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 | $38,537,546 | -1.4% | 372,992 | +1.3% | 9.36% | +0.3% |
| Q2 2023 | $39,066,375 | +9.0% | 368,307 | +8.4% | 9.33% | +3.3% |
| Q1 2023 | $35,850,906 | +1.7% | 339,819 | +4.4% | 9.03% | -5.7% |
| Q4 2022 | $35,234,850 | +10.9% | 325,615 | -2.8% | 9.57% | +3.5% |
| Q3 2022 | $31,778,000 | -3.5% | 334,932 | +3.5% | 9.25% | -1.7% |
| Q2 2022 | $32,917,000 | -9.5% | 323,671 | -0.1% | 9.42% | +1.8% |
| Q1 2022 | $36,379,000 | -0.5% | 324,093 | -0.6% | 9.25% | +1.6% |
| Q4 2021 | $36,553,000 | +11.7% | 326,050 | +3.0% | 9.11% | +3.7% |
| Q3 2021 | $32,720,000 | +1.7% | 316,590 | +3.1% | 8.78% | -0.4% |
| Q2 2021 | $32,173,000 | +7.8% | 307,086 | +4.1% | 8.82% | -3.4% |
| Q1 2021 | $29,833,000 | +18.6% | 295,113 | +7.4% | 9.13% | +13.8% |
| Q4 2020 | $25,147,000 | +16.7% | 274,796 | +3.2% | 8.02% | +7.5% |
| Q3 2020 | $21,553,000 | +22.4% | 266,318 | +19.2% | 7.46% | +15.4% |
| Q2 2020 | $17,605,000 | +20.8% | 223,472 | +8.5% | 6.46% | +6.0% |
| Q1 2020 | $14,574,000 | -20.2% | 205,993 | +5.7% | 6.10% | -9.0% |
| Q4 2019 | $18,270,000 | +16.7% | 194,966 | +10.5% | 6.70% | +6.4% |
| Q3 2019 | $15,653,000 | +4.3% | 176,409 | +2.8% | 6.30% | +0.6% |
| Q2 2019 | $15,001,000 | +16.3% | 171,676 | +14.1% | 6.26% | +5.8% |
| Q1 2019 | $12,893,000 | +10.5% | 150,509 | +0.6% | 5.92% | -7.6% |
| Q4 2018 | $11,667,000 | -1.3% | 149,600 | +10.3% | 6.41% | +6.3% |
| Q3 2018 | $11,817,000 | +13.5% | 135,682 | +8.2% | 6.03% | +5.4% |
| Q2 2018 | $10,414,000 | +44.1% | 125,397 | +43.2% | 5.72% | +38.0% |
| Q1 2018 | $7,226,000 | +8.2% | 87,597 | +12.3% | 4.14% | +8.0% |
| Q4 2017 | $6,680,000 | – | 78,008 | – | 3.84% | – |
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% |