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 | $1,735,879 | -1.9% | 16,801 | +0.7% | 0.86% | -11.3% |
| Q2 2023 | $1,769,884 | -0.5% | 16,686 | -1.0% | 0.96% | +7.6% |
| Q1 2023 | $1,779,047 | +0.7% | 16,863 | +3.2% | 0.90% | -0.3% |
| Q4 2022 | $1,767,394 | +16.0% | 16,333 | +1.7% | 0.90% | +8.3% |
| Q3 2022 | $1,523,000 | -6.6% | 16,056 | +0.2% | 0.83% | -1.5% |
| Q2 2022 | $1,630,000 | -7.7% | 16,019 | +1.8% | 0.84% | +5.9% |
| Q1 2022 | $1,766,000 | -0.9% | 15,739 | -1.0% | 0.80% | +2.0% |
| Q4 2021 | $1,782,000 | +5.4% | 15,896 | -2.8% | 0.78% | -1.9% |
| Q3 2021 | $1,690,000 | -9.1% | 16,349 | -7.9% | 0.80% | -12.1% |
| Q2 2021 | $1,860,000 | -3.9% | 17,750 | -7.2% | 0.91% | -11.1% |
| Q1 2021 | $1,935,000 | +13.1% | 19,135 | +2.3% | 1.02% | +3.8% |
| Q4 2020 | $1,711,000 | +20.5% | 18,700 | +6.6% | 0.98% | +2.3% |
| Q3 2020 | $1,420,000 | +17.2% | 17,550 | +14.1% | 0.96% | +7.6% |
| Q2 2020 | $1,212,000 | +14.9% | 15,385 | +3.2% | 0.89% | -2.9% |
| Q1 2020 | $1,055,000 | -10.4% | 14,902 | +18.5% | 0.92% | +7.5% |
| Q4 2019 | $1,178,000 | +10.5% | 12,571 | +4.7% | 0.86% | -1.6% |
| Q3 2019 | $1,066,000 | +7.4% | 12,007 | +5.6% | 0.87% | +2.8% |
| Q2 2019 | $993,000 | +5.8% | 11,367 | +3.8% | 0.84% | +2.2% |
| Q1 2019 | $939,000 | +14.1% | 10,954 | +3.8% | 0.83% | +2.5% |
| Q4 2018 | $823,000 | -12.4% | 10,552 | -2.3% | 0.81% | -1.6% |
| Q3 2018 | $940,000 | +6.8% | 10,796 | +1.9% | 0.82% | +2.1% |
| Q2 2018 | $880,000 | +9.0% | 10,593 | +8.4% | 0.80% | +5.4% |
| Q1 2018 | $807,000 | +7.3% | 9,774 | +11.3% | 0.76% | +7.9% |
| Q4 2017 | $752,000 | +10.9% | 8,782 | +5.0% | 0.71% | +8.6% |
| Q3 2017 | $678,000 | +7.6% | 8,362 | +3.8% | 0.65% | +5.7% |
| Q2 2017 | $630,000 | +4.0% | 8,057 | +3.3% | 0.62% | -1.3% |
| Q1 2017 | $606,000 | +6.3% | 7,797 | +3.7% | 0.62% | +17.3% |
| Q4 2016 | $570,000 | – | 7,522 | – | 0.53% | – |
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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% |