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 | $12,696 | -2.2% | 122,885 | +0.4% | 1.85% | -24.1% |
| Q2 2023 | $12,978 | -9.3% | 122,353 | -9.8% | 2.43% | -17.9% |
| Q1 2023 | $14,310 | -99.9% | 135,643 | -0.9% | 2.96% | -17.0% |
| Q4 2022 | $14,804,975 | +7.7% | 136,817 | -5.5% | 3.57% | -2.3% |
| Q3 2022 | $13,741,000 | -8.4% | 144,825 | -1.8% | 3.66% | -4.6% |
| Q2 2022 | $14,998,000 | -7.0% | 147,470 | +2.6% | 3.83% | +6.5% |
| Q1 2022 | $16,133,000 | +10.9% | 143,727 | +10.7% | 3.60% | +15.7% |
| Q4 2021 | $14,553,000 | +8.6% | 129,812 | +0.1% | 3.11% | +1.3% |
| Q3 2021 | $13,398,000 | +3.4% | 129,633 | +4.8% | 3.07% | +3.6% |
| Q2 2021 | $12,956,000 | +5.6% | 123,662 | +1.8% | 2.96% | -2.3% |
| Q1 2021 | $12,274,000 | +15.4% | 121,419 | +4.4% | 3.03% | +14.3% |
| Q4 2020 | $10,639,000 | -32.0% | 116,264 | -39.9% | 2.65% | -21.5% |
| Q3 2020 | $15,656,000 | -1.5% | 193,450 | -4.2% | 3.38% | -4.9% |
| Q2 2020 | $15,901,000 | +78.2% | 201,842 | +60.1% | 3.55% | +40.0% |
| Q1 2020 | $8,922,000 | -23.9% | 126,103 | +0.8% | 2.54% | -5.3% |
| Q4 2019 | $11,726,000 | +5.1% | 125,128 | -0.5% | 2.68% | -17.7% |
| Q3 2019 | $11,158,000 | +3.0% | 125,750 | +1.4% | 3.26% | +6.8% |
| Q2 2019 | $10,832,000 | +7.7% | 123,964 | +5.6% | 3.05% | -1.3% |
| Q1 2019 | $10,060,000 | +8.1% | 117,440 | -1.6% | 3.09% | -27.8% |
| Q4 2018 | $9,304,000 | – | 119,303 | – | 4.28% | – |
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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% |