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 | $1,807,740 | -1.8% | 17,497 | +0.8% | 0.47% | -1.1% |
| Q2 2023 | $1,841,527 | +0.5% | 17,361 | -0.1% | 0.47% | -4.6% |
| Q1 2023 | $1,832,608 | -5.5% | 17,371 | -3.1% | 0.50% | -2.9% |
| Q4 2022 | $1,938,899 | +17.0% | 17,918 | +2.6% | 0.51% | +8.3% |
| Q3 2022 | $1,656,884 | -0.0% | 17,462 | +7.1% | 0.47% | +2.2% |
| Q2 2022 | $1,657,448 | -4.0% | 16,297 | +5.9% | 0.46% | +8.5% |
| Q1 2022 | $1,726,842 | +64.0% | 15,383 | +63.8% | 0.43% | +57.8% |
| Q4 2021 | $1,053,176 | +29.3% | 9,394 | +19.2% | 0.27% | +15.9% |
| Q3 2021 | $814,415 | -2.4% | 7,880 | -1.1% | 0.23% | -3.7% |
| Q2 2021 | $834,789 | +0.4% | 7,967 | -3.1% | 0.24% | -10.4% |
| Q1 2021 | $831,324 | +7.4% | 8,223 | -2.7% | 0.27% | -1.5% |
| Q4 2020 | $773,697 | +10.5% | 8,454 | -2.3% | 0.27% | -3.5% |
| Q3 2020 | $700,417 | +0.2% | 8,654 | -2.5% | 0.28% | -12.1% |
| Q2 2020 | $699,000 | -0.7% | 8,874 | -10.8% | 0.32% | -13.6% |
| Q1 2020 | $704,000 | -28.6% | 9,951 | -5.4% | 0.37% | -12.6% |
| Q4 2019 | $986,000 | +16.1% | 10,516 | +9.9% | 0.43% | +7.3% |
| Q3 2019 | $849,000 | +4.7% | 9,569 | +3.1% | 0.40% | +14.7% |
| Q2 2019 | $811,000 | +1.4% | 9,283 | -0.6% | 0.35% | -17.5% |
| Q1 2019 | $800,000 | +11.4% | 9,335 | +1.4% | 0.42% | -4.7% |
| Q4 2018 | $718,000 | – | 9,209 | – | 0.44% | – |
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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% |