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 | $3,342,389 | -4.3% | 32,350 | -1.8% | 0.33% | -5.5% |
| Q2 2023 | $3,493,827 | +0.1% | 32,939 | -0.4% | 0.35% | -16.0% |
| Q1 2023 | $3,489,089 | -5.8% | 33,072 | -3.3% | 0.41% | -6.2% |
| Q4 2022 | $3,702,714 | +16.3% | 34,218 | +2.0% | 0.44% | +6.3% |
| Q3 2022 | $3,184,000 | -3.4% | 33,555 | +3.5% | 0.41% | +3.5% |
| Q2 2022 | $3,296,000 | -8.6% | 32,412 | +0.9% | 0.40% | +1.5% |
| Q1 2022 | $3,607,000 | +2.5% | 32,137 | +2.4% | 0.39% | -5.8% |
| Q4 2021 | $3,518,000 | +14.3% | 31,378 | +5.3% | 0.42% | +7.2% |
| Q3 2021 | $3,079,000 | -49.7% | 29,793 | -49.0% | 0.39% | -49.5% |
| Q2 2021 | $6,124,000 | +2.6% | 58,450 | -1.0% | 0.77% | -8.7% |
| Q1 2021 | $5,969,000 | +20.1% | 59,053 | +8.7% | 0.84% | +14.2% |
| Q4 2020 | $4,969,000 | +14.7% | 54,304 | +1.4% | 0.74% | -9.4% |
| Q3 2020 | $4,333,000 | +1.4% | 53,536 | -1.3% | 0.82% | -5.8% |
| Q2 2020 | $4,273,000 | +10.9% | 54,238 | -0.4% | 0.86% | -8.0% |
| Q1 2020 | $3,852,000 | +168.2% | 54,452 | +255.4% | 0.94% | +144.8% |
| Q4 2019 | $1,436,000 | +17.2% | 15,323 | +11.0% | 0.38% | +12.3% |
| Q3 2019 | $1,225,000 | +8.2% | 13,801 | +7.3% | 0.34% | -0.6% |
| Q2 2019 | $1,132,000 | +103.6% | 12,860 | +98.0% | 0.34% | +66.2% |
| Q1 2019 | $556,000 | +578.0% | 6,496 | +515.2% | 0.21% | +491.4% |
| Q4 2018 | $82,000 | – | 1,056 | – | 0.04% | – |
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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% |