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 | $7,133,336 | +7.1% | 69,041 | +10.0% | 0.09% | +21.1% |
| Q2 2023 | $6,658,090 | +7.1% | 62,771 | +6.5% | 0.07% | -7.8% |
| Q1 2023 | $6,218,411 | +58.5% | 58,942 | +62.6% | 0.08% | -43.8% |
| Q4 2022 | $3,922,217 | +32.6% | 36,246 | +16.2% | 0.14% | +17.1% |
| Q3 2022 | $2,959,000 | -4.0% | 31,183 | +2.9% | 0.12% | -5.6% |
| Q2 2022 | $3,081,000 | -10.4% | 30,299 | -1.1% | 0.12% | +2.5% |
| Q1 2022 | $3,439,000 | +32.7% | 30,640 | +32.6% | 0.12% | +39.1% |
| Q4 2021 | $2,591,000 | +36.2% | 23,108 | +25.5% | 0.09% | +24.3% |
| Q3 2021 | $1,903,000 | -14.7% | 18,414 | -13.6% | 0.07% | -20.5% |
| Q2 2021 | $2,232,000 | +5.9% | 21,308 | +2.2% | 0.09% | -3.3% |
| Q1 2021 | $2,107,000 | +7.5% | 20,844 | -2.7% | 0.09% | 0.0% |
| Q4 2020 | $1,960,000 | +27.9% | 21,415 | +13.1% | 0.09% | +13.8% |
| Q3 2020 | $1,533,000 | +19.9% | 18,942 | +16.7% | 0.08% | +15.9% |
| Q2 2020 | $1,279,000 | +29.7% | 16,237 | +16.5% | 0.07% | +1.5% |
| Q1 2020 | $986,000 | -16.7% | 13,939 | +10.4% | 0.07% | -26.9% |
| Q4 2019 | $1,184,000 | – | 12,630 | – | 0.09% | – |
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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% |