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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $195,436 | +8.5% | 1,751 | +0.4% | 0.14% | +2.9% |
| Q3 2023 | $180,193 | -2.3% | 1,744 | +0.3% | 0.14% | +3.0% |
| Q2 2023 | $184,455 | +101808.8% | 1,739 | +1.4% | 0.13% | -2.9% |
| Q1 2023 | $181 | -2.2% | 1,715 | +0.2% | 0.14% | -0.7% |
| Q4 2022 | $185 | -99.9% | 1,711 | +1.7% | 0.14% | +6.1% |
| Q3 2022 | $160,000 | -6.4% | 1,683 | +0.3% | 0.13% | -3.0% |
| Q2 2022 | $171,000 | -6.0% | 1,678 | +3.3% | 0.14% | +15.4% |
| Q1 2022 | $182,000 | 0.0% | 1,624 | 0.0% | 0.12% | 0.0% |
| Q4 2021 | $182,000 | +9.0% | 1,624 | +0.4% | 0.12% | +2.6% |
| Q3 2021 | $167,000 | -1.2% | 1,618 | +0.2% | 0.11% | +3.6% |
| Q2 2021 | $169,000 | +5.6% | 1,614 | +1.8% | 0.11% | -3.5% |
| Q1 2021 | $160,000 | -41.8% | 1,585 | -53.7% | 0.11% | -41.2% |
| Q4 2020 | $275,000 | +111.5% | 3,420 | +86.0% | 0.19% | +43.7% |
| Q1 2020 | $130,000 | -24.4% | 1,839 | +0.3% | 0.14% | +3.8% |
| Q4 2019 | $172,000 | +6.2% | 1,834 | +0.6% | 0.13% | 0.0% |
| Q3 2019 | $162,000 | +3.8% | 1,823 | +2.2% | 0.13% | -5.8% |
| Q2 2019 | $156,000 | +4.7% | 1,784 | +2.5% | 0.14% | -1.4% |
| Q1 2019 | $149,000 | +10.4% | 1,740 | +0.3% | 0.14% | -2.8% |
| Q4 2018 | $135,000 | -10.0% | 1,735 | +0.5% | 0.14% | +16.1% |
| Q3 2018 | $150,000 | +11.9% | 1,726 | +6.9% | 0.12% | +5.1% |
| Q2 2018 | $134,000 | +0.8% | 1,614 | +0.2% | 0.12% | +5.4% |
| Q1 2018 | $133,000 | 0.0% | 1,610 | +3.8% | 0.11% | +1.8% |
| Q4 2017 | $133,000 | -11.3% | 1,551 | -16.0% | 0.11% | -11.3% |
| Q3 2017 | $150,000 | -2.6% | 1,847 | -6.3% | 0.12% | -8.8% |
| Q2 2017 | $154,000 | +0.7% | 1,972 | +0.2% | 0.14% | -1.4% |
| Q1 2017 | $153,000 | – | 1,969 | – | 0.14% | – |
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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% |