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 2020 | $696,000 | -67.1% | 8,605 | -68.0% | 0.02% | -83.4% |
| Q2 2020 | $2,116,000 | +13.5% | 26,859 | +1.9% | 0.15% | -6.8% |
| Q1 2020 | $1,865,000 | -38.6% | 26,355 | -18.6% | 0.16% | -20.6% |
| Q4 2019 | $3,035,000 | +26.0% | 32,392 | +19.3% | 0.20% | +15.9% |
| Q3 2019 | $2,409,000 | -3.4% | 27,145 | -4.9% | 0.18% | -5.9% |
| Q2 2019 | $2,495,000 | +2.2% | 28,558 | +0.2% | 0.19% | +1.6% |
| Q1 2019 | $2,441,000 | +10.9% | 28,497 | +0.9% | 0.18% | -6.1% |
| Q4 2018 | $2,202,000 | -11.2% | 28,239 | -0.8% | 0.20% | -3.9% |
| Q3 2018 | $2,480,000 | +4.9% | 28,479 | 0.0% | 0.20% | -4.7% |
| Q2 2018 | $2,365,000 | +1.2% | 28,479 | +0.5% | 0.21% | -2.7% |
| Q1 2018 | $2,338,000 | -2.4% | 28,345 | +1.3% | 0.22% | -5.6% |
| Q4 2017 | $2,396,000 | +20.6% | 27,978 | +14.2% | 0.23% | +7.9% |
| Q3 2017 | $1,986,000 | +1.1% | 24,500 | -2.5% | 0.22% | -7.3% |
| Q2 2017 | $1,964,000 | +328.8% | 25,129 | +325.9% | 0.23% | +258.5% |
| Q1 2017 | $458,000 | +2.0% | 5,900 | -0.3% | 0.06% | -3.0% |
| Q4 2016 | $449,000 | +17.8% | 5,920 | +12.1% | 0.07% | +13.6% |
| Q3 2016 | $381,000 | +1.1% | 5,281 | +0.1% | 0.06% | -6.3% |
| Q2 2016 | $377,000 | +3.6% | 5,274 | +0.2% | 0.06% | -1.6% |
| Q1 2016 | $364,000 | -33.2% | 5,265 | -35.5% | 0.06% | -36.6% |
| Q4 2015 | $545,000 | – | 8,158 | – | 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% |