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 | $468,240 | -3.3% | 4,532 | -0.7% | 0.23% | -2.6% |
| Q2 2023 | $484,032 | +0.8% | 4,563 | +0.2% | 0.23% | -7.9% |
| Q1 2023 | $480,412 | -2.3% | 4,554 | +0.2% | 0.25% | -11.3% |
| Q4 2022 | $491,887 | +14.4% | 4,546 | +0.2% | 0.28% | +16.9% |
| Q3 2022 | $430,000 | -6.9% | 4,535 | -0.2% | 0.24% | -2.4% |
| Q2 2022 | $462,000 | -9.9% | 4,545 | -0.5% | 0.25% | +16.4% |
| Q1 2022 | $513,000 | +8.0% | 4,568 | +7.8% | 0.21% | +12.0% |
| Q4 2021 | $475,000 | +6.5% | 4,238 | -1.7% | 0.19% | -2.6% |
| Q3 2021 | $446,000 | -1.3% | 4,311 | -0.0% | 0.20% | -4.9% |
| Q2 2021 | $452,000 | +3.0% | 4,312 | -0.7% | 0.21% | -5.5% |
| Q1 2021 | $439,000 | +11.1% | 4,343 | +0.4% | 0.22% | +1.4% |
| Q4 2020 | $395,000 | +12.5% | 4,326 | -0.3% | 0.22% | -2.3% |
| Q3 2020 | $351,000 | +2.3% | 4,338 | -0.5% | 0.22% | -16.7% |
| Q2 2020 | $343,000 | +9.6% | 4,359 | -1.6% | 0.26% | -15.1% |
| Q1 2020 | $313,000 | -27.2% | 4,432 | -3.6% | 0.31% | -14.6% |
| Q4 2019 | $430,000 | +4.6% | 4,597 | -0.8% | 0.36% | -2.2% |
| Q3 2019 | $411,000 | +2.2% | 4,636 | +0.7% | 0.37% | -2.9% |
| Q2 2019 | $402,000 | +2.6% | 4,606 | +0.6% | 0.38% | -3.3% |
| Q1 2019 | $392,000 | +7.4% | 4,578 | -1.7% | 0.40% | -2.9% |
| Q4 2018 | $365,000 | – | 4,656 | – | 0.41% | – |
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% |