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 | $7,705,340 | -2.2% | 74,577 | +0.4% | 2.16% | -0.3% |
| Q2 2023 | $7,882,274 | -28.4% | 74,312 | -28.8% | 2.16% | -34.7% |
| Q1 2023 | $11,011,173 | -22.4% | 104,371 | -20.4% | 3.32% | -28.2% |
| Q4 2022 | $14,191,980 | +10.2% | 131,152 | -3.4% | 4.62% | +0.7% |
| Q3 2022 | $12,876,000 | -1.9% | 135,707 | +5.2% | 4.59% | +3.7% |
| Q2 2022 | $13,119,000 | +2.1% | 128,999 | +12.7% | 4.42% | +15.6% |
| Q1 2022 | $12,847,000 | +16.0% | 114,451 | +15.9% | 3.83% | +14.9% |
| Q4 2021 | $11,074,000 | +16.1% | 98,776 | +7.0% | 3.33% | +10.3% |
| Q3 2021 | $9,542,000 | +10.4% | 92,324 | +11.9% | 3.02% | +5.0% |
| Q2 2021 | $8,646,000 | +7.7% | 82,519 | +3.9% | 2.88% | -0.7% |
| Q1 2021 | $8,031,000 | +12.1% | 79,439 | +1.5% | 2.90% | +4.3% |
| Q4 2020 | $7,164,000 | +14.4% | 78,282 | +1.2% | 2.78% | +2.5% |
| Q3 2020 | $6,263,000 | +4.5% | 77,389 | +1.8% | 2.71% | +5.9% |
| Q2 2020 | $5,991,000 | +5831.7% | 76,045 | +5229.0% | 2.56% | +4915.7% |
| Q1 2020 | $101,000 | -4.7% | 1,427 | +25.7% | 0.05% | +13.3% |
| Q4 2019 | $106,000 | +1.0% | 1,135 | -3.7% | 0.04% | -6.2% |
| Q3 2019 | $105,000 | -3.7% | 1,179 | -5.9% | 0.05% | -9.4% |
| Q2 2019 | $109,000 | +2.8% | 1,253 | +1.0% | 0.05% | -3.6% |
| Q1 2019 | $106,000 | -23.2% | 1,240 | -29.9% | 0.06% | -31.2% |
| Q4 2018 | $138,000 | – | 1,768 | – | 0.08% | – |
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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% |