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 | $4,063,162 | -12.4% | 39,326 | -10.1% | 1.06% | -9.4% |
| Q2 2023 | $4,637,699 | +3.0% | 43,723 | +2.4% | 1.17% | +0.1% |
| Q1 2023 | $4,504,112 | +1.3% | 42,693 | +3.9% | 1.17% | -2.7% |
| Q4 2022 | $4,447,647 | +19.4% | 41,102 | +4.7% | 1.20% | +5.4% |
| Q3 2022 | $3,724,000 | -0.5% | 39,246 | +6.7% | 1.14% | +1.4% |
| Q2 2022 | $3,741,000 | -1.4% | 36,780 | +8.8% | 1.12% | +4.9% |
| Q1 2022 | $3,795,000 | +13.0% | 33,808 | +12.9% | 1.07% | +5.4% |
| Q4 2021 | $3,358,000 | +24.6% | 29,956 | +14.9% | 1.02% | +11.9% |
| Q3 2021 | $2,694,000 | +11.0% | 26,068 | +12.5% | 0.91% | +8.2% |
| Q2 2021 | $2,428,000 | +24.5% | 23,179 | +20.2% | 0.84% | +14.3% |
| Q1 2021 | $1,950,000 | +43.9% | 19,290 | +30.3% | 0.74% | +37.9% |
| Q4 2020 | $1,355,000 | +20.2% | 14,803 | +6.3% | 0.53% | -2.6% |
| Q3 2020 | $1,127,000 | +3.0% | 13,931 | +0.3% | 0.55% | -0.4% |
| Q2 2020 | $1,094,000 | +64.0% | 13,885 | +47.4% | 0.55% | +32.0% |
| Q1 2020 | $667,000 | +91.7% | 9,422 | +153.9% | 0.42% | +158.4% |
| Q4 2019 | $348,000 | +150.4% | 3,711 | +137.0% | 0.16% | +130.0% |
| Q3 2019 | $139,000 | +286.1% | 1,566 | +282.0% | 0.07% | +268.4% |
| Q2 2019 | $36,000 | – | 410 | – | 0.02% | – |
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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% |