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 2022 | $114,594 | -76.2% | 1,059 | -77.6% | 0.05% | -82.3% |
| Q2 2022 | $482,000 | -6.8% | 4,736 | +2.8% | 0.26% | +3.6% |
| Q1 2022 | $517,000 | -6.2% | 4,609 | -6.2% | 0.25% | +9.1% |
| Q4 2021 | $551,000 | +7.0% | 4,912 | -1.4% | 0.23% | +2.7% |
| Q3 2021 | $515,000 | -1.3% | 4,981 | 0.0% | 0.22% | +1.4% |
| Q2 2021 | $522,000 | +3.6% | 4,981 | 0.0% | 0.22% | -1.8% |
| Q1 2021 | $504,000 | +10.5% | 4,981 | 0.0% | 0.22% | -5.5% |
| Q4 2020 | $456,000 | +9.1% | 4,981 | -3.7% | 0.24% | -1.2% |
| Q3 2020 | $418,000 | +2.7% | 5,171 | +0.1% | 0.24% | +9.0% |
| Q2 2020 | $407,000 | +11.5% | 5,166 | +0.2% | 0.22% | -12.3% |
| Q1 2020 | $365,000 | -57.3% | 5,156 | -43.5% | 0.25% | -46.6% |
| Q4 2019 | $855,000 | +5.6% | 9,126 | 0.0% | 0.47% | -4.1% |
| Q3 2019 | $810,000 | +1.6% | 9,126 | 0.0% | 0.49% | +1.0% |
| Q2 2019 | $797,000 | +1.9% | 9,126 | 0.0% | 0.49% | -1.0% |
| Q1 2019 | $782,000 | +9.8% | 9,126 | 0.0% | 0.49% | +4.7% |
| Q4 2018 | $712,000 | -10.4% | 9,126 | 0.0% | 0.47% | -10.3% |
| Q3 2018 | $795,000 | +3.1% | 9,126 | -1.6% | 0.52% | -11.2% |
| Q2 2018 | $771,000 | +118.4% | 9,278 | +116.6% | 0.59% | +89.1% |
| Q1 2018 | $353,000 | -3.8% | 4,283 | 0.0% | 0.31% | +14.7% |
| Q4 2017 | $367,000 | +5.8% | 4,283 | 0.0% | 0.27% | -2.5% |
| Q3 2017 | $347,000 | +3.6% | 4,283 | 0.0% | 0.28% | +4.5% |
| Q2 2017 | $335,000 | -8.0% | 4,283 | -8.7% | 0.27% | -5.0% |
| Q1 2017 | $364,000 | +0.3% | 4,693 | -2.0% | 0.28% | -3.4% |
| Q4 2016 | $363,000 | -1.9% | 4,788 | -6.6% | 0.29% | -3.3% |
| Q3 2016 | $370,000 | +4.2% | 5,128 | +3.3% | 0.30% | +0.3% |
| Q2 2016 | $355,000 | -21.1% | 4,965 | -23.9% | 0.30% | -30.4% |
| Q1 2016 | $450,000 | -8.5% | 6,525 | -11.4% | 0.43% | -14.7% |
| Q4 2015 | $492,000 | -10.1% | 7,365 | -15.7% | 0.50% | -26.3% |
| Q3 2015 | $547,000 | -8.1% | 8,733 | -1.1% | 0.68% | -9.6% |
| Q2 2015 | $595,000 | +7.4% | 8,833 | +9.0% | 0.76% | -10.0% |
| Q1 2015 | $554,000 | +11.5% | 8,105 | +12.0% | 0.84% | -3.6% |
| Q4 2014 | $497,000 | – | 7,235 | – | 0.87% | – |
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% |