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 | $55,173 | -2.6% | 534 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $56,642 | +0.5% | 534 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $56,337 | -29.1% | 534 | -27.2% | 0.02% | -33.3% |
| Q4 2022 | $79,426 | -37.5% | 734 | -45.0% | 0.03% | -43.8% |
| Q3 2022 | $127,000 | -18.6% | 1,334 | -13.0% | 0.05% | -22.6% |
| Q2 2022 | $156,000 | -35.8% | 1,534 | -29.1% | 0.06% | -22.5% |
| Q1 2022 | $243,000 | -53.3% | 2,164 | -53.3% | 0.08% | -53.5% |
| Q4 2021 | $520,000 | -5.5% | 4,634 | -13.0% | 0.17% | -14.4% |
| Q3 2021 | $550,000 | -1.4% | 5,324 | 0.0% | 0.20% | -1.5% |
| Q2 2021 | $558,000 | -0.9% | 5,324 | -4.5% | 0.20% | -8.1% |
| Q1 2021 | $563,000 | +17.8% | 5,574 | +6.7% | 0.22% | +8.8% |
| Q4 2020 | $478,000 | +152.9% | 5,224 | +123.2% | 0.20% | +112.5% |
| Q3 2020 | $189,000 | +600.0% | 2,340 | +588.2% | 0.10% | +540.0% |
| Q2 2020 | $27,000 | +12.5% | 340 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $24,000 | – | 340 | – | 0.02% | – |
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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% |