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 | $1,651,898 | +6.7% | 15,988 | +9.6% | 0.16% | +4.5% |
| Q2 2023 | $1,547,680 | -2.4% | 14,591 | -2.9% | 0.16% | -9.9% |
| Q1 2023 | $1,584,981 | +29.2% | 15,024 | +32.6% | 0.17% | +17.0% |
| Q4 2022 | $1,226,312 | +13.7% | 11,333 | -0.4% | 0.15% | -3.9% |
| Q3 2022 | $1,079,000 | -6.3% | 11,376 | +0.5% | 0.15% | -23.1% |
| Q2 2022 | $1,151,000 | +7.4% | 11,319 | +18.5% | 0.20% | +16.4% |
| Q1 2022 | $1,072,000 | -16.1% | 9,549 | -16.2% | 0.17% | -15.8% |
| Q4 2021 | $1,278,000 | -5.8% | 11,399 | -13.2% | 0.20% | -24.5% |
| Q3 2021 | $1,357,000 | -5.4% | 13,127 | -4.1% | 0.27% | -19.2% |
| Q2 2021 | $1,434,000 | +70.3% | 13,691 | +64.4% | 0.33% | +34.3% |
| Q1 2021 | $842,000 | +49.6% | 8,328 | +35.3% | 0.25% | +29.2% |
| Q4 2020 | $563,000 | +64.6% | 6,155 | +45.8% | 0.19% | +37.1% |
| Q3 2020 | $342,000 | -10.0% | 4,222 | -12.5% | 0.14% | -22.7% |
| Q2 2020 | $380,000 | +1.9% | 4,826 | -8.3% | 0.18% | -22.3% |
| Q1 2020 | $373,000 | -4.1% | 5,265 | +26.7% | 0.23% | +4.0% |
| Q4 2019 | $389,000 | +6.0% | 4,154 | +0.4% | 0.22% | -6.7% |
| Q3 2019 | $367,000 | +79.9% | 4,136 | +76.9% | 0.24% | +57.9% |
| Q2 2019 | $204,000 | +61.9% | 2,338 | +59.4% | 0.15% | +52.0% |
| Q1 2019 | $126,000 | +16.7% | 1,467 | +5.5% | 0.10% | 0.0% |
| Q4 2018 | $108,000 | – | 1,390 | – | 0.10% | – |
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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% |