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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $28,000 | -95.7% | 250 | -96.0% | 0.01% | -94.5% |
| Q3 2021 | $647,000 | +3.7% | 6,264 | +5.1% | 0.24% | +3.5% |
| Q2 2021 | $624,000 | +6.5% | 5,961 | +2.9% | 0.23% | -0.4% |
| Q1 2021 | $586,000 | +85.4% | 5,794 | +68.0% | 0.23% | +71.4% |
| Q4 2020 | $316,000 | +20.6% | 3,449 | +6.5% | 0.13% | -2.2% |
| Q3 2020 | $262,000 | +8.3% | 3,239 | +5.5% | 0.14% | +0.7% |
| Q2 2020 | $242,000 | -10.0% | 3,071 | -20.0% | 0.14% | -59.5% |
| Q1 2020 | $269,000 | -84.7% | 3,838 | -79.5% | 0.33% | -64.0% |
| Q4 2019 | $1,754,000 | +1152.9% | 18,753 | +1092.2% | 0.93% | +895.7% |
| Q3 2019 | $140,000 | -32.7% | 1,573 | -33.8% | 0.09% | -33.1% |
| Q2 2019 | $208,000 | -49.6% | 2,375 | -50.7% | 0.14% | -53.0% |
| Q1 2019 | $413,000 | -14.0% | 4,819 | -21.1% | 0.30% | -20.6% |
| Q4 2018 | $480,000 | -50.9% | 6,104 | -45.9% | 0.37% | -42.9% |
| Q3 2018 | $978,000 | -34.1% | 11,274 | -37.0% | 0.65% | -39.1% |
| Q2 2018 | $1,484,000 | -11.8% | 17,891 | -12.2% | 1.07% | -12.8% |
| Q1 2018 | $1,683,000 | – | 20,373 | – | 1.23% | – |
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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% |