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 | $863,825 | -1.8% | 8,361 | +0.8% | 0.05% | -5.4% |
| Q2 2023 | $879,657 | +1.1% | 8,293 | +0.5% | 0.06% | -3.4% |
| Q1 2023 | $870,185 | +28.8% | 8,248 | +32.1% | 0.06% | +23.4% |
| Q4 2022 | $675,457 | +27.7% | 6,242 | +12.0% | 0.05% | +6.8% |
| Q3 2022 | $529,000 | 0.0% | 5,571 | +7.0% | 0.04% | -4.3% |
| Q2 2022 | $529,000 | +158.0% | 5,206 | +185.3% | 0.05% | +155.6% |
| Q1 2022 | $205,000 | +65.3% | 1,825 | +65.2% | 0.02% | +63.6% |
| Q4 2021 | $124,000 | +785.7% | 1,105 | +718.5% | 0.01% | +1000.0% |
| Q3 2021 | $14,000 | -46.2% | 135 | -46.4% | 0.00% | -66.7% |
| Q2 2021 | $26,000 | +271.4% | 252 | +183.1% | 0.00% | +50.0% |
| Q3 2020 | $7,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 89 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $8,000 | 0.0% | 89 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $8,000 | +14.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 89 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $7,000 | +75.0% | 89 | +64.8% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | -20.0% | 54 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $5,000 | -98.1% | 54 | -98.4% | 0.00% | -98.3% |
| Q1 2017 | $262,000 | -32.6% | 3,372 | -34.3% | 0.17% | -33.8% |
| Q4 2016 | $389,000 | – | 5,132 | – | 0.26% | – |
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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% |