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 | $398,464 | -4.3% | 3,857 | -1.8% | 0.04% | +2.9% |
| Q2 2023 | $416,388 | +0.5% | 3,926 | +0.0% | 0.04% | -7.9% |
| Q1 2023 | $414,134 | +0.5% | 3,925 | +3.1% | 0.04% | -7.3% |
| Q4 2022 | $411,955 | +8.4% | 3,807 | -5.0% | 0.04% | 0.0% |
| Q3 2022 | $380,000 | -6.9% | 4,008 | 0.0% | 0.04% | +20.6% |
| Q2 2022 | $408,000 | -11.9% | 4,008 | -2.9% | 0.03% | +6.2% |
| Q1 2022 | $463,000 | -5.9% | 4,127 | -6.0% | 0.03% | -3.0% |
| Q4 2021 | $492,000 | +8.4% | 4,391 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $454,000 | -2.2% | 4,391 | -1.0% | 0.03% | 0.0% |
| Q2 2021 | $464,000 | +3.6% | 4,434 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $448,000 | +1.1% | 4,434 | -8.5% | 0.04% | -5.4% |
| Q4 2020 | $443,000 | +10.8% | 4,846 | -2.0% | 0.04% | 0.0% |
| Q3 2020 | $400,000 | +32.9% | 4,947 | +29.3% | 0.04% | +23.3% |
| Q2 2020 | $301,000 | +15.8% | 3,826 | +4.0% | 0.03% | -11.8% |
| Q1 2020 | $260,000 | -54.1% | 3,680 | -39.1% | 0.03% | -38.2% |
| Q4 2019 | $566,000 | +5.6% | 6,042 | 0.0% | 0.06% | -5.2% |
| Q3 2019 | $536,000 | -30.2% | 6,042 | -31.3% | 0.06% | -30.1% |
| Q2 2019 | $768,000 | +2.1% | 8,794 | +0.2% | 0.08% | -8.8% |
| Q1 2019 | $752,000 | +9.9% | 8,779 | +0.1% | 0.09% | -15.7% |
| Q4 2018 | $684,000 | +1.3% | 8,769 | +13.2% | 0.11% | +68.8% |
| Q3 2018 | $675,000 | +45.8% | 7,747 | +39.1% | 0.06% | +42.2% |
| Q2 2018 | $463,000 | -14.6% | 5,569 | -15.2% | 0.04% | -19.6% |
| Q1 2018 | $542,000 | -3.6% | 6,569 | 0.0% | 0.06% | -23.3% |
| Q4 2017 | $562,000 | +2.2% | 6,569 | -3.2% | 0.07% | +1.4% |
| Q3 2017 | $550,000 | +4.4% | 6,785 | +0.7% | 0.07% | +4.3% |
| Q2 2017 | $527,000 | -16.1% | 6,737 | -16.7% | 0.07% | -15.9% |
| Q1 2017 | $628,000 | -0.5% | 8,083 | -2.9% | 0.08% | +2.5% |
| Q4 2016 | $631,000 | +5.3% | 8,327 | +0.3% | 0.08% | 0.0% |
| Q3 2016 | $599,000 | -8.7% | 8,304 | -9.6% | 0.08% | -3.6% |
| Q2 2016 | $656,000 | +21.9% | 9,188 | +17.9% | 0.08% | +25.8% |
| Q1 2016 | $538,000 | -35.8% | 7,793 | -38.0% | 0.07% | -30.5% |
| Q4 2015 | $838,000 | – | 12,563 | – | 0.10% | – |
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% |