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 | $27,571,431 | -1.6% | 266,855 | +1.0% | 3.57% | +2.6% |
| Q2 2023 | $28,016,699 | +0.4% | 264,134 | -0.1% | 3.48% | -7.6% |
| Q1 2023 | $27,896,575 | +6.0% | 264,423 | +8.7% | 3.77% | -4.7% |
| Q4 2022 | $26,312,234 | +20.1% | 243,159 | +5.3% | 3.96% | +8.6% |
| Q3 2022 | $21,908,000 | -5.5% | 230,901 | +1.3% | 3.64% | -2.6% |
| Q2 2022 | $23,192,000 | +5.0% | 228,047 | +15.9% | 3.74% | +17.5% |
| Q1 2022 | $22,094,000 | +23.1% | 196,825 | +22.9% | 3.18% | +8.5% |
| Q4 2021 | $17,948,000 | +20.4% | 160,094 | +11.0% | 2.94% | -15.8% |
| Q3 2021 | $14,905,000 | +11.9% | 144,218 | +13.4% | 3.48% | +11.6% |
| Q2 2021 | $13,323,000 | +13.0% | 127,161 | +9.0% | 3.12% | -5.8% |
| Q1 2021 | $11,793,000 | +10.6% | 116,656 | +0.1% | 3.31% | +1.9% |
| Q4 2020 | $10,665,000 | +8.5% | 116,547 | -4.0% | 3.25% | -5.0% |
| Q3 2020 | $9,829,000 | +11.5% | 121,449 | +8.5% | 3.42% | +4.5% |
| Q2 2020 | $8,815,000 | +19.3% | 111,889 | +7.1% | 3.27% | -8.8% |
| Q1 2020 | $7,392,000 | -37.4% | 104,476 | -17.1% | 3.59% | -18.8% |
| Q4 2019 | $11,815,000 | +4.4% | 126,078 | -1.2% | 4.42% | -6.8% |
| Q3 2019 | $11,321,000 | +0.9% | 127,591 | -0.7% | 4.74% | -0.7% |
| Q2 2019 | $11,225,000 | +12.4% | 128,460 | +10.2% | 4.77% | +5.9% |
| Q1 2019 | $9,989,000 | +8.4% | 116,610 | -1.3% | 4.51% | -9.7% |
| Q4 2018 | $9,218,000 | +4.0% | 118,195 | +16.1% | 5.00% | +14.2% |
| Q3 2018 | $8,864,000 | +16.5% | 101,777 | +11.1% | 4.38% | +7.0% |
| Q2 2018 | $7,606,000 | -1.9% | 91,587 | -2.6% | 4.09% | -6.9% |
| Q1 2018 | $7,756,000 | +1.9% | 94,029 | +5.8% | 4.39% | +4.4% |
| Q4 2017 | $7,608,000 | +6.4% | 88,848 | +0.8% | 4.20% | +1.1% |
| Q3 2017 | $7,148,000 | -3.1% | 88,165 | -6.6% | 4.16% | -8.9% |
| Q2 2017 | $7,377,000 | -0.8% | 94,382 | -1.5% | 4.56% | -11.2% |
| Q1 2017 | $7,437,000 | +3.6% | 95,778 | +1.1% | 5.14% | -0.2% |
| Q4 2016 | $7,176,000 | +4.9% | 94,708 | -0.1% | 5.15% | -0.6% |
| Q3 2016 | $6,840,000 | +7.8% | 94,819 | +6.8% | 5.18% | +3.1% |
| Q2 2016 | $6,345,000 | +19.6% | 88,794 | +15.6% | 5.03% | +6.7% |
| Q1 2016 | $5,305,000 | +38.4% | 76,833 | +33.8% | 4.71% | +34.6% |
| Q4 2015 | $3,834,000 | +10.2% | 57,443 | +3.4% | 3.50% | +4.2% |
| Q3 2015 | $3,480,000 | -31.2% | 55,554 | -26.0% | 3.36% | -28.2% |
| Q2 2015 | $5,057,000 | +37.5% | 75,120 | +39.6% | 4.68% | +41.9% |
| Q1 2015 | $3,677,000 | -1.9% | 53,830 | -1.2% | 3.30% | -5.4% |
| Q4 2014 | $3,747,000 | – | 54,500 | – | 3.49% | – |
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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% |