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 | $158,906 | -2.6% | 1,538 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $163,136 | -18.4% | 1,538 | -18.9% | 0.06% | -23.3% |
| Q1 2023 | $200,028 | +97474.6% | 1,896 | 0.0% | 0.07% | -7.6% |
| Q4 2022 | $205 | -99.9% | 1,896 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $180,000 | -6.7% | 1,896 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $193,000 | -9.4% | 1,896 | 0.0% | 0.08% | +6.8% |
| Q1 2022 | $213,000 | 0.0% | 1,896 | 0.0% | 0.07% | -1.3% |
| Q4 2021 | $213,000 | +8.7% | 1,896 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $196,000 | -1.5% | 1,896 | 0.0% | 0.08% | -14.3% |
| Q2 2021 | $199,000 | +3.6% | 1,896 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $192,000 | +10.3% | 1,896 | 0.0% | 0.09% | -13.1% |
| Q4 2020 | $174,000 | +159.7% | 1,896 | +130.7% | 0.11% | +127.7% |
| Q3 2020 | $67,000 | +3.1% | 822 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $65,000 | +12.1% | 822 | 0.0% | 0.05% | -4.0% |
| Q1 2020 | $58,000 | -24.7% | 822 | 0.0% | 0.05% | -5.7% |
| Q4 2019 | $77,000 | +2.7% | 822 | -3.3% | 0.05% | +23.3% |
| Q3 2019 | $75,000 | +1.4% | 850 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $74,000 | +1.4% | 850 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $73,000 | +10.6% | 850 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $66,000 | -18.5% | 850 | -18.3% | 0.04% | -28.1% |
| Q1 2017 | $81,000 | – | 1,040 | – | 0.06% | – |
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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% |