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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $812,000 | +21.0% | 7,751 | +16.7% | 0.42% | +47.9% |
| Q1 2021 | $671,000 | +28.1% | 6,642 | +16.0% | 0.29% | +16.3% |
| Q4 2020 | $524,000 | +29.1% | 5,727 | +14.0% | 0.25% | +18.3% |
| Q3 2020 | $406,000 | -3.1% | 5,022 | -5.5% | 0.21% | -6.7% |
| Q2 2020 | $419,000 | +15.4% | 5,317 | +3.7% | 0.22% | -3.0% |
| Q1 2020 | $363,000 | -37.1% | 5,127 | -16.7% | 0.23% | -11.2% |
| Q4 2019 | $577,000 | +5.7% | 6,157 | 0.0% | 0.26% | +3.6% |
| Q3 2019 | $546,000 | +1.5% | 6,157 | 0.0% | 0.25% | +1.2% |
| Q2 2019 | $538,000 | +13.7% | 6,157 | +11.4% | 0.25% | +21.1% |
| Q1 2019 | $473,000 | +32.9% | 5,527 | +20.9% | 0.20% | +21.4% |
| Q4 2018 | $356,000 | +6.6% | 4,570 | +19.3% | 0.17% | +34.4% |
| Q3 2018 | $334,000 | +25.1% | 3,830 | +19.1% | 0.12% | +12.6% |
| Q2 2018 | $267,000 | -62.8% | 3,215 | -63.0% | 0.11% | -46.1% |
| Q1 2018 | $717,000 | -3.1% | 8,697 | +0.7% | 0.21% | -5.1% |
| Q4 2017 | $740,000 | +5.7% | 8,637 | +0.0% | 0.22% | -7.7% |
| Q3 2017 | $700,000 | +52.2% | 8,636 | +46.6% | 0.24% | +43.3% |
| Q2 2017 | $460,000 | – | 5,891 | – | 0.16% | – |
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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% |