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 | $2,205,971 | -8.7% | 21,351 | -6.2% | 1.16% | -5.7% |
| Q2 2023 | $2,415,406 | -1.7% | 22,772 | -2.2% | 1.24% | -7.6% |
| Q1 2023 | $2,456,375 | +95627.8% | 23,283 | -1.8% | 1.34% | -10.8% |
| Q4 2022 | $2,566 | -99.9% | 23,712 | -2.4% | 1.50% | -0.8% |
| Q3 2022 | $2,304,000 | -5.1% | 24,285 | +1.7% | 1.51% | -1.8% |
| Q2 2022 | $2,428,000 | -7.6% | 23,876 | +2.0% | 1.54% | +7.6% |
| Q1 2022 | $2,627,000 | +1.8% | 23,407 | +1.7% | 1.43% | +14.3% |
| Q4 2021 | $2,581,000 | +11.0% | 23,026 | +2.3% | 1.25% | -1.8% |
| Q3 2021 | $2,325,000 | -1.5% | 22,500 | -0.1% | 1.27% | -2.8% |
| Q2 2021 | $2,360,000 | +5.6% | 22,528 | +2.0% | 1.31% | -9.5% |
| Q1 2021 | $2,234,000 | +11.0% | 22,097 | +0.5% | 1.44% | +3.8% |
| Q4 2020 | $2,013,000 | +9.9% | 21,998 | -2.8% | 1.39% | -2.3% |
| Q3 2020 | $1,831,000 | +8.0% | 22,623 | +5.1% | 1.42% | -1.2% |
| Q2 2020 | $1,695,000 | +15.4% | 21,520 | +3.7% | 1.44% | -5.7% |
| Q1 2020 | $1,469,000 | -30.8% | 20,760 | -8.4% | 1.53% | -11.5% |
| Q4 2019 | $2,123,000 | +19200.0% | 22,656 | +17881.0% | 1.73% | +17200.0% |
| Q3 2019 | $11,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | – | 126 | – | 0.01% | – |
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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% |