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 | $6,288,096 | -7.4% | 60,860 | -4.9% | 0.59% | -2.9% |
| Q2 2023 | $6,788,278 | -5.3% | 63,998 | -5.8% | 0.61% | -9.6% |
| Q1 2023 | $7,169,748 | -5.1% | 67,960 | -2.7% | 0.68% | -8.5% |
| Q4 2022 | $7,554,833 | +9.9% | 69,816 | -3.7% | 0.74% | -2.0% |
| Q3 2022 | $6,877,000 | -9.2% | 72,477 | -2.7% | 0.75% | -5.8% |
| Q2 2022 | $7,572,000 | -8.4% | 74,454 | +1.1% | 0.80% | +2.6% |
| Q1 2022 | $8,268,000 | -6.2% | 73,659 | -6.4% | 0.78% | -6.2% |
| Q4 2021 | $8,819,000 | +8.1% | 78,660 | -0.3% | 0.83% | -0.6% |
| Q3 2021 | $8,158,000 | -4.9% | 78,935 | -3.6% | 0.84% | -34.7% |
| Q2 2021 | $8,580,000 | +5.5% | 81,890 | +1.8% | 1.28% | -22.8% |
| Q1 2021 | $8,134,000 | -13.1% | 80,463 | -21.3% | 1.66% | -15.5% |
| Q4 2020 | $9,355,000 | +9.4% | 102,227 | -3.2% | 1.96% | -3.4% |
| Q3 2020 | $8,549,000 | -2.4% | 105,639 | -5.0% | 2.03% | -10.4% |
| Q2 2020 | $8,756,000 | +1.6% | 111,146 | -8.7% | 2.27% | -12.2% |
| Q1 2020 | $8,617,000 | -24.1% | 121,794 | +0.5% | 2.58% | -7.6% |
| Q4 2019 | $11,359,000 | -1.1% | 121,214 | -6.4% | 2.80% | -4.5% |
| Q3 2019 | $11,488,000 | +1.6% | 129,473 | +0.1% | 2.93% | +2.4% |
| Q2 2019 | $11,302,000 | +2.2% | 129,338 | +0.2% | 2.86% | -0.7% |
| Q1 2019 | $11,054,000 | +15.3% | 129,041 | +5.0% | 2.88% | +12.3% |
| Q4 2018 | $9,584,000 | -8.3% | 122,889 | +2.4% | 2.57% | -4.6% |
| Q3 2018 | $10,448,000 | +3.6% | 119,968 | -1.2% | 2.69% | +1.4% |
| Q2 2018 | $10,081,000 | +0.8% | 121,379 | +0.1% | 2.65% | +0.5% |
| Q1 2018 | $10,004,000 | -5.1% | 121,278 | -1.5% | 2.64% | +2.3% |
| Q4 2017 | $10,539,000 | +7.1% | 123,071 | +1.4% | 2.58% | +1.5% |
| Q3 2017 | $9,844,000 | +12.4% | 121,427 | +8.4% | 2.54% | +5.8% |
| Q2 2017 | $8,755,000 | +52.0% | 112,018 | +47.3% | 2.40% | +54.1% |
| Q1 2017 | $5,761,000 | 0.0% | 76,038 | 0.0% | 1.56% | 0.0% |
| Q4 2016 | $5,761,000 | +53.7% | 76,038 | +46.3% | 1.56% | +45.7% |
| Q3 2016 | $3,749,000 | +195.2% | 51,968 | +192.4% | 1.07% | +205.1% |
| Q2 2016 | $1,270,000 | – | 17,772 | – | 0.35% | – |
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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% |