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 2021 | $1,942,000 | +8.5% | 17,321 | 0.0% | 0.59% | -3.8% |
| Q3 2021 | $1,790,000 | -1.4% | 17,321 | 0.0% | 0.61% | -2.9% |
| Q2 2021 | $1,815,000 | +3.7% | 17,321 | 0.0% | 0.63% | -8.0% |
| Q1 2021 | $1,751,000 | +10.6% | 17,321 | +0.1% | 0.68% | +5.9% |
| Q4 2020 | $1,583,000 | +513.6% | 17,300 | -0.6% | 0.65% | +434.7% |
| Q3 2020 | $258,000 | -58.6% | 17,400 | +97.7% | 0.12% | -70.9% |
| Q1 2020 | $623,000 | -36.6% | 8,800 | -16.0% | 0.42% | -31.6% |
| Q4 2019 | $982,000 | -47.1% | 10,475 | -50.4% | 0.61% | -27.8% |
| Q3 2019 | $1,858,000 | +101.5% | 21,100 | +100.0% | 0.84% | +42.2% |
| Q2 2019 | $922,000 | +55.0% | 10,550 | +51.8% | 0.59% | +40.3% |
| Q1 2019 | $595,000 | +9.8% | 6,950 | 0.0% | 0.42% | -6.4% |
| Q4 2018 | $542,000 | -10.4% | 6,950 | 0.0% | 0.45% | +0.7% |
| Q3 2018 | $605,000 | +4.9% | 6,950 | 0.0% | 0.45% | +10.9% |
| Q2 2018 | $577,000 | +0.7% | 6,950 | 0.0% | 0.40% | -5.6% |
| Q1 2018 | $573,000 | -3.7% | 6,950 | 0.0% | 0.43% | -5.9% |
| Q4 2017 | $595,000 | +5.7% | 6,950 | 0.0% | 0.46% | -1.1% |
| Q3 2017 | $563,000 | +3.7% | 6,950 | 0.0% | 0.46% | +0.9% |
| Q2 2017 | $543,000 | +31.8% | 6,950 | +31.1% | 0.46% | +67.6% |
| Q1 2017 | $412,000 | +2.5% | 5,300 | 0.0% | 0.27% | +1.9% |
| Q4 2016 | $402,000 | – | 5,300 | – | 0.27% | – |
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% |