VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,390,471 | -19.1% | 594,178 | -17.0% | 0.17% | -16.5% |
| Q2 2023 | $75,907,617 | +4.3% | 715,637 | +3.8% | 0.20% | +11.1% |
| Q1 2023 | $72,770,632 | +104891.5% | 689,769 | +7.7% | 0.18% | -1.6% |
| Q4 2022 | $69,311 | -99.9% | 640,527 | +17.9% | 0.18% | +20.4% |
| Q3 2022 | $51,529,000 | -6.7% | 543,102 | -0.0% | 0.15% | -0.7% |
| Q2 2022 | $55,257,000 | +0.9% | 543,337 | +11.3% | 0.15% | +13.3% |
| Q1 2022 | $54,779,000 | +22.9% | 488,006 | +22.8% | 0.14% | +29.8% |
| Q4 2021 | $44,557,000 | +9.6% | 397,444 | +1.0% | 0.10% | 0.0% |
| Q3 2021 | $40,659,000 | +3.2% | 393,407 | +4.6% | 0.10% | +2.0% |
| Q2 2021 | $39,396,000 | +27.3% | 376,021 | +22.8% | 0.10% | +17.2% |
| Q1 2021 | $30,955,000 | +12.5% | 306,213 | +1.9% | 0.09% | +6.1% |
| Q4 2020 | $27,505,000 | +34.3% | 300,568 | +18.8% | 0.08% | +17.1% |
| Q3 2020 | $20,473,000 | +18.3% | 252,968 | +15.2% | 0.07% | +7.7% |
| Q2 2020 | $17,305,000 | -23.1% | 219,660 | -30.9% | 0.06% | -36.9% |
| Q1 2020 | $22,490,000 | -14.9% | 317,877 | +12.8% | 0.10% | +8.4% |
| Q4 2019 | $26,415,000 | +11.7% | 281,879 | +5.8% | 0.10% | +2.2% |
| Q3 2019 | $23,647,000 | +4.3% | 266,503 | +2.8% | 0.09% | +5.7% |
| Q2 2019 | $22,662,000 | +23.7% | 259,348 | +21.3% | 0.09% | -17.8% |
| Q1 2019 | $18,321,000 | +118.1% | 213,879 | +98.6% | 0.11% | +87.7% |
| Q4 2018 | $8,399,000 | +56.1% | 107,698 | +74.9% | 0.06% | +67.6% |
| Q3 2018 | $5,382,000 | -24.9% | 61,560 | -28.7% | 0.03% | -30.6% |
| Q2 2018 | $7,168,000 | -4.7% | 86,310 | -5.3% | 0.05% | -7.5% |
| Q1 2018 | $7,519,000 | -6.2% | 91,155 | -2.6% | 0.05% | -7.0% |
| Q4 2017 | $8,012,000 | +5.1% | 93,567 | -0.5% | 0.06% | -1.7% |
| Q3 2017 | $7,625,000 | +29.9% | 94,060 | +25.3% | 0.06% | +26.1% |
| Q2 2017 | $5,869,000 | +9.6% | 75,092 | +8.8% | 0.05% | +7.0% |
| Q1 2017 | $5,357,000 | +36.7% | 68,995 | +33.4% | 0.04% | +26.5% |
| Q4 2016 | $3,919,000 | +108.2% | 51,717 | +98.3% | 0.03% | +100.0% |
| Q3 2016 | $1,882,000 | +35.1% | 26,085 | +33.9% | 0.02% | +30.8% |
| Q2 2016 | $1,393,000 | +3.2% | 19,486 | -0.3% | 0.01% | 0.0% |
| Q1 2016 | $1,350,000 | +0.9% | 19,549 | -2.5% | 0.01% | 0.0% |
| Q4 2015 | $1,338,000 | +6.3% | 20,052 | -0.2% | 0.01% | 0.0% |
| Q3 2015 | $1,259,000 | -9.9% | 20,098 | -3.2% | 0.01% | -7.1% |
| Q2 2015 | $1,398,000 | – | 20,768 | – | 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% |