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 | $1,971,983 | -1.9% | 19,086 | +0.7% | 0.13% | -1.5% |
| Q2 2023 | $2,009,415 | -2.6% | 18,944 | -3.1% | 0.14% | -9.4% |
| Q1 2023 | $2,062,065 | -14.1% | 19,546 | -11.9% | 0.15% | -18.1% |
| Q4 2022 | $2,401,304 | -81.4% | 22,191 | -83.7% | 0.18% | -82.0% |
| Q3 2022 | $12,937,000 | +530.5% | 136,355 | +575.7% | 1.01% | +577.9% |
| Q2 2022 | $2,052,000 | -8.1% | 20,181 | +1.5% | 0.15% | +4.2% |
| Q1 2022 | $2,232,000 | +70.0% | 19,886 | +69.8% | 0.14% | +66.3% |
| Q4 2021 | $1,313,000 | +22.8% | 11,713 | +13.3% | 0.09% | +7.5% |
| Q3 2021 | $1,069,000 | +0.5% | 10,342 | +1.9% | 0.08% | +3.9% |
| Q2 2021 | $1,064,000 | -1.7% | 10,154 | -5.2% | 0.08% | -8.3% |
| Q1 2021 | $1,082,000 | -11.5% | 10,708 | -19.8% | 0.08% | -19.2% |
| Q4 2020 | $1,222,000 | +4.7% | 13,355 | -7.4% | 0.10% | -7.1% |
| Q3 2020 | $1,167,000 | +167.0% | 14,425 | +160.1% | 0.11% | +133.3% |
| Q2 2020 | $437,000 | -23.2% | 5,547 | -31.1% | 0.05% | -29.4% |
| Q1 2020 | $569,000 | -92.6% | 8,049 | -90.2% | 0.07% | -91.4% |
| Q4 2019 | $7,668,000 | +184.5% | 81,824 | +169.4% | 0.79% | +151.3% |
| Q3 2019 | $2,695,000 | +224.3% | 30,369 | +208.8% | 0.31% | +223.7% |
| Q3 2018 | $831,000 | – | 9,833 | – | 0.10% | – |
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% |