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 | $22,367,872 | -3.2% | 216,491 | -0.5% | 4.30% | -5.0% |
| Q2 2023 | $23,107,685 | +1.9% | 217,516 | +1.2% | 4.53% | -6.4% |
| Q1 2023 | $22,680,230 | +95.8% | 214,978 | +100.8% | 4.84% | +71.7% |
| Q4 2022 | $11,583,174 | +36.7% | 107,043 | +20.0% | 2.82% | +29.7% |
| Q3 2022 | $8,476,000 | -24.2% | 89,230 | -18.8% | 2.17% | -18.0% |
| Q2 2022 | $11,185,000 | +1.1% | 109,883 | +11.5% | 2.65% | +12.2% |
| Q1 2022 | $11,066,000 | +36.5% | 98,582 | +36.4% | 2.36% | +40.6% |
| Q4 2021 | $8,105,000 | +66.7% | 72,296 | +53.7% | 1.68% | +48.8% |
| Q3 2021 | $4,861,000 | -2.5% | 47,036 | -1.1% | 1.13% | -1.8% |
| Q2 2021 | $4,985,000 | +2.4% | 47,581 | -1.2% | 1.15% | -9.2% |
| Q1 2021 | $4,868,000 | +10.7% | 48,158 | +0.2% | 1.26% | -6.4% |
| Q4 2020 | $4,396,000 | +9.2% | 48,038 | -3.4% | 1.35% | -3.0% |
| Q3 2020 | $4,025,000 | +1.3% | 49,738 | -1.4% | 1.39% | -11.5% |
| Q2 2020 | $3,974,000 | -54.9% | 50,439 | -59.2% | 1.58% | -57.8% |
| Q1 2020 | $8,815,000 | -29.3% | 123,642 | -7.1% | 3.73% | -0.1% |
| Q4 2019 | $12,468,000 | – | 133,048 | – | 3.74% | – |
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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% |