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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,580,000 | +13.1% | 17,262 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $1,397,000 | +2.7% | 17,262 | 0.0% | 0.14% | -4.8% |
| Q2 2020 | $1,360,000 | -3.5% | 17,262 | -13.3% | 0.14% | -10.5% |
| Q1 2020 | $1,409,000 | -21.9% | 19,914 | +3.4% | 0.16% | -1.8% |
| Q4 2019 | $1,804,000 | +5.6% | 19,255 | 0.0% | 0.16% | -1.8% |
| Q3 2019 | $1,708,000 | +1.5% | 19,255 | 0.0% | 0.17% | +1.2% |
| Q2 2019 | $1,683,000 | +2.1% | 19,255 | 0.0% | 0.17% | +4.4% |
| Q1 2019 | $1,649,000 | +9.8% | 19,255 | 0.0% | 0.16% | -5.9% |
| Q4 2018 | $1,502,000 | -15.5% | 19,255 | -5.7% | 0.17% | -6.1% |
| Q3 2018 | $1,777,000 | +4.8% | 20,409 | 0.0% | 0.18% | -1.6% |
| Q2 2018 | $1,695,000 | -24.7% | 20,409 | -26.5% | 0.18% | -34.2% |
| Q1 2018 | $2,250,000 | +26.3% | 27,754 | +33.3% | 0.28% | +33.0% |
| Q4 2017 | $1,782,000 | -20.8% | 20,815 | -25.0% | 0.21% | -24.8% |
| Q3 2017 | $2,250,000 | +2.6% | 27,754 | -1.1% | 0.28% | -2.1% |
| Q2 2017 | $2,193,000 | +9.2% | 28,054 | +8.5% | 0.28% | +4.4% |
| Q1 2017 | $2,008,000 | +3.5% | 25,854 | +1.0% | 0.27% | -5.9% |
| Q4 2016 | $1,940,000 | +39.6% | 25,600 | +32.8% | 0.29% | +33.8% |
| Q3 2016 | $1,390,000 | +2.1% | 19,275 | +1.2% | 0.22% | -1.8% |
| Q2 2016 | $1,361,000 | -16.7% | 19,039 | -19.5% | 0.22% | -18.5% |
| Q1 2016 | $1,633,000 | -0.7% | 23,656 | -4.0% | 0.27% | -5.3% |
| Q4 2015 | $1,645,000 | +9.4% | 24,641 | +2.7% | 0.28% | +1.4% |
| Q3 2015 | $1,504,000 | -2.3% | 24,003 | +5.0% | 0.28% | -0.7% |
| Q2 2015 | $1,540,000 | -1.4% | 22,869 | 0.0% | 0.28% | -0.7% |
| Q1 2015 | $1,562,000 | -0.6% | 22,869 | 0.0% | 0.28% | -50.1% |
| Q4 2014 | $1,572,000 | +3.5% | 22,869 | 0.0% | 0.57% | -11.7% |
| Q3 2014 | $1,519,000 | +0.1% | 22,869 | 0.0% | 0.65% | -0.3% |
| Q2 2014 | $1,517,000 | +5.1% | 22,869 | 0.0% | 0.65% | -4.7% |
| Q1 2014 | $1,443,000 | +1.3% | 22,869 | 0.0% | 0.68% | -19.9% |
| Q4 2013 | $1,425,000 | – | 22,869 | – | 0.85% | – |
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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% |