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 | $3,591,496 | -3.1% | 34,762 | -0.5% | 1.13% | -1.5% |
| Q2 2023 | $3,704,762 | +57.1% | 34,927 | +56.2% | 1.15% | -27.6% |
| Q1 2023 | $2,358,437 | +5.2% | 22,355 | -5.4% | 1.59% | -6.9% |
| Q3 2022 | $2,242,000 | -8.0% | 23,629 | -1.4% | 1.71% | -5.0% |
| Q2 2022 | $2,437,000 | -54.6% | 23,961 | -49.9% | 1.80% | +8.3% |
| Q1 2022 | $5,373,000 | +92.6% | 47,864 | +92.3% | 1.66% | -6.6% |
| Q4 2021 | $2,790,000 | -53.1% | 24,887 | -56.7% | 1.78% | -11.9% |
| Q3 2021 | $5,949,000 | +74.4% | 57,541 | +76.7% | 2.02% | -15.3% |
| Q2 2021 | $3,412,000 | -3.4% | 32,571 | -6.8% | 2.38% | -8.8% |
| Q1 2021 | $3,532,000 | +6.3% | 34,937 | -3.8% | 2.61% | +4.9% |
| Q4 2020 | $3,324,000 | +4.7% | 36,319 | -7.4% | 2.49% | -1.7% |
| Q3 2020 | $3,175,000 | -2.3% | 39,214 | -52.4% | 2.53% | -5.4% |
| Q2 2020 | $3,249,000 | +8.3% | 82,395 | +94.3% | 2.68% | -8.4% |
| Q1 2020 | $3,000,000 | -30.7% | 42,404 | -8.3% | 2.92% | -14.3% |
| Q4 2019 | $4,330,000 | – | 46,250 | – | 3.41% | – |
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% |