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 | $4,408,248 | -13.4% | 42,666 | -11.1% | 0.12% | +4.4% |
| Q2 2023 | $5,090,720 | -0.2% | 47,994 | -0.7% | 0.11% | -16.2% |
| Q1 2023 | $5,100,891 | +4.9% | 48,350 | +7.6% | 0.14% | 0.0% |
| Q4 2022 | $4,860,973 | +36.1% | 44,921 | +19.4% | 0.14% | +25.9% |
| Q3 2022 | $3,571,000 | +24.8% | 37,631 | +33.8% | 0.11% | -10.0% |
| Q2 2022 | $2,862,000 | -54.9% | 28,135 | -50.2% | 0.12% | -42.3% |
| Q1 2022 | $6,347,000 | +0.2% | 56,533 | +0.1% | 0.21% | +14.3% |
| Q4 2021 | $6,334,000 | +9.6% | 56,486 | +1.0% | 0.18% | -1.1% |
| Q3 2021 | $5,779,000 | -3.2% | 55,916 | -1.9% | 0.18% | -5.2% |
| Q2 2021 | $5,971,000 | +3.1% | 56,996 | -0.6% | 0.19% | -5.4% |
| Q1 2021 | $5,792,000 | +349.7% | 57,320 | +307.3% | 0.20% | +197.1% |
| Q4 2020 | $1,288,000 | +0.7% | 14,072 | -11.2% | 0.07% | +1.5% |
| Q3 2020 | $1,279,000 | +0.6% | 15,841 | -1.8% | 0.07% | -20.0% |
| Q2 2020 | $1,271,000 | +8.1% | 16,130 | -2.9% | 0.08% | -15.0% |
| Q1 2020 | $1,176,000 | -1.9% | 16,610 | +29.9% | 0.10% | -2.0% |
| Q4 2019 | $1,199,000 | -8.1% | 12,791 | -12.9% | 0.10% | -20.3% |
| Q3 2019 | $1,304,000 | +11.4% | 14,692 | +9.7% | 0.13% | 0.0% |
| Q2 2019 | $1,171,000 | -3.7% | 13,396 | -5.6% | 0.13% | -15.8% |
| Q1 2019 | $1,216,000 | +17.3% | 14,189 | +6.7% | 0.15% | +2.7% |
| Q4 2018 | $1,037,000 | +15.9% | 13,293 | +29.4% | 0.15% | +38.3% |
| Q3 2018 | $895,000 | +8.0% | 10,274 | +3.0% | 0.11% | -2.7% |
| Q2 2018 | $829,000 | +9.1% | 9,979 | +8.3% | 0.11% | +3.8% |
| Q1 2018 | $760,000 | -7.2% | 9,211 | -3.6% | 0.11% | -4.5% |
| Q4 2017 | $819,000 | -50.3% | 9,558 | -53.8% | 0.11% | -59.5% |
| Q3 2017 | $1,649,000 | +103.1% | 20,706 | +99.4% | 0.27% | +86.4% |
| Q2 2017 | $812,000 | +4.9% | 10,384 | +4.2% | 0.15% | -4.5% |
| Q1 2017 | $774,000 | +27.9% | 9,961 | +24.9% | 0.15% | +25.2% |
| Q4 2016 | $605,000 | -23.8% | 7,976 | -27.5% | 0.12% | -21.2% |
| Q3 2016 | $794,000 | -17.5% | 11,005 | -18.2% | 0.16% | -19.2% |
| Q2 2016 | $962,000 | +30.4% | 13,450 | +25.7% | 0.19% | +12.9% |
| Q1 2016 | $738,000 | -15.5% | 10,696 | -18.1% | 0.17% | -3.4% |
| Q4 2015 | $873,000 | +10.6% | 13,064 | +3.8% | 0.18% | -6.8% |
| Q3 2015 | $789,000 | +51.7% | 12,584 | +63.2% | 0.19% | +47.3% |
| Q2 2015 | $520,000 | -20.2% | 7,709 | -19.2% | 0.13% | -18.9% |
| Q1 2015 | $652,000 | -89.8% | 9,546 | -28.9% | 0.16% | +16.9% |
| Q4 2014 | $6,361,000 | +1345.7% | 13,430 | +102.4% | 0.14% | +103.0% |
| Q3 2014 | $440,000 | -99.8% | 6,634 | +96.9% | 0.07% | +28.8% |
| Q2 2014 | $223,486,000 | +195940.4% | 3,370 | +86.3% | 0.05% | +52.9% |
| Q1 2014 | $114,000 | – | 1,809 | – | 0.03% | – |
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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% |