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 | $3,061,412 | -1.6% | 29,630 | +1.0% | 1.09% | +1.8% |
| Q2 2023 | $3,111,259 | +0.2% | 29,332 | -0.4% | 1.07% | -3.7% |
| Q1 2023 | $3,105,627 | -3.0% | 29,437 | -0.5% | 1.11% | -5.4% |
| Q4 2022 | $3,202,751 | +15.3% | 29,598 | +1.1% | 1.17% | +3.4% |
| Q3 2022 | $2,777,000 | -3.4% | 29,270 | +3.6% | 1.14% | +1.3% |
| Q2 2022 | $2,875,000 | -10.8% | 28,265 | -1.6% | 1.12% | +3.8% |
| Q1 2022 | $3,223,000 | -0.1% | 28,712 | -0.2% | 1.08% | +6.8% |
| Q4 2021 | $3,227,000 | +9.2% | 28,780 | +0.6% | 1.01% | +0.7% |
| Q3 2021 | $2,956,000 | -0.1% | 28,604 | +1.2% | 1.00% | +0.2% |
| Q2 2021 | $2,960,000 | +0.3% | 28,254 | -3.2% | 1.00% | -6.2% |
| Q1 2021 | $2,951,000 | +7.6% | 29,189 | -2.6% | 1.07% | -1.7% |
| Q4 2020 | $2,743,000 | +13.6% | 29,974 | +0.5% | 1.09% | -0.5% |
| Q3 2020 | $2,414,000 | +2.5% | 29,830 | -0.2% | 1.09% | -3.1% |
| Q2 2020 | $2,354,000 | -1.1% | 29,882 | -11.2% | 1.13% | -17.9% |
| Q1 2020 | $2,380,000 | -22.7% | 33,643 | +2.5% | 1.37% | +2.9% |
| Q4 2019 | $3,077,000 | +5.3% | 32,831 | -0.3% | 1.33% | -6.7% |
| Q3 2019 | $2,922,000 | -0.1% | 32,933 | -0.7% | 1.43% | -3.8% |
| Q2 2019 | $2,924,000 | +3.6% | 33,171 | +0.7% | 1.48% | +0.4% |
| Q1 2019 | $2,823,000 | +11.1% | 32,953 | +1.2% | 1.48% | -1.4% |
| Q4 2018 | $2,540,000 | -13.0% | 32,568 | -2.8% | 1.50% | -3.2% |
| Q3 2018 | $2,919,000 | +2.2% | 33,516 | -2.5% | 1.55% | -2.8% |
| Q2 2018 | $2,855,000 | 0.0% | 34,374 | -0.7% | 1.60% | -2.7% |
| Q1 2018 | $2,855,000 | -0.5% | 34,611 | +3.3% | 1.64% | +0.1% |
| Q4 2017 | $2,868,000 | +9.9% | 33,495 | +4.1% | 1.64% | +5.5% |
| Q3 2017 | $2,609,000 | +2.4% | 32,185 | -1.2% | 1.55% | -7.8% |
| Q2 2017 | $2,547,000 | +6.1% | 32,585 | +5.4% | 1.68% | +9.9% |
| Q1 2017 | $2,401,000 | +5.5% | 30,925 | +3.0% | 1.53% | +0.8% |
| Q4 2016 | $2,275,000 | +10.0% | 30,025 | +4.7% | 1.52% | +6.2% |
| Q3 2016 | $2,069,000 | +6.3% | 28,685 | +5.3% | 1.43% | -1.5% |
| Q2 2016 | $1,947,000 | +13.7% | 27,245 | +9.9% | 1.45% | +30.1% |
| Q1 2016 | $1,712,000 | +17.3% | 24,790 | +13.3% | 1.12% | +14.2% |
| Q4 2015 | $1,460,000 | +20.3% | 21,872 | +12.8% | 0.98% | +6.5% |
| Q3 2015 | $1,214,000 | -7.2% | 19,382 | -0.2% | 0.92% | -0.6% |
| Q2 2015 | $1,308,000 | +2.3% | 19,425 | +3.7% | 0.92% | +4.3% |
| Q1 2015 | $1,279,000 | +26.9% | 18,730 | +27.7% | 0.89% | +23.6% |
| Q4 2014 | $1,008,000 | +20.7% | 14,665 | +16.6% | 0.72% | +11.7% |
| Q3 2014 | $835,000 | – | 12,580 | – | 0.64% | – |
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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% |