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 | $1,943,027 | +7.7% | 18,782 | +10.4% | 0.12% | -21.7% |
| Q2 2023 | $1,804,566 | +1.5% | 17,013 | +0.9% | 0.15% | -1.9% |
| Q1 2023 | $1,778,326 | +3.8% | 16,856 | +6.5% | 0.16% | -7.7% |
| Q4 2022 | $1,713,424 | +13.0% | 15,834 | -0.9% | 0.17% | +3.1% |
| Q3 2022 | $1,516,000 | -52.7% | 15,981 | -49.3% | 0.16% | -37.8% |
| Q2 2022 | $3,203,000 | +526.8% | 31,497 | +591.5% | 0.26% | +367.9% |
| Q1 2022 | $511,000 | +0.2% | 4,555 | +0.1% | 0.06% | +3.7% |
| Q4 2021 | $510,000 | +8.5% | 4,551 | +0.1% | 0.05% | -6.9% |
| Q3 2021 | $470,000 | -1.3% | 4,546 | +0.1% | 0.06% | -4.9% |
| Q2 2021 | $476,000 | +8.2% | 4,541 | +4.4% | 0.06% | -4.7% |
| Q1 2021 | $440,000 | +13.1% | 4,349 | +2.3% | 0.06% | +3.2% |
| Q4 2020 | $389,000 | +12.4% | 4,252 | -0.6% | 0.06% | -27.1% |
| Q3 2020 | $346,000 | +0.6% | 4,276 | -2.3% | 0.08% | -26.1% |
| Q2 2020 | $344,000 | +12.8% | 4,378 | +1.2% | 0.12% | -14.8% |
| Q1 2020 | $305,000 | -21.8% | 4,324 | +3.7% | 0.14% | -28.2% |
| Q4 2019 | $390,000 | +5.4% | 4,171 | +0.1% | 0.19% | +8.0% |
| Q3 2019 | $370,000 | -90.2% | 4,167 | -3.4% | 0.17% | +13.7% |
| Q2 2019 | $3,770,000 | +826.3% | 4,314 | -9.1% | 0.15% | -17.3% |
| Q1 2019 | $407,000 | +3.8% | 4,746 | -5.6% | 0.18% | -19.9% |
| Q4 2018 | $392,000 | +13.6% | 5,026 | +26.8% | 0.23% | +56.1% |
| Q3 2018 | $345,000 | -38.5% | 3,965 | -41.3% | 0.15% | -43.9% |
| Q2 2018 | $561,000 | -22.9% | 6,752 | -23.5% | 0.26% | -27.3% |
| Q1 2018 | $728,000 | +3.0% | 8,823 | +3.2% | 0.36% | -16.7% |
| Q4 2017 | $707,000 | +5.5% | 8,551 | +3.6% | 0.44% | +2.6% |
| Q3 2017 | $670,000 | -2.9% | 8,250 | -6.6% | 0.42% | -2.7% |
| Q2 2017 | $690,000 | +5.2% | 8,830 | +4.4% | 0.44% | +11.2% |
| Q1 2017 | $656,000 | +15.1% | 8,455 | +12.5% | 0.39% | -13.1% |
| Q4 2016 | $570,000 | – | 7,513 | – | 0.45% | – |
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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% |