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 | $14,047,737 | -4.5% | 135,963 | -2.0% | 5.65% | +1.1% |
| Q2 2023 | $14,711,910 | -10.1% | 138,700 | -10.6% | 5.59% | -11.3% |
| Q1 2023 | $16,366,727 | -1.8% | 155,135 | +0.8% | 6.30% | -8.1% |
| Q4 2022 | $16,660,064 | +31.0% | 153,960 | +14.9% | 6.86% | +22.1% |
| Q3 2022 | $12,714,000 | -11.4% | 134,003 | -5.0% | 5.62% | -11.3% |
| Q2 2022 | $14,342,000 | -35.4% | 141,025 | -28.7% | 6.33% | -22.4% |
| Q1 2022 | $22,187,000 | +0.1% | 197,660 | -0.0% | 8.16% | +4.1% |
| Q4 2021 | $22,160,000 | +11.7% | 197,662 | +3.0% | 7.83% | +2.6% |
| Q3 2021 | $19,831,000 | -6.4% | 191,883 | -5.1% | 7.64% | +13.2% |
| Q2 2021 | $21,191,000 | +6.1% | 202,262 | +2.4% | 6.74% | -4.8% |
| Q1 2021 | $19,972,000 | +10.7% | 197,571 | +0.2% | 7.08% | -5.7% |
| Q4 2020 | $18,044,000 | +13.8% | 197,180 | +0.6% | 7.52% | -2.0% |
| Q3 2020 | $15,855,000 | +7.5% | 195,912 | +4.6% | 7.67% | -10.9% |
| Q2 2020 | $14,752,000 | +27.8% | 187,256 | +14.7% | 8.61% | -4.3% |
| Q1 2020 | $11,546,000 | -22.1% | 163,201 | +3.2% | 8.99% | -9.0% |
| Q4 2019 | $14,817,000 | +10.6% | 158,117 | +4.7% | 9.88% | +14.1% |
| Q3 2019 | $13,397,000 | -2.9% | 150,988 | -4.4% | 8.66% | +8.7% |
| Q2 2019 | $13,804,000 | +3.6% | 157,980 | +1.6% | 7.97% | -2.9% |
| Q1 2019 | $13,322,000 | +15.4% | 155,525 | +5.1% | 8.21% | -21.6% |
| Q4 2018 | $11,544,000 | -7.0% | 148,018 | +3.8% | 10.47% | +40.5% |
| Q3 2018 | $12,416,000 | +9.4% | 142,583 | +4.3% | 7.45% | -19.4% |
| Q2 2018 | $11,353,000 | +19.5% | 136,703 | +16.7% | 9.24% | -28.8% |
| Q3 2017 | $9,500,000 | – | 117,180 | – | 12.99% | – |
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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% |