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 | $1,082,597 | -0.2% | 10,478 | +2.4% | 0.60% | -4.0% |
| Q2 2023 | $1,085,246 | +27.0% | 10,231 | +26.3% | 0.62% | +14.7% |
| Q1 2023 | $854,365 | +37.5% | 8,098 | +41.0% | 0.54% | +22.0% |
| Q4 2022 | $621,338 | +23.5% | 5,742 | +8.4% | 0.44% | +24.0% |
| Q3 2022 | $503,000 | -6.3% | 5,296 | +0.4% | 0.36% | +17.7% |
| Q2 2022 | $537,000 | -9.9% | 5,277 | -0.5% | 0.30% | +7.0% |
| Q1 2022 | $596,000 | -11.0% | 5,306 | -11.2% | 0.28% | -7.8% |
| Q4 2021 | $670,000 | +8.4% | 5,976 | 0.0% | 0.31% | -3.7% |
| Q3 2021 | $618,000 | -5.9% | 5,976 | -4.7% | 0.32% | -9.1% |
| Q2 2021 | $657,000 | +22.1% | 6,274 | +17.8% | 0.35% | +14.6% |
| Q1 2021 | $538,000 | -57.5% | 5,326 | -61.5% | 0.31% | -62.6% |
| Q4 2020 | $1,266,000 | +10.5% | 13,839 | -2.3% | 0.82% | -17.4% |
| Q3 2020 | $1,146,000 | -5.0% | 14,164 | -7.5% | 1.00% | -24.1% |
| Q2 2020 | $1,206,000 | +10.5% | 15,316 | -0.7% | 1.31% | -5.5% |
| Q1 2020 | $1,091,000 | -33.1% | 15,427 | -11.3% | 1.39% | -0.6% |
| Q4 2019 | $1,630,000 | – | 17,394 | – | 1.40% | – |
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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% |