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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $213,390 | +48.2% | 1,972 | +30.1% | 0.06% | +40.0% |
| Q3 2022 | $144,000 | -6.5% | 1,516 | 0.0% | 0.04% | -6.2% |
| Q2 2022 | $154,000 | -38.2% | 1,516 | -31.8% | 0.05% | -36.0% |
| Q4 2021 | $249,000 | +8.3% | 2,222 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $230,000 | +16.8% | 2,222 | +18.3% | 0.08% | +38.9% |
| Q2 2021 | $197,000 | +3.7% | 1,878 | 0.0% | 0.05% | +1.9% |
| Q1 2021 | $190,000 | +10.5% | 1,878 | 0.0% | 0.05% | +3.9% |
| Q4 2020 | $172,000 | +13.2% | 1,878 | 0.0% | 0.05% | +6.2% |
| Q3 2020 | $152,000 | -18.3% | 1,878 | -20.3% | 0.05% | -26.2% |
| Q2 2020 | $186,000 | -10.1% | 2,356 | -19.6% | 0.06% | -24.4% |
| Q1 2020 | $207,000 | -14.1% | 2,931 | +13.8% | 0.09% | -1.1% |
| Q4 2019 | $241,000 | +5.7% | 2,575 | 0.0% | 0.09% | 0.0% |
| Q3 2019 | $228,000 | 0.0% | 2,575 | 0.0% | 0.09% | -6.5% |
| Q2 2019 | $228,000 | +3.2% | 2,575 | 0.0% | 0.09% | -2.1% |
| Q1 2019 | $221,000 | -7.9% | 2,575 | -16.3% | 0.10% | -20.2% |
| Q4 2018 | $240,000 | – | 3,075 | – | 0.12% | – |
Download | ||||||
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% |