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 | $965,798 | +0.2% | 9,348 | +2.9% | 0.27% | +1.9% |
| Q2 2023 | $963,913 | +0.7% | 9,088 | +0.1% | 0.26% | -8.1% |
| Q1 2023 | $957,537 | +14.9% | 9,076 | +17.9% | 0.28% | +4.0% |
| Q4 2022 | $833,288 | +26.1% | 7,701 | +10.5% | 0.27% | +14.7% |
| Q3 2022 | $661,000 | +1.8% | 6,972 | +9.2% | 0.24% | +7.2% |
| Q2 2022 | $649,000 | +7.5% | 6,384 | +18.7% | 0.22% | +22.0% |
| Q1 2022 | $604,000 | +5.4% | 5,377 | +5.2% | 0.18% | +7.1% |
| Q4 2021 | $573,000 | +8.7% | 5,111 | +0.2% | 0.17% | -4.5% |
| Q3 2021 | $527,000 | -6.6% | 5,103 | -5.3% | 0.18% | -9.2% |
| Q2 2021 | $564,000 | +37.9% | 5,387 | +33.2% | 0.20% | +24.1% |
| Q1 2021 | $409,000 | +10.5% | 4,044 | +0.1% | 0.16% | +1.9% |
| Q4 2020 | $370,000 | +0.5% | 4,041 | -11.2% | 0.16% | -11.9% |
| Q3 2020 | $368,000 | +2.8% | 4,550 | +0.1% | 0.18% | -6.9% |
| Q2 2020 | $358,000 | -31.2% | 4,546 | -38.2% | 0.19% | -43.2% |
| Q1 2020 | $520,000 | -25.5% | 7,351 | -1.3% | 0.33% | -12.6% |
| Q4 2019 | $698,000 | +1.7% | 7,449 | -3.6% | 0.38% | -8.2% |
| Q3 2019 | $686,000 | +0.1% | 7,726 | -1.4% | 0.42% | +0.7% |
| Q2 2019 | $685,000 | +4.7% | 7,836 | +2.7% | 0.41% | -3.3% |
| Q1 2019 | $654,000 | +4.5% | 7,631 | -5.0% | 0.43% | -5.8% |
| Q4 2018 | $626,000 | – | 8,030 | – | 0.45% | – |
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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% |