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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $203,000 | -19.8% | 1,808 | -19.9% | 0.05% | -16.4% |
| Q4 2021 | $253,000 | +1.6% | 2,258 | 0.0% | 0.06% | +3.8% |
| Q3 2021 | $249,000 | +9.2% | 2,258 | 0.0% | 0.05% | -7.0% |
| Q1 2021 | $228,000 | +10.1% | 2,258 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $207,000 | +78.4% | 2,258 | +67.3% | 0.06% | +34.9% |
| Q1 2019 | $116,000 | +10.5% | 1,350 | 0.0% | 0.04% | -8.5% |
| Q4 2018 | $105,000 | -11.0% | 1,350 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $118,000 | +5.4% | 1,350 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $112,000 | +0.9% | 1,350 | 0.0% | 0.05% | +4.4% |
| Q1 2018 | $111,000 | +4.7% | 1,350 | 0.0% | 0.04% | -10.0% |
| Q2 2017 | $106,000 | – | 1,350 | – | 0.05% | – |
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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% |