |
| Q2 2020 | $540,000 | +24.4% | 6,851 | +11.7% | 0.11% | -5.4% |
| Q1 2020 | $434,000 | -80.9% | 6,132 | -74.8% | 0.11% | -75.1% |
| Q4 2019 | $2,278,000 | +5.2% | 24,306 | -0.4% | 0.45% | -3.4% |
| Q3 2019 | $2,165,000 | +3.1% | 24,405 | +1.6% | 0.46% | -7.7% |
| Q2 2019 | $2,099,000 | +3.3% | 24,022 | +1.3% | 0.50% | -11.4% |
| Q1 2019 | $2,032,000 | +11.0% | 23,721 | +1.1% | 0.57% | -16.8% |
| Q4 2018 | $1,831,000 | -10.0% | 23,472 | +0.5% | 0.68% | +7.5% |
| Q3 2018 | $2,034,000 | +0.2% | 23,354 | -4.4% | 0.64% | -11.0% |
| Q2 2018 | $2,029,000 | +2.7% | 24,426 | +2.0% | 0.72% | +20.8% |
| Q1 2018 | $1,975,000 | +11.1% | 23,939 | +15.3% | 0.59% | +10.7% |
| Q4 2017 | $1,778,000 | -62.8% | 20,769 | -64.8% | 0.54% | -54.0% |
| Q3 2017 | $4,784,000 | +15.1% | 59,011 | +10.9% | 1.16% | +7.9% |
| Q2 2017 | $4,158,000 | +7.4% | 53,196 | +6.6% | 1.08% | -0.3% |
| Q1 2017 | $3,873,000 | +11.2% | 49,882 | +8.5% | 1.08% | +2.3% |
| Q4 2016 | $3,482,000 | +6.3% | 45,961 | +1.2% | 1.06% | +11.1% |
| Q3 2016 | $3,276,000 | +8.2% | 45,415 | +7.1% | 0.95% | +186.4% |
| Q2 2016 | $3,029,000 | +12.5% | 42,393 | +8.7% | 0.33% | -67.5% |
| Q1 2016 | $2,692,000 | +10.0% | 38,991 | +6.4% | 1.02% | +10.1% |
| Q4 2015 | $2,447,000 | +7.7% | 36,653 | +1.0% | 0.93% | -2.1% |
| Q3 2015 | $2,273,000 | -9.5% | 36,284 | -2.8% | 0.95% | +38.7% |
| Q2 2015 | $2,512,000 | +6.1% | 37,312 | +7.6% | 0.68% | -24.3% |
| Q1 2015 | $2,368,000 | +1.8% | 34,672 | +2.5% | 0.90% | -6.0% |
| Q4 2014 | $2,325,000 | +15.2% | 33,821 | +11.2% | 0.96% | +8.2% |
| Q3 2014 | $2,019,000 | +5.5% | 30,409 | +5.4% | 0.89% | +2.8% |
| Q2 2014 | $1,913,000 | +19.9% | 28,844 | +14.1% | 0.86% | +10.1% |
| Q1 2014 | $1,595,000 | +16.1% | 25,274 | +14.6% | 0.78% | +1.6% |
| Q4 2013 | $1,374,000 | +27.6% | 22,046 | +18.4% | 0.77% | +18.7% |
| Q3 2013 | $1,077,000 | +5568.4% | 18,616 | +5424.0% | 0.65% | +5818.2% |
| Q2 2013 | $19,000 | – | 337 | – | 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% |