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 | $2,149,579 | -1.9% | 20,805 | +0.7% | 0.08% | +1.3% |
| Q2 2023 | $2,192,202 | -37.9% | 20,668 | -38.2% | 0.08% | -40.0% |
| Q1 2023 | $3,530,482 | +835.6% | 33,464 | +861.6% | 0.12% | +557.9% |
| Q4 2022 | $377,359 | +72.3% | 3,480 | +51.0% | 0.02% | +46.2% |
| Q3 2022 | $219,000 | -6.4% | 2,305 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $234,000 | -67.5% | 2,305 | -64.1% | 0.01% | -64.9% |
| Q1 2022 | $721,000 | +0.1% | 6,424 | 0.0% | 0.04% | +5.7% |
| Q4 2021 | $720,000 | +5.0% | 6,424 | -3.3% | 0.04% | -5.4% |
| Q3 2021 | $686,000 | -1.6% | 6,641 | -0.1% | 0.04% | -2.6% |
| Q2 2021 | $697,000 | +3.7% | 6,650 | +0.0% | 0.04% | -11.6% |
| Q1 2021 | $672,000 | +3.5% | 6,647 | -6.3% | 0.04% | -6.5% |
| Q4 2020 | $649,000 | +20.9% | 7,091 | +6.8% | 0.05% | +2.2% |
| Q3 2020 | $537,000 | +10.7% | 6,639 | +7.9% | 0.04% | -4.3% |
| Q2 2020 | $485,000 | +76.4% | 6,151 | +58.3% | 0.05% | +38.2% |
| Q1 2020 | $275,000 | -24.5% | 3,885 | +0.1% | 0.03% | -5.6% |
| Q4 2019 | $364,000 | +22.1% | 3,881 | +15.4% | 0.04% | +5.9% |
| Q3 2019 | $298,000 | +1.0% | 3,362 | -0.6% | 0.03% | 0.0% |
| Q2 2019 | $295,000 | -2.6% | 3,381 | -4.4% | 0.03% | -8.1% |
| Q1 2019 | $303,000 | +1.0% | 3,538 | -7.9% | 0.04% | -14.0% |
| Q4 2018 | $300,000 | -38.4% | 3,842 | -30.8% | 0.04% | -32.8% |
| Q3 2018 | $487,000 | +5.6% | 5,549 | 0.0% | 0.06% | +3.2% |
| Q2 2018 | $461,000 | +0.9% | 5,549 | +0.1% | 0.06% | +12.7% |
| Q1 2018 | $457,000 | -6.2% | 5,541 | -2.6% | 0.06% | -6.8% |
| Q4 2017 | $487,000 | -15.5% | 5,689 | -20.0% | 0.06% | -22.4% |
| Q3 2017 | $576,000 | -25.5% | 7,107 | -28.1% | 0.08% | -30.3% |
| Q2 2017 | $773,000 | -3.9% | 9,887 | -4.5% | 0.11% | -6.8% |
| Q1 2017 | $804,000 | +37.9% | 10,349 | +34.6% | 0.12% | +25.8% |
| Q4 2016 | $583,000 | +5.4% | 7,688 | +0.2% | 0.09% | -3.1% |
| Q3 2016 | $553,000 | +1.1% | 7,672 | +0.2% | 0.10% | -8.6% |
| Q2 2016 | $547,000 | +3.0% | 7,655 | -0.4% | 0.10% | -1.9% |
| Q1 2016 | $531,000 | +25.2% | 7,688 | +21.1% | 0.11% | +7.0% |
| Q4 2015 | $424,000 | +6.5% | 6,346 | -0.1% | 0.10% | -3.8% |
| Q3 2015 | $398,000 | -16.6% | 6,353 | -9.6% | 0.10% | -12.6% |
| Q2 2015 | $477,000 | -0.6% | 7,028 | 0.0% | 0.12% | -2.5% |
| Q1 2015 | $480,000 | +1.3% | 7,028 | +1.9% | 0.12% | -3.9% |
| Q4 2014 | $474,000 | +39.8% | 6,897 | +35.0% | 0.13% | +28.3% |
| Q3 2014 | $339,000 | +32.9% | 5,107 | +32.7% | 0.10% | +37.5% |
| Q2 2014 | $255,000 | – | 3,849 | – | 0.07% | – |
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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% |