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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $259,704 | +13.9% | 2,400 | 0.0% | 0.97% | +6.9% |
| Q3 2022 | $228,000 | -6.6% | 2,400 | 0.0% | 0.91% | -0.2% |
| Q2 2022 | $244,000 | -9.3% | 2,400 | 0.0% | 0.91% | +25.8% |
| Q1 2022 | $269,000 | -11.5% | 2,400 | -11.5% | 0.72% | +182.1% |
| Q4 2021 | $304,000 | +25.6% | 2,712 | +15.9% | 0.26% | +16.8% |
| Q3 2021 | $242,000 | -87.7% | 2,340 | -89.1% | 0.22% | -88.5% |
| Q4 2020 | $1,962,000 | -55.6% | 21,450 | -60.7% | 1.92% | -58.1% |
| Q3 2020 | $4,420,000 | -6.3% | 54,624 | -8.7% | 4.57% | -16.4% |
| Q2 2020 | $4,715,000 | +8.0% | 59,859 | -3.0% | 5.47% | -4.0% |
| Q1 2020 | $4,365,000 | -22.2% | 61,709 | +3.1% | 5.70% | +0.3% |
| Q4 2019 | $5,611,000 | – | 59,879 | – | 5.68% | – |
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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% |