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 | $484,574 | -2.4% | 4,690 | +0.2% | 0.23% | +1.7% |
| Q2 2023 | $496,281 | +0.8% | 4,679 | +0.3% | 0.23% | -0.4% |
| Q1 2023 | $492,275 | -2.3% | 4,666 | +0.2% | 0.23% | -4.9% |
| Q4 2022 | $503,788 | +13.7% | 4,656 | -0.4% | 0.24% | +4.7% |
| Q3 2022 | $443,000 | -6.5% | 4,673 | +0.2% | 0.23% | -1.3% |
| Q2 2022 | $474,000 | -9.2% | 4,662 | +0.3% | 0.24% | +6.8% |
| Q1 2022 | $522,000 | +9.2% | 4,650 | +0.5% | 0.22% | +3.3% |
| Q3 2021 | $478,000 | -1.2% | 4,629 | +0.2% | 0.21% | 0.0% |
| Q2 2021 | $484,000 | +3.2% | 4,618 | -0.5% | 0.21% | -1.4% |
| Q1 2021 | $469,000 | +10.6% | 4,642 | +0.2% | 0.22% | 0.0% |
| Q4 2020 | $424,000 | +20.1% | 4,632 | +6.3% | 0.22% | +1.9% |
| Q3 2020 | $353,000 | +3.2% | 4,358 | +0.3% | 0.21% | -2.8% |
| Q2 2020 | $342,000 | +11.8% | 4,345 | +0.3% | 0.22% | -3.5% |
| Q1 2020 | $306,000 | -24.1% | 4,331 | +0.7% | 0.23% | +3.7% |
| Q4 2019 | $403,000 | +6.6% | 4,299 | +0.8% | 0.22% | +1.4% |
| Q3 2019 | $378,000 | +2.2% | 4,265 | +0.9% | 0.22% | -0.5% |
| Q2 2019 | $370,000 | +2.8% | 4,229 | +0.7% | 0.22% | 0.0% |
| Q1 2019 | $360,000 | +10.8% | 4,201 | +0.7% | 0.22% | -5.3% |
| Q4 2018 | $325,000 | -9.0% | 4,171 | +1.7% | 0.23% | +1.8% |
| Q3 2018 | $357,000 | +4.7% | 4,103 | 0.0% | 0.22% | -4.7% |
| Q2 2018 | $341,000 | +2.1% | 4,103 | +1.4% | 0.24% | +0.4% |
| Q1 2018 | $334,000 | -3.5% | 4,045 | 0.0% | 0.23% | 0.0% |
| Q4 2017 | $346,000 | +138.6% | 4,045 | +126.7% | 0.23% | +122.9% |
| Q3 2017 | $145,000 | +26.1% | 1,784 | +21.3% | 0.10% | +18.0% |
| Q2 2017 | $115,000 | +0.9% | 1,471 | 0.0% | 0.09% | -2.2% |
| Q1 2017 | $114,000 | +3.6% | 1,471 | +1.3% | 0.09% | -3.2% |
| Q4 2016 | $110,000 | -9.1% | 1,452 | -13.2% | 0.09% | -6.0% |
| Q3 2016 | $121,000 | – | 1,673 | – | 0.10% | – |
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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% |