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 | $589,441 | -48.2% | 5,705 | -46.8% | 0.47% | +148.4% |
| Q2 2023 | $1,138,101 | -6.2% | 10,730 | -6.7% | 0.19% | -16.3% |
| Q1 2023 | $1,213,224 | +0.8% | 11,500 | +3.4% | 0.23% | -8.8% |
| Q4 2022 | $1,203,943 | +5.0% | 11,126 | -7.9% | 0.25% | +8.7% |
| Q3 2022 | $1,147,000 | -5.8% | 12,086 | +1.0% | 0.23% | 0.0% |
| Q2 2022 | $1,217,000 | +62.5% | 11,966 | +79.2% | 0.23% | +90.8% |
| Q1 2022 | $749,000 | +10.5% | 6,679 | +10.5% | 0.12% | +21.2% |
| Q4 2021 | $678,000 | +9.5% | 6,045 | +0.8% | 0.10% | +3.1% |
| Q3 2021 | $619,000 | +3.2% | 5,997 | +4.6% | 0.10% | 0.0% |
| Q2 2021 | $600,000 | -12.2% | 5,731 | -15.1% | 0.10% | -23.2% |
| Q1 2021 | $683,000 | +3.0% | 6,747 | -6.9% | 0.12% | -8.8% |
| Q4 2020 | $663,000 | +75.4% | 7,244 | +51.1% | 0.14% | +39.8% |
| Q2 2020 | $378,000 | +66.5% | 4,793 | +49.5% | 0.10% | +38.0% |
| Q1 2020 | $227,000 | +4.6% | 3,206 | +31.2% | 0.07% | -9.0% |
| Q4 2019 | $217,000 | 0.0% | 2,444 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $217,000 | +146.6% | 2,444 | +117.6% | 0.08% | +90.2% |
| Q2 2017 | $88,000 | – | 1,123 | – | 0.04% | – |
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% |