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 | $1,448,443 | -2.9% | 14,019 | -0.4% | 0.40% | -5.2% |
| Q2 2023 | $1,492,299 | +3.9% | 14,069 | +3.4% | 0.42% | -8.6% |
| Q1 2023 | $1,435,750 | +0.8% | 13,609 | +3.4% | 0.46% | -10.6% |
| Q4 2022 | $1,424,693 | +9.0% | 13,166 | -4.4% | 0.52% | -1.0% |
| Q3 2022 | $1,307,000 | -6.3% | 13,776 | +0.4% | 0.52% | -6.3% |
| Q2 2022 | $1,395,000 | -39.4% | 13,721 | -33.1% | 0.56% | -25.5% |
| Q1 2022 | $2,301,000 | +13.6% | 20,499 | +13.5% | 0.75% | +19.1% |
| Q4 2021 | $2,025,000 | +17.7% | 18,059 | +8.5% | 0.63% | +3.3% |
| Q3 2021 | $1,721,000 | -6.0% | 16,648 | -4.7% | 0.61% | -10.2% |
| Q2 2021 | $1,831,000 | -2.8% | 17,475 | -6.2% | 0.68% | -7.8% |
| Q1 2021 | $1,884,000 | +8.1% | 18,637 | -2.1% | 0.74% | -12.5% |
| Q4 2020 | $1,743,000 | +3.4% | 19,045 | -8.5% | 0.84% | +4.3% |
| Q3 2020 | $1,685,000 | -3.4% | 20,824 | -6.0% | 0.80% | -9.4% |
| Q2 2020 | $1,744,000 | +50.2% | 22,142 | +34.9% | 0.89% | +1.7% |
| Q1 2020 | $1,161,000 | -28.6% | 16,416 | -5.4% | 0.87% | -12.2% |
| Q4 2019 | $1,625,000 | +2.8% | 17,345 | -2.6% | 1.00% | -4.5% |
| Q3 2019 | $1,581,000 | +8.1% | 17,814 | +6.4% | 1.04% | +4.3% |
| Q2 2019 | $1,463,000 | -5.4% | 16,739 | -7.3% | 1.00% | -11.6% |
| Q1 2019 | $1,547,000 | – | 18,061 | – | 1.13% | – |
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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% |