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 | $5,040,033 | -5.3% | 48,781 | -2.8% | 0.24% | -13.8% |
| Q2 2023 | $5,322,952 | -15.1% | 50,183 | -15.5% | 0.28% | -24.8% |
| Q1 2023 | $6,266,414 | -6.6% | 59,397 | -4.2% | 0.37% | -19.9% |
| Q4 2022 | $6,711,219 | +6.0% | 62,020 | -7.0% | 0.46% | -5.2% |
| Q3 2022 | $6,330,000 | +1.6% | 66,711 | +8.9% | 0.48% | +1.0% |
| Q2 2022 | $6,230,000 | +141.5% | 61,255 | +166.5% | 0.48% | +165.6% |
| Q1 2022 | $2,580,000 | +66.5% | 22,988 | +66.3% | 0.18% | +62.2% |
| Q4 2021 | $1,550,000 | -5.3% | 13,827 | -12.7% | 0.11% | -9.8% |
| Q3 2021 | $1,637,000 | +4.3% | 15,843 | +5.8% | 0.12% | -0.8% |
| Q2 2021 | $1,569,000 | +28.3% | 14,980 | +23.8% | 0.12% | +8.8% |
| Q1 2021 | $1,223,000 | +10.7% | 12,102 | +0.2% | 0.11% | +10.7% |
| Q4 2020 | $1,105,000 | -12.9% | 12,076 | -23.0% | 0.10% | -28.5% |
| Q3 2020 | $1,269,000 | -6.1% | 15,679 | -8.6% | 0.14% | -21.3% |
| Q2 2020 | $1,352,000 | +62.3% | 17,161 | +45.7% | 0.18% | +20.4% |
| Q1 2020 | $833,000 | -21.6% | 11,777 | +3.9% | 0.15% | +4.8% |
| Q4 2019 | $1,062,000 | +6.5% | 11,332 | +0.8% | 0.14% | -6.5% |
| Q3 2019 | $997,000 | +42.4% | 11,237 | +40.2% | 0.16% | +38.4% |
| Q2 2019 | $700,000 | -70.8% | 8,016 | -71.3% | 0.11% | -75.2% |
| Q1 2019 | $2,394,000 | +12.5% | 27,946 | +7.2% | 0.45% | 0.0% |
| Q4 2018 | $2,128,000 | +189.5% | 26,081 | +208.9% | 0.45% | +197.4% |
| Q3 2018 | $735,000 | +5.0% | 8,443 | +0.2% | 0.15% | -4.4% |
| Q2 2018 | $700,000 | +10.1% | 8,428 | +9.5% | 0.16% | -2.5% |
| Q1 2018 | $636,000 | -8.5% | 7,700 | -5.1% | 0.16% | -28.5% |
| Q4 2017 | $695,000 | +25.0% | 8,113 | +18.3% | 0.23% | +3.6% |
| Q3 2017 | $556,000 | -18.0% | 6,859 | -21.0% | 0.22% | -16.0% |
| Q2 2017 | $678,000 | -0.3% | 8,680 | -0.9% | 0.26% | -1.1% |
| Q1 2017 | $680,000 | +61.1% | 8,760 | +57.4% | 0.26% | +57.7% |
| Q4 2016 | $422,000 | -5.6% | 5,566 | -10.2% | 0.17% | -0.6% |
| Q3 2016 | $447,000 | +83.2% | 6,195 | +81.8% | 0.17% | +70.7% |
| Q2 2016 | $244,000 | +14.0% | 3,408 | +10.0% | 0.10% | +8.8% |
| Q1 2016 | $214,000 | -19.2% | 3,097 | -22.1% | 0.09% | -17.3% |
| Q4 2015 | $265,000 | -21.6% | 3,976 | -26.3% | 0.11% | -35.7% |
| Q3 2015 | $338,000 | -45.0% | 5,394 | -40.1% | 0.17% | -44.5% |
| Q1 2015 | $615,000 | +4.1% | 9,001 | +4.7% | 0.31% | -2.8% |
| Q4 2014 | $591,000 | +76.4% | 8,599 | +70.6% | 0.32% | +74.2% |
| Q3 2014 | $335,000 | -88.9% | 5,040 | -88.9% | 0.18% | -89.9% |
| Q2 2014 | $3,012,000 | – | 45,413 | – | 1.81% | – |
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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% |