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 | $7,262,131 | -0.3% | 70,288 | +2.4% | 0.28% | -3.1% |
| Q2 2023 | $7,282,667 | +10.9% | 68,659 | +10.3% | 0.29% | +2.8% |
| Q1 2023 | $6,567,559 | +3.7% | 62,252 | +6.3% | 0.28% | -4.4% |
| Q4 2022 | $6,335,882 | +23.8% | 58,552 | +8.5% | 0.30% | +11.2% |
| Q3 2022 | $5,119,000 | -6.7% | 53,953 | +0.0% | 0.27% | -6.9% |
| Q2 2022 | $5,487,000 | -4.9% | 53,948 | +4.9% | 0.29% | 0.0% |
| Q1 2022 | $5,772,000 | +3.9% | 51,422 | +3.8% | 0.29% | +4.0% |
| Q4 2021 | $5,555,000 | +21.9% | 49,547 | +12.4% | 0.28% | +6.5% |
| Q3 2021 | $4,557,000 | -1.2% | 44,088 | +0.1% | 0.26% | -6.8% |
| Q2 2021 | $4,613,000 | +25.3% | 44,027 | +20.9% | 0.28% | -5.4% |
| Q1 2021 | $3,682,000 | +4.5% | 36,420 | -5.5% | 0.30% | +9.7% |
| Q4 2020 | $3,525,000 | +4.6% | 38,525 | -7.5% | 0.27% | -6.6% |
| Q3 2020 | $3,370,000 | +3.5% | 41,638 | +0.7% | 0.29% | -5.3% |
| Q2 2020 | $3,257,000 | +6.7% | 41,337 | -4.2% | 0.30% | -9.0% |
| Q1 2020 | $3,052,000 | -36.0% | 43,132 | -15.3% | 0.33% | -36.3% |
| Q4 2019 | $4,771,000 | +8.0% | 50,917 | +2.2% | 0.52% | -2.1% |
| Q3 2019 | $4,419,000 | +18.9% | 49,802 | +17.1% | 0.54% | +10.5% |
| Q2 2019 | $3,716,000 | +30.5% | 42,525 | +28.0% | 0.48% | +16.9% |
| Q1 2019 | $2,847,000 | +24.0% | 33,231 | +12.9% | 0.41% | +6.2% |
| Q4 2018 | $2,296,000 | -22.2% | 29,441 | -13.2% | 0.39% | -25.4% |
| Q3 2018 | $2,953,000 | +7.8% | 33,905 | +2.8% | 0.52% | +1.9% |
| Q2 2018 | $2,740,000 | +0.5% | 32,991 | -0.2% | 0.51% | -4.8% |
| Q1 2018 | $2,727,000 | -9.8% | 33,055 | -6.4% | 0.54% | -16.8% |
| Q4 2017 | $3,024,000 | +2.7% | 35,316 | -2.8% | 0.65% | -4.7% |
| Q3 2017 | $2,945,000 | +14.8% | 36,326 | +10.7% | 0.68% | +9.0% |
| Q2 2017 | $2,565,000 | +6.9% | 32,822 | +6.2% | 0.62% | +4.3% |
| Q1 2017 | $2,400,000 | +25.9% | 30,912 | +22.9% | 0.60% | +27.8% |
| Q4 2016 | $1,906,000 | +38.9% | 25,155 | +32.2% | 0.47% | +30.7% |
| Q3 2016 | $1,372,000 | +30.5% | 19,025 | +29.3% | 0.36% | +29.7% |
| Q2 2016 | $1,051,000 | -3.8% | 14,712 | -7.0% | 0.28% | +4.5% |
| Q1 2016 | $1,092,000 | +8.4% | 15,812 | +4.8% | 0.26% | +7.8% |
| Q4 2015 | $1,007,000 | +7.8% | 15,088 | +1.2% | 0.24% | +11.4% |
| Q3 2015 | $934,000 | +39.8% | 14,913 | +50.3% | 0.22% | +41.9% |
| Q2 2015 | $668,000 | -2.5% | 9,925 | -1.0% | 0.16% | -5.5% |
| Q1 2015 | $685,000 | -7.6% | 10,025 | -7.0% | 0.16% | -9.4% |
| Q4 2014 | $741,000 | +2.2% | 10,785 | -1.2% | 0.18% | +3.4% |
| Q3 2014 | $725,000 | +0.3% | 10,915 | +0.1% | 0.18% | -2.2% |
| Q2 2014 | $723,000 | +7.4% | 10,908 | +2.3% | 0.18% | +1.1% |
| Q1 2014 | $673,000 | +10.7% | 10,659 | +9.3% | 0.18% | +2.9% |
| Q4 2013 | $608,000 | -11.2% | 9,753 | -18.2% | 0.17% | -19.6% |
| Q3 2013 | $685,000 | +10.1% | 11,918 | +8.0% | 0.21% | +3.4% |
| Q2 2013 | $622,000 | – | 11,036 | – | 0.21% | – |
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% |