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 | $13,301,616 | -9.7% | 128,742 | -7.3% | 6.48% | -2.5% |
| Q2 2023 | $14,728,825 | -1.5% | 138,859 | -2.1% | 6.65% | -4.8% |
| Q1 2023 | $14,960,592 | +124312.4% | 141,807 | +27.6% | 6.98% | +14.5% |
| Q4 2022 | $12,025 | -99.9% | 111,124 | -25.9% | 6.10% | -18.1% |
| Q3 2022 | $14,237,000 | -9.4% | 150,056 | -2.8% | 7.45% | -6.1% |
| Q2 2022 | $15,708,000 | -9.3% | 154,451 | +0.1% | 7.93% | +5.5% |
| Q1 2022 | $17,325,000 | +5.4% | 154,347 | +5.3% | 7.52% | +7.6% |
| Q4 2021 | $16,440,000 | +28.0% | 146,644 | +15.4% | 6.99% | +17.3% |
| Q1 2021 | $12,845,000 | +125.4% | 127,062 | +104.0% | 5.96% | +99.1% |
| Q4 2020 | $5,700,000 | -48.6% | 62,288 | -54.6% | 2.99% | -49.9% |
| Q3 2020 | $11,100,000 | +9.5% | 137,160 | +6.6% | 5.96% | -1.4% |
| Q2 2020 | $10,135,000 | +4.5% | 128,649 | -6.2% | 6.05% | -12.2% |
| Q1 2020 | $9,702,000 | -18.9% | 137,129 | +7.4% | 6.89% | -3.1% |
| Q4 2019 | $11,964,000 | – | 127,671 | – | 7.11% | – |
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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% |