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 | $878,388 | +8.9% | 8,502 | +11.8% | 0.26% | +7.3% |
| Q2 2023 | $806,683 | -79.4% | 7,605 | -79.5% | 0.24% | -81.2% |
| Q1 2023 | $3,915,491 | -2.6% | 37,114 | -0.1% | 1.31% | -9.6% |
| Q4 2022 | $4,020,366 | +13.0% | 37,153 | -0.9% | 1.44% | -27.5% |
| Q3 2022 | $3,557,000 | +0.2% | 37,488 | +7.4% | 1.99% | +1.3% |
| Q2 2022 | $3,551,000 | +329.9% | 34,913 | +374.4% | 1.97% | +428.8% |
| Q1 2022 | $826,000 | -3.4% | 7,359 | -3.5% | 0.37% | +7.5% |
| Q4 2021 | $855,000 | +10.0% | 7,627 | +1.4% | 0.35% | -9.9% |
| Q3 2021 | $777,000 | -3.8% | 7,518 | -2.5% | 0.38% | -6.3% |
| Q2 2021 | $808,000 | +10.1% | 7,712 | +6.2% | 0.41% | +0.5% |
| Q1 2021 | $734,000 | +7.0% | 7,264 | -3.2% | 0.41% | +1.0% |
| Q4 2020 | $686,000 | +13.8% | 7,502 | +0.7% | 0.40% | -2.2% |
| Q3 2020 | $603,000 | -6.9% | 7,449 | -9.4% | 0.41% | -9.6% |
| Q2 2020 | $648,000 | +11.5% | 8,221 | +0.1% | 0.46% | -26.9% |
| Q1 2020 | $581,000 | -35.2% | 8,215 | -14.0% | 0.62% | -1.1% |
| Q4 2019 | $896,000 | – | 9,556 | – | 0.63% | – |
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% |