VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,062 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $470,237 | -2.2% | 3,965 | -0.3% | 0.12% | -3.1% |
| Q1 2024 | $481,051 | +7.3% | 3,976 | -1.0% | 0.13% | 0.0% |
| Q4 2023 | $448,227 | +7.9% | 4,015 | -0.2% | 0.13% | -8.6% |
| Q3 2023 | $415,565 | -3.0% | 4,022 | -0.4% | 0.14% | +8.6% |
| Q2 2023 | $428,336 | -2.5% | 4,038 | -3.0% | 0.13% | -7.2% |
| Q1 2023 | $439,328 | -4.9% | 4,164 | -2.5% | 0.14% | -10.4% |
| Q4 2022 | $462,207 | +13.6% | 4,271 | -0.5% | 0.15% | +6.9% |
| Q3 2022 | $407,000 | -7.5% | 4,294 | -0.7% | 0.14% | -0.7% |
| Q2 2022 | $440,000 | -41.4% | 4,323 | -35.4% | 0.14% | -30.3% |
| Q1 2022 | $751,000 | +84.1% | 6,688 | +83.9% | 0.21% | +96.2% |
| Q4 2021 | $408,000 | +8.5% | 3,637 | -0.0% | 0.11% | -67.5% |
| Q3 2021 | $376,000 | +2.2% | 3,638 | +0.0% | 0.33% | +226.0% |
| Q1 2021 | $368,000 | +9.5% | 3,637 | -1.1% | 0.10% | +4.2% |
| Q4 2020 | $336,000 | -21.7% | 3,677 | -30.7% | 0.10% | -32.9% |
| Q3 2020 | $429,000 | +2.6% | 5,303 | +0.0% | 0.14% | -11.7% |
| Q2 2020 | $418,000 | +11.5% | 5,302 | +0.0% | 0.16% | -7.4% |
| Q1 2020 | $375,000 | -44.9% | 5,301 | -27.0% | 0.18% | -25.8% |
| Q4 2019 | $681,000 | -16.4% | 7,263 | -20.9% | 0.24% | -13.6% |
| Q3 2019 | $815,000 | -0.5% | 9,181 | -2.1% | 0.27% | -9.6% |
| Q2 2019 | $819,000 | +5.5% | 9,377 | +3.4% | 0.30% | +2.4% |
| Q1 2019 | $776,000 | – | 9,065 | – | 0.30% | – |
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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% |
| Piedmont Capital Management, 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% |