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 | $419,000 | -6.3% | 4,419 | +0.6% | 0.17% | 0.0% |
| Q2 2022 | $447,000 | -14.7% | 4,393 | -5.8% | 0.17% | 0.0% |
| Q1 2022 | $524,000 | +0.6% | 4,664 | +0.4% | 0.17% | +17.4% |
| Q4 2021 | $521,000 | +9.2% | 4,644 | +0.6% | 0.14% | +2.1% |
| Q3 2021 | $477,000 | -0.8% | 4,615 | +0.5% | 0.14% | +0.7% |
| Q2 2021 | $481,000 | +4.1% | 4,591 | +0.5% | 0.14% | -2.1% |
| Q1 2021 | $462,000 | +11.1% | 4,567 | +0.5% | 0.14% | +2.9% |
| Q4 2020 | $416,000 | +12.4% | 4,545 | -0.7% | 0.14% | +0.7% |
| Q3 2020 | $370,000 | +4.5% | 4,576 | +1.9% | 0.14% | 0.0% |
| Q2 2020 | $354,000 | +12.4% | 4,489 | +0.8% | 0.14% | -2.1% |
| Q1 2020 | $315,000 | -24.1% | 4,454 | +0.6% | 0.14% | -6.0% |
| Q4 2019 | $415,000 | +6.1% | 4,429 | +0.6% | 0.15% | -1.3% |
| Q3 2019 | $391,000 | +2.4% | 4,403 | +0.6% | 0.15% | +1.3% |
| Q2 2019 | $382,000 | -48.8% | 4,375 | -49.7% | 0.15% | -0.7% |
| Q1 2019 | $746,000 | +93.3% | 8,706 | +75.8% | 0.15% | -14.2% |
| Q4 2018 | $386,000 | -9.4% | 4,953 | +1.3% | 0.18% | +8.6% |
| Q3 2018 | $426,000 | +4.9% | 4,889 | 0.0% | 0.16% | -3.6% |
| Q2 2018 | $406,000 | +5.2% | 4,889 | +4.5% | 0.17% | +4.3% |
| Q1 2018 | $386,000 | -99.9% | 4,678 | -44.4% | 0.16% | +8.1% |
| Q4 2017 | $360,550,000 | +106256.9% | 8,412 | +101.2% | 0.15% | -1.3% |
| Q3 2017 | $339,000 | +4.6% | 4,181 | +1.0% | 0.15% | -1.9% |
| Q2 2017 | $324,000 | +1.2% | 4,140 | +0.6% | 0.15% | -1.9% |
| Q1 2017 | $320,000 | +5.6% | 4,115 | +2.9% | 0.16% | -0.6% |
| Q4 2016 | $303,000 | – | 4,000 | – | 0.16% | – |
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% |