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 | $962,095 | +13.3% | 8,891 | -0.7% | 0.08% | +4.9% |
| Q3 2022 | $849,000 | +183.9% | 8,950 | +204.0% | 0.08% | +189.3% |
| Q2 2022 | $299,000 | -9.4% | 2,944 | +0.0% | 0.03% | 0.0% |
| Q1 2022 | $330,000 | +61.8% | 2,943 | +61.8% | 0.03% | +21.7% |
| Q4 2021 | $204,000 | -31.1% | 1,819 | -36.5% | 0.02% | -20.7% |
| Q3 2021 | $296,000 | -11.4% | 2,866 | -10.0% | 0.03% | -17.1% |
| Q2 2021 | $334,000 | +0.9% | 3,185 | -2.7% | 0.04% | -7.9% |
| Q1 2021 | $331,000 | +12.6% | 3,275 | +1.9% | 0.04% | 0.0% |
| Q4 2020 | $294,000 | +19.0% | 3,215 | +5.4% | 0.04% | 0.0% |
| Q3 2020 | $247,000 | +35.7% | 3,050 | +32.0% | 0.04% | +22.6% |
| Q2 2020 | $182,000 | +11.7% | 2,310 | 0.0% | 0.03% | -16.2% |
| Q1 2020 | $163,000 | -24.5% | 2,310 | 0.0% | 0.04% | -9.8% |
| Q4 2019 | $216,000 | +5.4% | 2,310 | 0.0% | 0.04% | -6.8% |
| Q3 2019 | $205,000 | +66.7% | 2,310 | +63.8% | 0.04% | +57.1% |
| Q2 2019 | $123,000 | +1.7% | 1,410 | 0.0% | 0.03% | -15.2% |
| Q1 2019 | $121,000 | +23.5% | 1,410 | +25.4% | 0.03% | +6.5% |
| Q3 2018 | $98,000 | +5.4% | 1,124 | 0.0% | 0.03% | -6.1% |
| Q2 2018 | $93,000 | 0.0% | 1,124 | 0.0% | 0.03% | -5.7% |
| Q1 2018 | $93,000 | -29.5% | 1,124 | -27.1% | 0.04% | -32.7% |
| Q4 2017 | $132,000 | – | 1,541 | – | 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% |