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 | $2,773,161 | -19.6% | 26,840 | -17.4% | 0.14% | -21.7% |
| Q2 2023 | $3,448,016 | -0.8% | 32,507 | -1.3% | 0.18% | -9.1% |
| Q1 2023 | $3,474,123 | +26.1% | 32,930 | +29.3% | 0.20% | +14.5% |
| Q4 2022 | $2,755,457 | +22.7% | 25,464 | +7.6% | 0.17% | +1.2% |
| Q3 2022 | $2,245,000 | +87.9% | 23,661 | +101.4% | 0.17% | +62.9% |
| Q2 2022 | $1,195,000 | +2.3% | 11,748 | +13.0% | 0.10% | +18.0% |
| Q1 2022 | $1,168,000 | +7.5% | 10,401 | +7.3% | 0.09% | +11.2% |
| Q4 2021 | $1,087,000 | +27.6% | 9,692 | +17.5% | 0.08% | +15.9% |
| Q3 2021 | $852,000 | +10.1% | 8,248 | +11.7% | 0.07% | +40.8% |
| Q2 2021 | $774,000 | +32.3% | 7,384 | +27.7% | 0.05% | +16.7% |
| Q1 2021 | $585,000 | +13.2% | 5,784 | +2.3% | 0.04% | -2.3% |
| Q4 2020 | $517,000 | -3.2% | 5,654 | -14.4% | 0.04% | -20.4% |
| Q3 2020 | $534,000 | +10.6% | 6,604 | +7.7% | 0.05% | -18.2% |
| Q2 2020 | $483,000 | -23.2% | 6,131 | -31.1% | 0.07% | -27.5% |
| Q1 2020 | $629,000 | -41.2% | 8,894 | -22.1% | 0.09% | -28.3% |
| Q4 2019 | $1,070,000 | -8.7% | 11,415 | -13.5% | 0.13% | -20.1% |
| Q3 2019 | $1,172,000 | +6.4% | 13,198 | +4.7% | 0.16% | -0.6% |
| Q2 2019 | $1,101,000 | +8.3% | 12,604 | +6.2% | 0.16% | -5.3% |
| Q1 2019 | $1,017,000 | +39.5% | 11,868 | +27.0% | 0.17% | +20.7% |
| Q4 2018 | $729,000 | +42.9% | 9,347 | +59.7% | 0.14% | +27.3% |
| Q3 2018 | $510,000 | +20.9% | 5,854 | +15.3% | 0.11% | +1.9% |
| Q2 2018 | $422,000 | +6.8% | 5,077 | +3.7% | 0.11% | +1.9% |
| Q1 2018 | $395,000 | -11.4% | 4,896 | -4.3% | 0.11% | -10.2% |
| Q4 2017 | $446,000 | +829.2% | 5,115 | +780.4% | 0.12% | +490.0% |
| Q3 2017 | $48,000 | -84.6% | 581 | +0.2% | 0.02% | -86.8% |
| Q2 2017 | $311,000 | +740.5% | 580 | +21.1% | 0.15% | +504.0% |
| Q1 2017 | $37,000 | +2.8% | 479 | +0.2% | 0.02% | -7.4% |
| Q4 2016 | $36,000 | – | 478 | – | 0.03% | – |
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% |