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 | $206,640 | -2.6% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $212,140 | +0.5% | 2,000 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $211,000 | -2.5% | 2,000 | 0.0% | 0.02% | -9.1% |
| Q4 2022 | $216,420 | +6.6% | 2,000 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $203,000 | -16.5% | 2,000 | -7.5% | 0.02% | 0.0% |
| Q1 2022 | $243,000 | +8.5% | 2,163 | +8.2% | 0.02% | 0.0% |
| Q4 2021 | $224,000 | +8.2% | 2,000 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $207,000 | -1.4% | 2,002 | +0.1% | 0.02% | -8.7% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $202,000 | -1.9% | 2,000 | -11.1% | 0.02% | -11.1% |
| Q4 2020 | $206,000 | -20.2% | 2,250 | -18.2% | 0.03% | -38.6% |
| Q4 2019 | $258,000 | -60.8% | 2,750 | -64.3% | 0.04% | -52.7% |
| Q3 2019 | $659,000 | +114.0% | 7,702 | +118.8% | 0.09% | +75.5% |
| Q2 2019 | $308,000 | +2.0% | 3,520 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $302,000 | – | 3,520 | – | 0.06% | – |
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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% |