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 | $728 | -7.5% | 7,048 | -5.1% | 0.12% | -11.9% |
| Q2 2023 | $787 | -5.5% | 7,424 | -5.9% | 0.13% | -13.0% |
| Q1 2023 | $833 | +1.1% | 7,893 | +3.6% | 0.15% | -6.7% |
| Q4 2022 | $824 | -99.9% | 7,618 | -0.1% | 0.16% | +7.1% |
| Q3 2022 | $724,000 | -6.7% | 7,628 | 0.0% | 0.15% | +10.0% |
| Q2 2022 | $776,000 | -1.3% | 7,628 | +9.0% | 0.14% | +12.9% |
| Q1 2022 | $786,000 | -1.8% | 7,000 | -2.0% | 0.12% | +11.7% |
| Q4 2021 | $800,000 | +4.6% | 7,140 | -3.5% | 0.11% | -5.1% |
| Q3 2021 | $765,000 | +4.1% | 7,400 | +1.7% | 0.12% | -1.7% |
| Q1 2021 | $735,000 | +6.2% | 7,275 | -3.8% | 0.12% | +3.5% |
| Q4 2020 | $692,000 | +12.7% | 7,565 | -0.4% | 0.12% | +0.9% |
| Q3 2020 | $614,000 | -16.5% | 7,592 | -18.6% | 0.11% | -27.8% |
| Q2 2020 | $735,000 | +10.9% | 9,327 | -0.5% | 0.16% | -7.1% |
| Q1 2020 | $663,000 | -25.2% | 9,377 | -0.8% | 0.17% | +1.8% |
| Q4 2019 | $886,000 | +3.1% | 9,451 | -2.4% | 0.17% | -12.1% |
| Q3 2019 | $859,000 | +1.5% | 9,684 | 0.0% | 0.19% | -42.4% |
| Q2 2019 | $846,000 | +1.9% | 9,684 | 0.0% | 0.33% | +6.1% |
| Q1 2019 | $830,000 | +3.4% | 9,684 | -6.0% | 0.31% | -14.8% |
| Q4 2018 | $803,000 | -12.0% | 10,299 | -1.6% | 0.36% | -5.2% |
| Q3 2018 | $912,000 | +4.5% | 10,469 | -0.4% | 0.38% | +0.3% |
| Q2 2018 | $873,000 | +0.1% | 10,509 | -0.6% | 0.38% | -0.8% |
| Q1 2018 | $872,000 | -3.6% | 10,569 | 0.0% | 0.39% | +1.3% |
| Q4 2017 | $905,000 | +3.9% | 10,569 | -1.6% | 0.38% | -2.8% |
| Q3 2017 | $871,000 | -11.4% | 10,743 | -14.6% | 0.39% | -18.6% |
| Q2 2017 | $983,000 | -3.4% | 12,581 | -4.0% | 0.48% | -5.7% |
| Q1 2017 | $1,018,000 | – | 13,104 | – | 0.51% | – |
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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% |