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 | $9,768,297 | +1.3% | 94,544 | +4.0% | 7.22% | -0.9% |
| Q2 2023 | $9,646,881 | +7.5% | 90,948 | +6.9% | 7.29% | +12.9% |
| Q1 2023 | $8,976,909 | +95186.2% | 85,089 | -2.3% | 6.46% | -10.7% |
| Q4 2022 | $9,421 | -99.9% | 87,064 | +0.5% | 7.23% | +10.0% |
| Q3 2022 | $8,221,000 | -5.5% | 86,645 | +1.3% | 6.57% | +1.4% |
| Q2 2022 | $8,697,000 | -9.4% | 85,520 | -0.0% | 6.48% | +5.7% |
| Q1 2022 | $9,601,000 | -1.9% | 85,529 | -2.0% | 6.14% | +2.9% |
| Q4 2021 | $9,783,000 | +12.1% | 87,262 | +3.3% | 5.96% | -1.5% |
| Q3 2021 | $8,729,000 | +1.3% | 84,460 | +2.7% | 6.05% | -0.1% |
| Q2 2021 | $8,617,000 | +12.6% | 82,246 | +8.7% | 6.06% | +11.8% |
| Q1 2021 | $7,651,000 | +20.9% | 75,682 | +9.4% | 5.42% | +0.4% |
| Q4 2020 | $6,330,000 | +10.3% | 69,178 | -2.4% | 5.40% | +7.6% |
| Q3 2020 | $5,737,000 | +0.5% | 70,891 | -2.2% | 5.02% | -2.3% |
| Q2 2020 | $5,708,000 | +13.0% | 72,454 | +1.5% | 5.13% | +4.4% |
| Q1 2020 | $5,052,000 | -3.9% | 71,403 | +27.2% | 4.92% | +11.4% |
| Q4 2019 | $5,259,000 | +11.2% | 56,117 | +5.3% | 4.41% | +10.2% |
| Q3 2019 | $4,728,000 | +4.3% | 53,282 | +2.7% | 4.00% | +7.3% |
| Q2 2019 | $4,533,000 | +9.7% | 51,877 | +7.6% | 3.73% | +7.5% |
| Q1 2019 | $4,131,000 | +12.6% | 48,227 | +2.5% | 3.47% | -2.7% |
| Q4 2018 | $3,670,000 | -5.7% | 47,052 | +5.2% | 3.57% | +16.3% |
| Q3 2018 | $3,893,000 | +10.2% | 44,705 | +5.1% | 3.07% | +1.2% |
| Q2 2018 | $3,534,000 | -0.7% | 42,548 | -1.4% | 3.03% | -1.1% |
| Q1 2018 | $3,560,000 | -2.5% | 43,161 | +1.2% | 3.07% | +5.0% |
| Q4 2017 | $3,653,000 | +19.4% | 42,663 | +13.1% | 2.92% | +29.6% |
| Q3 2017 | $3,059,000 | +9.8% | 37,728 | +5.9% | 2.25% | +12.8% |
| Q2 2017 | $2,786,000 | +23.4% | 35,642 | +22.6% | 2.00% | +16.0% |
| Q1 2017 | $2,258,000 | +5.9% | 29,077 | -1.7% | 1.72% | +11.1% |
| Q3 2016 | $2,133,000 | +58.5% | 29,565 | +56.9% | 1.55% | +58.3% |
| Q2 2016 | $1,346,000 | – | 18,838 | – | 0.98% | – |
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% |