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 | $7,907 | -18.9% | 76,529 | -18.7% | 0.44% | -18.8% |
| Q2 2023 | $9,747 | -3.3% | 94,102 | -1.5% | 0.54% | -6.1% |
| Q1 2023 | $10,082 | -4.2% | 95,573 | -1.8% | 0.58% | -10.1% |
| Q4 2022 | $10,527 | -99.9% | 97,278 | -18.1% | 0.64% | -17.3% |
| Q3 2022 | $11,266,000 | +11.0% | 118,732 | +19.0% | 0.78% | +9.9% |
| Q2 2022 | $10,151,000 | +83.0% | 99,815 | +102.0% | 0.71% | +101.1% |
| Q1 2022 | $5,546,000 | +16.3% | 49,408 | +16.1% | 0.35% | +21.5% |
| Q4 2021 | $4,769,000 | +10.1% | 42,544 | +1.5% | 0.29% | +1.8% |
| Q3 2021 | $4,330,000 | -1.5% | 41,899 | -0.1% | 0.28% | -3.7% |
| Q2 2021 | $4,394,000 | +4.1% | 41,939 | +0.5% | 0.30% | +1.0% |
| Q1 2021 | $4,219,000 | +187.0% | 41,735 | +159.8% | 0.29% | +126.4% |
| Q4 2020 | $1,470,000 | +2.3% | 16,062 | -9.5% | 0.13% | -5.8% |
| Q3 2020 | $1,437,000 | +0.4% | 17,756 | -2.3% | 0.14% | -8.7% |
| Q2 2020 | $1,431,000 | +9.7% | 18,167 | -1.4% | 0.15% | -6.2% |
| Q1 2020 | $1,304,000 | -20.1% | 18,424 | +5.8% | 0.16% | -0.6% |
| Q4 2019 | $1,632,000 | +4.5% | 17,411 | -1.1% | 0.16% | -2.4% |
| Q3 2019 | $1,561,000 | +3.7% | 17,598 | +2.1% | 0.16% | +0.6% |
| Q2 2019 | $1,506,000 | 0.0% | 17,233 | -2.0% | 0.16% | -5.7% |
| Q1 2019 | $1,506,000 | +27.8% | 17,583 | +16.4% | 0.17% | +12.3% |
| Q4 2018 | $1,178,000 | -99.9% | 15,107 | -47.8% | 0.16% | +7.6% |
| Q3 2018 | $1,262,407,000 | +106793.1% | 28,960 | +103.6% | 0.14% | +2.1% |
| Q2 2018 | $1,181,000 | +2.6% | 14,225 | +1.9% | 0.14% | -0.7% |
| Q1 2018 | $1,151,000 | -7.8% | 13,954 | -4.3% | 0.14% | -9.0% |
| Q4 2017 | $1,248,000 | -7.2% | 14,574 | -12.1% | 0.16% | -13.3% |
| Q3 2017 | $1,345,000 | -99.9% | 16,585 | -1.9% | 0.18% | -4.3% |
| Q2 2017 | $1,321,037,000 | -1.6% | 16,901 | -2.2% | 0.19% | -11.3% |
| Q1 2017 | $1,341,913,000 | +74409.3% | 17,281 | -27.3% | 0.21% | -32.7% |
| Q4 2016 | $1,801,000 | -99.9% | 23,769 | +1.2% | 0.32% | -0.9% |
| Q3 2016 | $1,695,074,000 | -0.3% | 23,497 | -1.2% | 0.32% | -7.0% |
| Q2 2016 | $1,699,334,000 | +3.6% | 23,780 | +0.1% | 0.34% | +4.0% |
| Q1 2016 | $1,640,437,000 | -4.2% | 23,760 | -7.4% | 0.33% | -5.5% |
| Q4 2015 | $1,712,301,000 | +2.2% | 25,652 | -4.1% | 0.35% | +8.8% |
| Q3 2015 | $1,675,862,000 | -9.2% | 26,749 | -2.4% | 0.32% | -15.1% |
| Q2 2015 | $1,844,784,000 | +61.8% | 27,403 | +64.2% | 0.38% | +59.1% |
| Q1 2015 | $1,140,046,000 | +1.5% | 16,691 | +2.2% | 0.24% | -4.0% |
| Q4 2014 | $1,122,822,000 | +10.3% | 16,331 | +6.6% | 0.25% | +3.3% |
| Q3 2014 | $1,017,713,000 | +1.9% | 15,324 | +1.7% | 0.24% | -1.6% |
| Q2 2014 | $999,071,000 | +8.7% | 15,065 | +3.5% | 0.24% | +1.2% |
| Q1 2014 | $919,105,000 | -3.8% | 14,561 | -5.0% | 0.24% | -7.7% |
| Q4 2013 | $955,682,000 | +4.3% | 15,335 | -3.8% | 0.26% | -5.1% |
| Q3 2013 | $916,585,000 | -16.9% | 15,943 | -18.5% | 0.27% | -21.3% |
| Q2 2013 | $1,102,814,000 | +14.4% | 19,563 | +11.2% | 0.35% | +7.4% |
| Q1 2013 | $964,238,000 | +9.9% | 17,592 | -1.0% | 0.32% | -8.2% |
| Q4 2012 | $877,353,000 | – | 17,767 | – | 0.35% | – |
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% |