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 | $371,229 | -2.6% | 3,593 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $381,110 | +3.1% | 3,593 | 0.0% | 0.11% | -8.4% |
| Q1 2023 | $369,612 | -4.9% | 3,593 | 0.0% | 0.12% | -16.2% |
| Q4 2022 | $388,799 | +14.4% | 3,593 | 0.0% | 0.14% | +10.9% |
| Q3 2022 | $340,000 | -6.8% | 3,593 | 0.0% | 0.13% | -0.8% |
| Q2 2022 | $365,000 | -9.4% | 3,593 | 0.0% | 0.13% | +10.3% |
| Q1 2022 | $403,000 | +0.2% | 3,593 | 0.0% | 0.12% | +5.4% |
| Q4 2021 | $402,000 | +8.4% | 3,593 | 0.0% | 0.11% | -1.8% |
| Q3 2021 | $371,000 | -1.3% | 3,593 | 0.0% | 0.11% | -2.6% |
| Q2 2021 | $376,000 | +3.6% | 3,593 | 0.0% | 0.12% | -6.5% |
| Q1 2021 | $363,000 | +10.7% | 3,593 | 0.0% | 0.12% | +6.0% |
| Q4 2020 | $328,000 | -3.2% | 3,593 | -14.5% | 0.12% | -14.6% |
| Q3 2020 | $339,000 | – | 4,200 | – | 0.14% | – |
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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% |