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 | $977,091 | -3.5% | 9,455 | -0.9% | 0.09% | +2.2% |
| Q2 2023 | $1,012,483 | -0.9% | 9,545 | -1.4% | 0.09% | -10.0% |
| Q1 2023 | $1,021,417 | +8.3% | 9,682 | -2.5% | 0.10% | -4.8% |
| Q3 2022 | $943,000 | -9.7% | 9,935 | -3.2% | 0.10% | -9.5% |
| Q2 2022 | $1,044,000 | -8.7% | 10,264 | +0.8% | 0.12% | +4.5% |
| Q1 2022 | $1,143,000 | -7.8% | 10,186 | -8.0% | 0.11% | -5.9% |
| Q4 2021 | $1,240,000 | +4.9% | 11,069 | -3.2% | 0.12% | -6.3% |
| Q3 2021 | $1,182,000 | -25.5% | 11,440 | -24.5% | 0.13% | -24.6% |
| Q2 2021 | $1,587,000 | -8.1% | 15,144 | -11.3% | 0.17% | -18.1% |
| Q1 2021 | $1,726,000 | +0.1% | 17,070 | -9.4% | 0.20% | -6.0% |
| Q4 2020 | $1,725,000 | +10.9% | 18,845 | -1.9% | 0.22% | -6.1% |
| Q3 2020 | $1,555,000 | -2.1% | 19,215 | -4.7% | 0.23% | -10.1% |
| Q2 2020 | $1,588,000 | -27.5% | 20,162 | -34.8% | 0.26% | -39.1% |
| Q1 2020 | $2,189,000 | -29.1% | 30,939 | -6.1% | 0.42% | -15.6% |
| Q4 2019 | $3,088,000 | +16.8% | 32,953 | +10.6% | 0.50% | +7.3% |
| Q3 2019 | $2,643,000 | +5.9% | 29,790 | +4.2% | 0.47% | +4.0% |
| Q2 2019 | $2,496,000 | +28.4% | 28,579 | +15.1% | 0.45% | +89.8% |
| Q1 2019 | $1,944,000 | +1.6% | 24,821 | +1.4% | 0.24% | -42.3% |
| Q4 2018 | $1,914,000 | -90.4% | 24,483 | -98.5% | 0.41% | +62.9% |
| Q3 2018 | $19,965,000 | -11.6% | 1,635,771 | -12.7% | 0.25% | -1.6% |
| Q2 2018 | $22,579,000 | +1150.2% | 1,874,206 | +8267.4% | 0.26% | -26.1% |
| Q1 2018 | $1,806,000 | -1.4% | 22,399 | +6.5% | 0.34% | +0.3% |
| Q4 2017 | $1,832,000 | +12.5% | 21,035 | +5.4% | 0.34% | +1.8% |
| Q3 2017 | $1,629,000 | +10.7% | 19,965 | +6.1% | 0.34% | +2.4% |
| Q2 2017 | $1,472,000 | +44.2% | 18,810 | +42.6% | 0.33% | +30.4% |
| Q1 2017 | $1,021,000 | +15.2% | 13,190 | +13.3% | 0.25% | -10.9% |
| Q4 2016 | $886,000 | +6.0% | 11,639 | -0.5% | 0.28% | -8.1% |
| Q3 2016 | $836,000 | +24.2% | 11,697 | +21.7% | 0.31% | -39.5% |
| Q1 2016 | $673,000 | – | 9,612 | – | 0.51% | – |
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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% |