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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $34,000 | -8.1% | 330 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $37,000 | 0.0% | 330 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $37,000 | +8.8% | 330 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $34,000 | -2.9% | 330 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $35,000 | +6.1% | 330 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $33,000 | +10.0% | 330 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $30,000 | +11.1% | 330 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $27,000 | +8.0% | 330 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | -32.4% | 330 | -37.3% | 0.01% | -50.0% |
| Q1 2020 | $37,000 | -24.5% | 526 | 0.0% | 0.02% | -13.0% |
| Q4 2019 | $49,000 | +4.3% | 526 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $47,000 | +2.2% | 526 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $46,000 | +2.2% | 526 | 0.0% | 0.02% | +4.3% |
| Q1 2019 | $45,000 | +9.8% | 526 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $41,000 | -10.9% | 526 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $46,000 | +7.0% | 526 | 0.0% | 0.02% | -4.0% |
| Q2 2018 | $43,000 | 0.0% | 526 | 0.0% | 0.02% | -3.8% |
| Q1 2018 | $43,000 | – | 526 | – | 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% |