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 | $2,891,327 | -4.1% | 27,933 | -1.5% | 0.11% | -2.6% |
| Q2 2023 | $3,014,740 | +3.4% | 28,363 | +2.9% | 0.12% | -4.2% |
| Q1 2023 | $2,915,624 | -5.1% | 27,571 | -2.9% | 0.12% | -22.1% |
| Q4 2022 | $3,073,258 | +16.8% | 28,400 | +2.6% | 0.15% | +12.4% |
| Q3 2022 | $2,632,000 | +13.7% | 27,685 | +22.0% | 0.14% | +16.1% |
| Q2 2022 | $2,314,000 | -17.5% | 22,697 | -8.9% | 0.12% | +0.9% |
| Q1 2022 | $2,804,000 | +20.8% | 24,924 | +20.6% | 0.12% | +17.0% |
| Q4 2021 | $2,322,000 | +10.7% | 20,660 | +2.0% | 0.10% | -3.8% |
| Q3 2021 | $2,097,000 | -3.5% | 20,246 | -2.2% | 0.10% | -4.6% |
| Q2 2021 | $2,174,000 | +9.6% | 20,699 | +5.8% | 0.11% | -7.6% |
| Q1 2021 | $1,983,000 | +17.6% | 19,570 | +6.5% | 0.12% | +1.7% |
| Q4 2020 | $1,686,000 | +2806.9% | 18,370 | +2458.5% | 0.12% | +427.3% |
| Q3 2020 | $58,000 | -96.1% | 718 | -96.2% | 0.02% | -83.3% |
| Q2 2020 | $1,492,000 | +7.0% | 18,944 | -3.8% | 0.13% | -10.8% |
| Q1 2020 | $1,394,000 | -60.7% | 19,699 | -47.9% | 0.15% | -45.8% |
| Q4 2019 | $3,545,000 | +94.0% | 37,834 | +83.7% | 0.27% | +45.2% |
| Q3 2019 | $1,827,000 | -4.5% | 20,594 | -6.0% | 0.19% | -12.6% |
| Q2 2019 | $1,914,000 | +18.2% | 21,898 | +5.5% | 0.22% | -34.3% |
| Q4 2018 | $1,619,000 | -3.3% | 20,753 | +3.1% | 0.33% | +4.8% |
| Q3 2018 | $1,675,000 | +3.3% | 20,120 | +3.1% | 0.31% | +41.8% |
| Q2 2018 | $1,621,000 | +9.0% | 19,520 | +8.3% | 0.22% | +5.8% |
| Q1 2018 | $1,487,000 | +5.0% | 18,019 | +9.0% | 0.21% | -3.7% |
| Q4 2017 | $1,416,000 | +89.3% | 16,530 | +79.3% | 0.22% | +89.5% |
| Q3 2017 | $748,000 | -1.2% | 9,218 | -4.9% | 0.11% | -5.8% |
| Q2 2017 | $757,000 | +12.1% | 9,692 | +11.4% | 0.12% | -0.8% |
| Q1 2017 | $675,000 | +1.4% | 8,702 | -1.0% | 0.12% | -6.2% |
| Q4 2016 | $666,000 | +10.6% | 8,789 | +5.3% | 0.13% | +7.4% |
| Q3 2016 | $602,000 | -7.5% | 8,343 | -8.4% | 0.12% | -10.4% |
| Q2 2016 | $651,000 | -1.8% | 9,107 | -5.1% | 0.14% | -8.8% |
| Q1 2016 | $663,000 | +2.6% | 9,601 | -0.8% | 0.15% | +4.2% |
| Q4 2015 | $646,000 | +6.6% | 9,677 | +0.1% | 0.14% | -7.2% |
| Q3 2015 | $606,000 | -19.1% | 9,669 | -13.0% | 0.15% | -14.0% |
| Q2 2015 | $749,000 | -9.4% | 11,120 | -8.2% | 0.18% | -3.3% |
| Q1 2015 | $827,000 | +2.5% | 12,114 | +3.2% | 0.18% | -8.5% |
| Q4 2014 | $807,000 | -0.1% | 11,734 | -3.6% | 0.20% | -7.8% |
| Q3 2014 | $808,000 | +2.0% | 12,174 | +2.0% | 0.22% | +1.9% |
| Q2 2014 | $792,000 | +4.3% | 11,940 | -0.7% | 0.21% | -10.8% |
| Q1 2014 | $759,000 | +16.4% | 12,029 | +15.0% | 0.24% | +9.6% |
| Q4 2013 | $652,000 | +66.3% | 10,460 | +54.3% | 0.22% | +47.0% |
| Q3 2013 | $392,000 | +95.0% | 6,780 | +90.9% | 0.15% | +60.2% |
| Q2 2013 | $201,000 | – | 3,551 | – | 0.09% | – |
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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% |