VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,274 | -49.0% | 5,432 | -47.7% | 0.12% | -44.2% |
| Q2 2023 | $1,101,045 | -10.9% | 10,380 | -11.4% | 0.21% | -17.1% |
| Q1 2023 | $1,235,545 | +4.7% | 11,711 | +7.4% | 0.25% | +57.9% |
| Q4 2022 | $1,180,440 | +34.6% | 10,909 | +18.0% | 0.16% | -25.7% |
| Q3 2022 | $877,000 | +5.8% | 9,245 | +13.4% | 0.21% | +27.4% |
| Q2 2022 | $829,000 | +53.2% | 8,154 | +69.1% | 0.17% | +75.0% |
| Q1 2022 | $541,000 | +63.9% | 4,821 | +63.9% | 0.10% | +74.5% |
| Q4 2021 | $330,000 | -8.1% | 2,942 | -15.2% | 0.06% | -14.1% |
| Q3 2021 | $359,000 | +10.1% | 3,469 | +11.5% | 0.06% | +6.7% |
| Q2 2021 | $326,000 | +5.8% | 3,112 | +2.1% | 0.06% | -15.5% |
| Q1 2021 | $308,000 | -17.4% | 3,047 | -25.2% | 0.07% | -24.5% |
| Q4 2020 | $373,000 | -28.7% | 4,072 | -37.0% | 0.09% | -44.7% |
| Q3 2020 | $523,000 | +1.2% | 6,462 | -1.5% | 0.17% | -14.1% |
| Q2 2020 | $517,000 | +33.6% | 6,560 | +19.9% | 0.20% | +11.9% |
| Q1 2020 | $387,000 | +43.9% | 5,470 | +90.5% | 0.18% | +75.2% |
| Q4 2019 | $269,000 | -1.5% | 2,871 | -6.8% | 0.10% | -17.9% |
| Q3 2019 | $273,000 | +0.7% | 3,079 | 0.0% | 0.12% | +5.1% |
| Q2 2019 | $271,000 | +12.9% | 3,079 | +9.8% | 0.12% | -4.9% |
| Q1 2019 | $240,000 | +130.8% | 2,804 | +109.9% | 0.12% | +80.9% |
| Q4 2018 | $104,000 | +85.7% | 1,336 | +108.8% | 0.07% | +106.1% |
| Q3 2018 | $56,000 | +27.3% | 640 | +17.6% | 0.03% | 0.0% |
| Q1 2018 | $44,000 | -12.0% | 544 | -4.6% | 0.03% | -10.8% |
| Q4 2017 | $50,000 | +16.3% | 570 | +9.4% | 0.04% | -2.6% |
| Q3 2017 | $43,000 | +7.5% | 521 | +0.8% | 0.04% | -9.5% |
| Q2 2017 | $40,000 | 0.0% | 517 | +0.8% | 0.04% | 0.0% |
| Q1 2017 | $40,000 | +2.6% | 513 | +0.8% | 0.04% | -20.8% |
| Q4 2016 | $39,000 | – | 509 | – | 0.05% | – |
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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% |