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 | $4,717,185 | -19.0% | 45,656 | -16.9% | 0.18% | -15.3% |
| Q2 2023 | $5,825,541 | -17.2% | 54,921 | -17.6% | 0.21% | -10.7% |
| Q1 2023 | $7,033,352 | -7.3% | 66,666 | -4.9% | 0.23% | -13.7% |
| Q4 2022 | $7,586,141 | +4.4% | 70,105 | -8.4% | 0.27% | -2.2% |
| Q3 2022 | $7,264,000 | +2.6% | 76,564 | +9.9% | 0.28% | +12.6% |
| Q2 2022 | $7,083,000 | -6.4% | 69,645 | +3.3% | 0.25% | +8.4% |
| Q1 2022 | $7,571,000 | +27.3% | 67,445 | +27.1% | 0.23% | +36.7% |
| Q4 2021 | $5,949,000 | +12.1% | 53,060 | +3.3% | 0.17% | +3.8% |
| Q3 2021 | $5,309,000 | -5.0% | 51,370 | -3.7% | 0.16% | -4.2% |
| Q2 2021 | $5,588,000 | +4.5% | 53,332 | +0.9% | 0.17% | -2.3% |
| Q1 2021 | $5,345,000 | +7.3% | 52,873 | -2.8% | 0.17% | +1.2% |
| Q4 2020 | $4,980,000 | +14.3% | 54,423 | +1.1% | 0.17% | -1.7% |
| Q3 2020 | $4,358,000 | -5.8% | 53,846 | -8.3% | 0.17% | -15.3% |
| Q2 2020 | $4,624,000 | +26.3% | 58,696 | +13.4% | 0.20% | -6.5% |
| Q1 2020 | $3,662,000 | -21.3% | 51,764 | +4.3% | 0.22% | +10.7% |
| Q4 2019 | $4,653,000 | +9.5% | 49,650 | +3.7% | 0.20% | -3.9% |
| Q3 2019 | $4,250,000 | +1.8% | 47,895 | +0.2% | 0.20% | -5.1% |
| Q2 2019 | $4,175,000 | +3.9% | 47,778 | +1.9% | 0.22% | -5.7% |
| Q1 2019 | $4,017,000 | +23.4% | 46,896 | +12.4% | 0.23% | -3.8% |
| Q4 2018 | $3,254,000 | -4.2% | 41,721 | +6.9% | 0.24% | +18.5% |
| Q3 2018 | $3,398,000 | -6.7% | 39,011 | -11.0% | 0.20% | -18.0% |
| Q2 2018 | $3,641,000 | -5.3% | 43,841 | -5.9% | 0.24% | -13.2% |
| Q1 2018 | $3,843,000 | -6.1% | 46,592 | -2.5% | 0.28% | -10.8% |
| Q4 2017 | $4,093,000 | +12.1% | 47,800 | +6.1% | 0.32% | +4.7% |
| Q3 2017 | $3,651,000 | +3.8% | 45,031 | +0.0% | 0.30% | -9.1% |
| Q2 2017 | $3,518,000 | -2.0% | 45,013 | -2.6% | 0.33% | -4.9% |
| Q1 2017 | $3,589,000 | +2.0% | 46,225 | -0.4% | 0.35% | -9.6% |
| Q4 2016 | $3,518,000 | +4.5% | 46,428 | -0.5% | 0.38% | -3.5% |
| Q3 2016 | $3,367,000 | +1.5% | 46,671 | +0.5% | 0.40% | -7.9% |
| Q2 2016 | $3,318,000 | +5.7% | 46,438 | +2.1% | 0.43% | +0.9% |
| Q1 2016 | $3,139,000 | +10.2% | 45,467 | +6.5% | 0.43% | +7.5% |
| Q4 2015 | $2,849,000 | +29.9% | 42,682 | +21.9% | 0.40% | +14.7% |
| Q3 2015 | $2,194,000 | -31.2% | 35,015 | -26.1% | 0.35% | -20.9% |
| Q2 2015 | $3,190,000 | +3.2% | 47,384 | +4.7% | 0.44% | +7.3% |
| Q1 2015 | $3,092,000 | +15.0% | 45,269 | +15.7% | 0.41% | +15.5% |
| Q4 2014 | $2,689,000 | – | 39,111 | – | 0.36% | – |
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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% |