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 | $321,385 | -77.3% | 3,111 | -76.2% | 0.02% | -79.1% |
| Q4 2022 | $1,414,575 | -33.2% | 13,073 | -41.5% | 0.09% | -41.5% |
| Q3 2022 | $2,118,000 | -47.3% | 22,328 | -43.5% | 0.15% | -51.6% |
| Q2 2022 | $4,022,000 | +20010.0% | 39,550 | +20078.6% | 0.30% | +15100.0% |
| Q3 2021 | $20,000 | -4.8% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | -61.1% | 196 | -63.3% | 0.00% | -60.0% |
| Q1 2021 | $54,000 | -16.9% | 534 | -24.9% | 0.01% | -16.7% |
| Q4 2020 | $65,000 | -63.1% | 711 | -67.2% | 0.01% | -68.4% |
| Q3 2020 | $176,000 | -98.3% | 2,169 | -98.3% | 0.02% | -98.6% |
| Q2 2020 | $10,275,000 | +8.8% | 130,405 | -2.3% | 1.35% | -12.4% |
| Q1 2020 | $9,445,000 | -15.7% | 133,503 | +11.6% | 1.54% | -21.2% |
| Q4 2019 | $11,208,000 | +0.7% | 119,602 | -4.7% | 1.96% | +8.7% |
| Q3 2019 | $11,131,000 | -2.8% | 125,452 | -4.2% | 1.80% | -1.0% |
| Q2 2019 | $11,448,000 | +49.2% | 131,019 | +46.3% | 1.82% | +34.3% |
| Q1 2019 | $7,672,000 | -19.0% | 89,564 | -26.3% | 1.35% | -32.4% |
| Q4 2018 | $9,476,000 | +57.2% | 121,509 | +75.6% | 2.00% | +0.5% |
| Q3 2018 | $6,027,000 | -27.2% | 69,209 | -30.7% | 1.99% | +2.5% |
| Q2 2018 | $8,279,000 | – | 99,893 | – | 1.94% | – |
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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% |