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 | $1,942,619 | +3.7% | 18,801 | +6.4% | 0.46% | +5.0% |
| Q2 2023 | $1,873,613 | +6.0% | 17,663 | +5.4% | 0.44% | -3.1% |
| Q1 2023 | $1,768,236 | -11.2% | 16,760 | -9.0% | 0.45% | -19.8% |
| Q4 2022 | $1,991,895 | +14.1% | 18,408 | +0.0% | 0.56% | +8.0% |
| Q3 2022 | $1,746,000 | +2.0% | 18,405 | +9.4% | 0.52% | +5.7% |
| Q2 2022 | $1,711,000 | -11.2% | 16,821 | -2.0% | 0.50% | +6.9% |
| Q1 2022 | $1,927,000 | -1.0% | 17,171 | -1.2% | 0.46% | -0.2% |
| Q4 2021 | $1,947,000 | +8.5% | 17,371 | 0.0% | 0.46% | -0.6% |
| Q3 2021 | $1,795,000 | -3.1% | 17,371 | -1.7% | 0.47% | -3.7% |
| Q2 2021 | $1,852,000 | +2.7% | 17,671 | -0.9% | 0.48% | -4.7% |
| Q1 2021 | $1,803,000 | +9.0% | 17,836 | -1.3% | 0.51% | +0.2% |
| Q4 2020 | $1,654,000 | +12.4% | 18,072 | -0.6% | 0.51% | +0.2% |
| Q3 2020 | $1,472,000 | -8.1% | 18,186 | -10.6% | 0.51% | -21.5% |
| Q2 2020 | $1,602,000 | +9.5% | 20,331 | -1.7% | 0.65% | -3.3% |
| Q1 2020 | $1,463,000 | -21.7% | 20,692 | +3.8% | 0.67% | -6.4% |
| Q4 2019 | $1,869,000 | +10.3% | 19,937 | +4.4% | 0.71% | +1.4% |
| Q3 2019 | $1,694,000 | +10.9% | 19,096 | +9.2% | 0.70% | +9.0% |
| Q2 2019 | $1,528,000 | +17.8% | 17,491 | +15.5% | 0.65% | +11.6% |
| Q1 2019 | $1,297,000 | +10.6% | 15,141 | +0.7% | 0.58% | -3.0% |
| Q4 2018 | $1,173,000 | -14.7% | 15,041 | -4.7% | 0.60% | -4.9% |
| Q3 2018 | $1,375,000 | +2.5% | 15,791 | -2.2% | 0.63% | -8.1% |
| Q2 2018 | $1,341,000 | -13.1% | 16,151 | -13.7% | 0.68% | -14.8% |
| Q1 2018 | $1,544,000 | -4.0% | 18,711 | -0.4% | 0.80% | -5.4% |
| Q4 2017 | $1,609,000 | +7.3% | 18,791 | +1.6% | 0.85% | -2.0% |
| Q3 2017 | $1,499,000 | +6.0% | 18,491 | +2.2% | 0.86% | -0.9% |
| Q2 2017 | $1,414,000 | -2.1% | 18,091 | -3.0% | 0.87% | -8.8% |
| Q1 2017 | $1,444,000 | +1.7% | 18,641 | -0.5% | 0.96% | -2.2% |
| Q4 2016 | $1,420,000 | +1.1% | 18,741 | -3.8% | 0.98% | -3.1% |
| Q3 2016 | $1,405,000 | -4.7% | 19,491 | -5.6% | 1.01% | -8.0% |
| Q2 2016 | $1,475,000 | +3.5% | 20,641 | 0.0% | 1.10% | +1.0% |
| Q1 2016 | $1,425,000 | +14.1% | 20,641 | +10.2% | 1.09% | +9.7% |
| Q4 2015 | $1,249,000 | +12.4% | 18,733 | +6.5% | 0.99% | +9.0% |
| Q3 2015 | $1,111,000 | -7.2% | 17,583 | -1.1% | 0.91% | -0.5% |
| Q2 2015 | $1,197,000 | +4.6% | 17,783 | +6.1% | 0.91% | +3.6% |
| Q1 2015 | $1,144,000 | +6.9% | 16,758 | +7.7% | 0.88% | +5.4% |
| Q4 2014 | $1,070,000 | – | 15,558 | – | 0.84% | – |
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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% |