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 | $5,608 | +1.2% | 54,286 | +3.9% | 1.72% | +8.7% |
| Q2 2023 | $5,541 | -0.3% | 52,250 | -0.8% | 1.58% | -2.3% |
| Q1 2023 | $5,555 | +2.4% | 52,663 | +5.1% | 1.62% | -1.5% |
| Q4 2022 | $5,425 | -99.8% | 50,131 | +53.3% | 1.64% | +62.2% |
| Q3 2022 | $3,104,000 | -11.4% | 32,708 | -5.0% | 1.01% | -3.2% |
| Q2 2022 | $3,503,000 | -8.1% | 34,445 | +1.4% | 1.05% | +4.2% |
| Q1 2022 | $3,811,000 | +2.8% | 33,960 | +2.7% | 1.00% | +4.6% |
| Q4 2021 | $3,707,000 | +15.1% | 33,069 | +6.1% | 0.96% | +5.1% |
| Q3 2021 | $3,221,000 | +2.5% | 31,164 | +3.9% | 0.91% | +0.7% |
| Q2 2021 | $3,142,000 | +4.8% | 29,992 | +1.2% | 0.91% | -14.6% |
| Q1 2021 | $2,998,000 | +55.9% | 29,649 | +41.1% | 1.06% | +39.2% |
| Q4 2020 | $1,923,000 | +14.6% | 21,014 | +1.3% | 0.76% | +3.2% |
| Q3 2020 | $1,678,000 | +14.1% | 20,735 | +11.2% | 0.74% | +4.4% |
| Q2 2020 | $1,470,000 | +64.8% | 18,652 | +47.9% | 0.71% | +42.5% |
| Q1 2020 | $892,000 | -6.3% | 12,607 | +24.1% | 0.50% | +11.7% |
| Q4 2019 | $952,000 | +31.1% | 10,161 | +24.2% | 0.44% | +18.0% |
| Q3 2019 | $726,000 | +116.7% | 8,184 | +114.0% | 0.38% | +106.0% |
| Q2 2019 | $335,000 | +498.2% | 3,825 | +485.8% | 0.18% | +471.9% |
| Q1 2019 | $56,000 | +273.3% | 653 | +229.8% | 0.03% | +220.0% |
| Q4 2018 | $15,000 | -28.6% | 198 | -18.9% | 0.01% | -23.1% |
| Q3 2018 | $21,000 | – | 244 | – | 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% |