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 2022 | $1,390,000 | -17.2% | 14,648 | -11.2% | 0.00% | 0.0% |
| Q2 2022 | $1,678,000 | -68.2% | 16,504 | -64.9% | 0.00% | -75.0% |
| Q1 2022 | $5,280,000 | -14.1% | 47,040 | -14.2% | 0.00% | 0.0% |
| Q4 2021 | $6,147,000 | +12.3% | 54,832 | +3.6% | 0.00% | +33.3% |
| Q3 2021 | $5,472,000 | -4.1% | 52,947 | -2.8% | 0.00% | 0.0% |
| Q2 2021 | $5,707,000 | -14.3% | 54,474 | -17.3% | 0.00% | -25.0% |
| Q1 2021 | $6,656,000 | -6.7% | 65,843 | -15.5% | 0.00% | -20.0% |
| Q4 2020 | $7,133,000 | +20.4% | 77,944 | +6.5% | 0.01% | +25.0% |
| Q3 2020 | $5,925,000 | +37.5% | 73,208 | +33.9% | 0.00% | +33.3% |
| Q2 2020 | $4,308,000 | +66.8% | 54,680 | +98.4% | 0.00% | +50.0% |
| Q4 2019 | $2,583,000 | – | 27,560 | – | 0.00% | – |
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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% |