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 | $1,954,691 | -9.9% | 18,919 | -7.5% | 0.04% | +10.3% |
| Q2 2023 | $2,169,293 | -41.2% | 20,452 | -41.5% | 0.04% | -25.0% |
| Q1 2023 | $3,690,647 | +13.3% | 34,982 | +16.2% | 0.05% | +18.2% |
| Q4 2022 | $3,258,419 | +34.9% | 30,112 | +18.3% | 0.04% | +25.7% |
| Q3 2022 | $2,415,000 | +12.4% | 25,455 | +20.5% | 0.04% | +6.1% |
| Q2 2022 | $2,149,000 | +31.8% | 21,128 | +45.5% | 0.03% | +50.0% |
| Q1 2022 | $1,630,000 | +16.4% | 14,522 | +16.3% | 0.02% | -4.3% |
| Q4 2021 | $1,400,000 | +4.1% | 12,492 | -4.0% | 0.02% | +35.3% |
| Q3 2021 | $1,345,000 | +1.1% | 13,018 | +2.6% | 0.02% | 0.0% |
| Q2 2021 | $1,330,000 | +68.6% | 12,694 | +62.7% | 0.02% | +54.5% |
| Q1 2021 | $789,000 | +45.3% | 7,804 | +31.3% | 0.01% | +37.5% |
| Q4 2020 | $543,000 | +30.2% | 5,944 | +15.5% | 0.01% | +14.3% |
| Q3 2020 | $417,000 | +77.4% | 5,147 | +72.4% | 0.01% | +75.0% |
| Q2 2020 | $235,000 | -4.5% | 2,986 | -14.3% | 0.00% | -33.3% |
| Q1 2020 | $246,000 | -14.3% | 3,483 | +13.5% | 0.01% | +20.0% |
| Q4 2019 | $287,000 | +38.0% | 3,069 | +31.2% | 0.01% | +25.0% |
| Q3 2019 | $208,000 | +2.0% | 2,340 | 0.0% | 0.00% | -42.9% |
| Q2 2019 | $204,000 | – | 2,340 | – | 0.01% | – |
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% |