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 | $235,240 | -2.6% | 2,277 | +0.6% | 0.08% | +1.3% |
| Q2 2023 | $241,554 | +1.8% | 2,264 | +0.7% | 0.08% | -7.1% |
| Q1 2023 | $237,260 | -10.3% | 2,249 | -8.0% | 0.08% | -13.3% |
| Q4 2022 | $264,521 | +15.0% | 2,445 | +0.7% | 0.10% | +4.3% |
| Q3 2022 | $230,000 | -6.1% | 2,427 | +0.6% | 0.09% | -1.1% |
| Q2 2022 | $245,000 | -8.9% | 2,412 | +0.6% | 0.10% | +8.0% |
| Q1 2022 | $269,000 | +27.5% | 2,397 | +27.1% | 0.09% | +31.3% |
| Q4 2021 | $211,000 | +113.1% | 1,886 | +98.9% | 0.07% | +103.0% |
| Q3 2021 | $99,000 | 0.0% | 948 | 0.0% | 0.03% | -8.3% |
| Q2 2021 | $99,000 | +3.1% | 948 | 0.0% | 0.04% | +5.9% |
| Q1 2021 | $96,000 | +10.3% | 948 | 0.0% | 0.03% | +3.0% |
| Q4 2020 | $87,000 | +13.0% | 948 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $77,000 | +2.7% | 948 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $75,000 | -62.1% | 948 | -66.1% | 0.04% | -66.0% |
| Q1 2020 | $198,000 | -24.4% | 2,798 | 0.0% | 0.10% | -8.0% |
| Q4 2019 | $262,000 | – | 2,798 | – | 0.11% | – |
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% |