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 | $1,609,336 | -11.2% | 15,576 | -8.8% | 0.07% | -16.5% |
| Q2 2023 | $1,811,637 | -3.3% | 17,080 | -3.8% | 0.08% | -32.0% |
| Q1 2023 | $1,872,868 | -13.8% | 17,752 | -11.6% | 0.12% | -18.8% |
| Q4 2022 | $2,172,333 | +9.8% | 20,075 | -3.7% | 0.15% | -3.8% |
| Q3 2022 | $1,978,000 | -30.3% | 20,851 | -25.2% | 0.16% | -38.7% |
| Q2 2022 | $2,837,000 | -27.0% | 27,891 | -19.5% | 0.26% | -17.1% |
| Q1 2022 | $3,888,000 | +3.8% | 34,637 | +3.7% | 0.32% | -20.3% |
| Q4 2021 | $3,744,000 | +8.5% | 33,394 | +0.0% | 0.40% | -0.5% |
| Q3 2021 | $3,450,000 | -8.7% | 33,378 | -7.5% | 0.40% | -11.8% |
| Q2 2021 | $3,780,000 | +3.0% | 36,077 | -0.6% | 0.45% | -6.6% |
| Q1 2021 | $3,671,000 | -15.6% | 36,312 | -23.6% | 0.48% | -14.8% |
| Q4 2020 | $4,349,000 | +12.4% | 47,527 | -0.6% | 0.57% | -7.2% |
| Q3 2020 | $3,870,000 | -5.6% | 47,821 | -8.1% | 0.61% | -13.0% |
| Q2 2020 | $4,098,000 | +8.3% | 52,013 | -2.8% | 0.70% | -15.1% |
| Q1 2020 | $3,785,000 | -27.4% | 53,493 | -3.9% | 0.83% | -1.2% |
| Q4 2019 | $5,214,000 | +2.3% | 55,639 | -3.1% | 0.84% | -4.7% |
| Q3 2019 | $5,096,000 | -14.2% | 57,434 | -15.5% | 0.88% | -22.9% |
| Q2 2019 | $5,942,000 | -2.0% | 68,004 | -4.0% | 1.14% | -5.8% |
| Q1 2019 | $6,066,000 | +8.1% | 70,819 | +10.0% | 1.21% | -5.0% |
| Q4 2018 | $5,609,000 | 0.0% | 64,400 | 0.0% | 1.27% | +0.8% |
| Q3 2018 | $5,609,000 | +0.6% | 64,400 | -4.1% | 1.26% | -18.7% |
| Q2 2018 | $5,577,000 | -4.2% | 67,149 | -4.8% | 1.55% | -48.4% |
| Q1 2018 | $5,819,000 | -42.9% | 70,539 | -40.7% | 3.00% | -44.4% |
| Q4 2017 | $10,186,000 | +9.7% | 118,950 | +3.9% | 5.40% | +7.4% |
| Q3 2017 | $9,284,000 | +4.6% | 114,522 | +0.9% | 5.03% | +2.5% |
| Q2 2017 | $8,873,000 | +5.7% | 113,528 | +5.0% | 4.90% | 0.0% |
| Q1 2017 | $8,397,000 | +2.7% | 108,135 | +0.2% | 4.90% | -7.1% |
| Q4 2016 | $8,179,000 | +5.7% | 107,951 | +0.6% | 5.28% | +5.0% |
| Q3 2016 | $7,740,000 | +1.2% | 107,294 | +0.3% | 5.02% | -2.3% |
| Q2 2016 | $7,646,000 | +8.9% | 106,998 | +5.2% | 5.14% | +2.0% |
| Q1 2016 | $7,019,000 | +1.6% | 101,666 | -1.8% | 5.04% | +7.6% |
| Q4 2015 | $6,910,000 | +4.7% | 103,522 | -1.7% | 4.68% | +3.6% |
| Q3 2015 | $6,597,000 | +1.1% | 105,300 | +8.6% | 4.52% | +14.6% |
| Q2 2015 | $6,528,000 | -1.9% | 96,976 | -0.5% | 3.94% | -0.4% |
| Q1 2015 | $6,657,000 | +1.2% | 97,465 | +2.0% | 3.96% | -3.7% |
| Q4 2014 | $6,575,000 | – | 95,561 | – | 4.11% | – |
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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% |