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 | $13,005,970 | -13.8% | 127,260 | -11.6% | 0.28% | -6.2% |
| Q2 2023 | $15,096,658 | -56.2% | 143,928 | -55.0% | 0.30% | -54.7% |
| Q1 2023 | $34,458,959 | -5.4% | 320,132 | -2.6% | 0.67% | -9.0% |
| Q4 2022 | $36,409,184 | +99.0% | 328,692 | +72.7% | 0.74% | +74.2% |
| Q3 2022 | $18,294,000 | -6.0% | 190,280 | +0.2% | 0.42% | -1.9% |
| Q2 2022 | $19,465,000 | -5.3% | 189,885 | +4.0% | 0.43% | +7.2% |
| Q1 2022 | $20,547,000 | +247.1% | 182,669 | +253.5% | 0.40% | +294.1% |
| Q4 2021 | $5,919,000 | -11.7% | 51,672 | -19.1% | 0.10% | -15.7% |
| Q3 2021 | $6,700,000 | +3.5% | 63,849 | +3.5% | 0.12% | +4.3% |
| Q2 2021 | $6,474,000 | -6.4% | 61,717 | -9.8% | 0.12% | -56.2% |
| Q1 2021 | $6,919,000 | +33.0% | 68,445 | +20.4% | 0.26% | +28.0% |
| Q4 2020 | $5,204,000 | +29.7% | 56,868 | +14.8% | 0.21% | +11.9% |
| Q3 2020 | $4,011,000 | -9.2% | 49,555 | -11.7% | 0.18% | -32.7% |
| Q2 2020 | $4,419,000 | +17.5% | 56,092 | +5.5% | 0.28% | +27.3% |
| Q1 2020 | $3,762,000 | -40.4% | 53,176 | -21.0% | 0.22% | -32.7% |
| Q4 2019 | $6,312,000 | +10.8% | 67,354 | +4.9% | 0.32% | +3.9% |
| Q3 2019 | $5,699,000 | -2.9% | 64,227 | -4.4% | 0.31% | -8.8% |
| Q2 2019 | $5,870,000 | +10.3% | 67,183 | +8.1% | 0.34% | -1.7% |
| Q1 2019 | $5,323,000 | +6.4% | 62,143 | -3.1% | 0.34% | -9.2% |
| Q4 2018 | $5,002,000 | -4.3% | 64,138 | +6.9% | 0.38% | -4.5% |
| Q3 2018 | $5,227,000 | +26.5% | 60,017 | +20.6% | 0.40% | +10.6% |
| Q2 2018 | $4,133,000 | +12.3% | 49,768 | +11.6% | 0.36% | +7.8% |
| Q1 2018 | $3,679,000 | -13.3% | 44,594 | -10.0% | 0.33% | -12.3% |
| Q4 2017 | $4,244,000 | +0.2% | 49,558 | -5.1% | 0.38% | -0.5% |
| Q3 2017 | $4,234,000 | -9.6% | 52,226 | -12.9% | 0.38% | -14.3% |
| Q2 2017 | $4,685,000 | -12.1% | 59,944 | -12.7% | 0.45% | -17.1% |
| Q1 2017 | $5,332,000 | +22.9% | 68,672 | +20.0% | 0.54% | +13.2% |
| Q4 2016 | $4,337,000 | +67.3% | 57,241 | +59.3% | 0.48% | +66.4% |
| Q3 2016 | $2,593,000 | +23.5% | 35,936 | +22.3% | 0.29% | +4.4% |
| Q2 2016 | $2,100,000 | -17.9% | 29,381 | -20.7% | 0.27% | -29.0% |
| Q1 2016 | $2,558,000 | +277.8% | 37,034 | +265.4% | 0.39% | +196.9% |
| Q4 2015 | $677,000 | +67600.0% | 10,135 | +43965.2% | 0.13% | – |
| Q3 2015 | $1,000 | -99.8% | 23 | -99.7% | 0.00% | -100.0% |
| Q2 2015 | $529,000 | – | 7,854 | – | 0.07% | – |
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% |