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 | $674,531 | -4.3% | 6,529 | -1.7% | 0.42% | -0.7% |
| Q2 2023 | $704,847 | +2.6% | 6,645 | +0.1% | 0.42% | -3.4% |
| Q1 2023 | $687,239 | -12.3% | 6,636 | -8.4% | 0.44% | -15.1% |
| Q4 2022 | $783,539 | -1.2% | 7,241 | -2.8% | 0.52% | -1.5% |
| Q3 2022 | $793,000 | +3.3% | 7,451 | -1.3% | 0.52% | +5.0% |
| Q2 2022 | $768,000 | +50.0% | 7,551 | +65.7% | 0.50% | +75.4% |
| Q1 2022 | $512,000 | +35.8% | 4,558 | +35.7% | 0.28% | +41.1% |
| Q4 2021 | $377,000 | -1.6% | 3,360 | -9.4% | 0.20% | -11.0% |
| Q3 2021 | $383,000 | +14.3% | 3,710 | +16.1% | 0.23% | +15.8% |
| Q2 2021 | $335,000 | +27.9% | 3,195 | +23.1% | 0.20% | +37.1% |
| Q1 2021 | $262,000 | +12.0% | 2,595 | +1.4% | 0.14% | +2.1% |
| Q4 2020 | $234,000 | -3.7% | 2,560 | -14.8% | 0.14% | -14.6% |
| Q3 2020 | $243,000 | -0.4% | 3,005 | +3.3% | 0.16% | -13.7% |
| Q2 2020 | $244,000 | -9.0% | 2,910 | -23.2% | 0.19% | -23.7% |
| Q1 2020 | $268,000 | -19.8% | 3,790 | +6.5% | 0.25% | -6.7% |
| Q4 2019 | $334,000 | -3.2% | 3,560 | -8.4% | 0.27% | -11.3% |
| Q3 2019 | $345,000 | -0.3% | 3,885 | -1.8% | 0.30% | -0.3% |
| Q2 2019 | $346,000 | +5.5% | 3,955 | +3.3% | 0.30% | +3.8% |
| Q1 2019 | $328,000 | +9.7% | 3,830 | 0.0% | 0.29% | -1.7% |
| Q4 2018 | $299,000 | -20.3% | 3,830 | -11.0% | 0.30% | -5.1% |
| Q3 2018 | $375,000 | -11.6% | 4,305 | -15.7% | 0.31% | -17.5% |
| Q2 2018 | $424,000 | -1.2% | 5,105 | -1.8% | 0.38% | 0.0% |
| Q1 2018 | $429,000 | -3.6% | 5,200 | 0.0% | 0.38% | -5.7% |
| Q4 2017 | $445,000 | -6.9% | 5,200 | -11.9% | 0.40% | -8.9% |
| Q3 2017 | $478,000 | +3.7% | 5,900 | 0.0% | 0.44% | +3.5% |
| Q2 2017 | $461,000 | -2.5% | 5,900 | -3.0% | 0.42% | -3.8% |
| Q1 2017 | $473,000 | +2.6% | 6,085 | 0.0% | 0.44% | +3.5% |
| Q4 2016 | $461,000 | -15.3% | 6,085 | -19.2% | 0.43% | -12.9% |
| Q3 2016 | $544,000 | +3.6% | 7,535 | +2.5% | 0.49% | +4.7% |
| Q2 2016 | $525,000 | +6.3% | 7,350 | +2.8% | 0.47% | +3.3% |
| Q1 2016 | $494,000 | -3.3% | 7,150 | -6.5% | 0.45% | -15.5% |
| Q4 2015 | $511,000 | – | 7,650 | – | 0.54% | – |
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% |