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 | $151,200,731 | -3.6% | 1,463,131 | -1.0% | 0.22% | -20.9% |
Q2 2023 | $156,786,852 | -3.2% | 1,478,510 | -3.7% | 0.28% | -7.5% |
Q1 2023 | $162,033,587 | -2.1% | 1,534,697 | +0.4% | 0.30% | -9.0% |
Q4 2022 | $165,455,921 | +46.7% | 1,528,788 | +28.7% | 0.34% | +29.8% |
Q3 2022 | $112,749,000 | +6.0% | 1,188,105 | +13.7% | 0.26% | +9.8% |
Q2 2022 | $106,365,000 | +6.4% | 1,044,752 | +9.0% | 0.24% | +21.1% |
Q1 2022 | $100,003,000 | +0.6% | 958,511 | +8.1% | 0.19% | +3.2% |
Q4 2021 | $99,416,000 | +9.3% | 886,354 | +0.8% | 0.19% | -1.1% |
Q3 2021 | $90,977,000 | +6.5% | 879,465 | +7.9% | 0.19% | +2.7% |
Q2 2021 | $85,459,000 | +7.3% | 815,289 | +3.5% | 0.18% | -3.6% |
Q1 2021 | $79,650,000 | +10.6% | 787,604 | +0.1% | 0.19% | 0.0% |
Q4 2020 | $71,998,000 | +7.5% | 786,699 | -5.1% | 0.19% | -4.0% |
Q3 2020 | $66,970,000 | +2.1% | 828,554 | -0.4% | 0.20% | -9.1% |
Q2 2020 | $65,576,000 | -4.6% | 832,225 | -60.7% | 0.22% | -22.0% |
Q1 2020 | $68,763,000 | – | 2,118,445 | – | 0.28% | – |
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% |