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 | $1,195,339 | -2.6% | 11,569 | -0.0% | 0.14% | +1.4% |
| Q2 2023 | $1,227,569 | +22.5% | 11,573 | +21.9% | 0.14% | +17.6% |
| Q1 2023 | $1,001,866 | +1.3% | 9,496 | +4.0% | 0.12% | -3.3% |
| Q4 2022 | $988,522 | +17.8% | 9,135 | +3.3% | 0.12% | +7.0% |
| Q3 2022 | $839,000 | -5.5% | 8,840 | +1.3% | 0.12% | +1.8% |
| Q2 2022 | $888,000 | -7.3% | 8,729 | +2.3% | 0.11% | -5.0% |
| Q1 2022 | $958,000 | +1.2% | 8,532 | +1.0% | 0.12% | 0.0% |
| Q4 2021 | $947,000 | +11.3% | 8,445 | +2.6% | 0.12% | -0.8% |
| Q3 2021 | $851,000 | -4.0% | 8,230 | -2.6% | 0.12% | -4.8% |
| Q2 2021 | $886,000 | -1.8% | 8,453 | -5.2% | 0.13% | -9.4% |
| Q1 2021 | $902,000 | +11.9% | 8,921 | +1.3% | 0.14% | +10.3% |
| Q4 2020 | $806,000 | +8.3% | 8,806 | -4.3% | 0.13% | -4.5% |
| Q3 2020 | $744,000 | -0.9% | 9,197 | -3.5% | 0.13% | -10.2% |
| Q2 2020 | $751,000 | +8.1% | 9,534 | -3.0% | 0.15% | -15.0% |
| Q1 2020 | $695,000 | -51.5% | 9,827 | -35.8% | 0.17% | -36.6% |
| Q4 2019 | $1,434,000 | +87.0% | 15,306 | +77.0% | 0.27% | +68.5% |
| Q3 2019 | $767,000 | -31.3% | 8,648 | -32.3% | 0.16% | -35.2% |
| Q2 2019 | $1,117,000 | +4.1% | 12,780 | +2.0% | 0.25% | -1.6% |
| Q1 2019 | $1,073,000 | +14.8% | 12,526 | +4.5% | 0.25% | +8.1% |
| Q4 2018 | $935,000 | +41.5% | 11,990 | +58.0% | 0.24% | +46.0% |
| Q3 2018 | $661,000 | -1.5% | 7,591 | -6.1% | 0.16% | -9.6% |
| Q2 2018 | $671,000 | +2.0% | 8,080 | +1.3% | 0.18% | -2.2% |
| Q1 2018 | $658,000 | -10.7% | 7,980 | -7.3% | 0.18% | -16.5% |
| Q4 2017 | $737,000 | +20.4% | 8,605 | +14.0% | 0.22% | +10.7% |
| Q3 2017 | $612,000 | +7.7% | 7,549 | +4.0% | 0.20% | -0.5% |
| Q2 2017 | $568,000 | +39.6% | 7,261 | +38.5% | 0.20% | +28.6% |
| Q1 2017 | $407,000 | +2.8% | 5,241 | +0.4% | 0.15% | -0.6% |
| Q4 2016 | $396,000 | +15.8% | 5,221 | +10.0% | 0.16% | +2.6% |
| Q3 2016 | $342,000 | +1.2% | 4,745 | +0.3% | 0.15% | -0.7% |
| Q2 2016 | $338,000 | -9.6% | 4,732 | -12.6% | 0.15% | -16.5% |
| Q1 2016 | $374,000 | +5.4% | 5,417 | +1.9% | 0.18% | -1.6% |
| Q4 2015 | $355,000 | +3.5% | 5,316 | -2.8% | 0.18% | -15.1% |
| Q3 2015 | $343,000 | -9.7% | 5,469 | -3.2% | 0.22% | -10.3% |
| Q2 2015 | $380,000 | 0.0% | 5,652 | +1.7% | 0.24% | -5.4% |
| Q1 2015 | $380,000 | -8.4% | 5,557 | -7.8% | 0.26% | -11.4% |
| Q4 2014 | $415,000 | – | 6,029 | – | 0.29% | – |
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% |