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 | $1,986,572 | -1.4% | 19,227 | +1.3% | 0.14% | +6.1% |
| Q2 2023 | $2,014,118 | -41.1% | 18,989 | -41.4% | 0.13% | -29.8% |
| Q1 2023 | $3,418,510 | -1.9% | 32,403 | +0.7% | 0.19% | -17.2% |
| Q4 2022 | $3,483,312 | +19.9% | 32,190 | +5.1% | 0.23% | +8.1% |
| Q3 2022 | $2,906,000 | -7.9% | 30,632 | -1.3% | 0.21% | -5.8% |
| Q2 2022 | $3,155,000 | -10.6% | 31,027 | -1.3% | 0.22% | +3.2% |
| Q1 2022 | $3,530,000 | -1.3% | 31,448 | -1.4% | 0.22% | -3.1% |
| Q4 2021 | $3,577,000 | +87.2% | 31,905 | +72.6% | 0.22% | +52.7% |
| Q3 2021 | $1,911,000 | +9.8% | 18,486 | +11.2% | 0.15% | +9.0% |
| Q2 2021 | $1,741,000 | +44.0% | 16,620 | +39.0% | 0.13% | +30.1% |
| Q1 2021 | $1,209,000 | +52.7% | 11,957 | +38.1% | 0.10% | +37.3% |
| Q4 2020 | $792,000 | +74.1% | 8,657 | +65.6% | 0.08% | -47.2% |
| Q3 2018 | $455,000 | +4.8% | 5,227 | 0.0% | 0.14% | +3.6% |
| Q2 2018 | $434,000 | – | 5,227 | – | 0.14% | – |
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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% |