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 | $853,804 | -0.9% | 8,264 | +1.8% | 0.68% | +4.6% |
| Q2 2023 | $861,393 | +0.4% | 8,121 | -0.1% | 0.65% | -6.5% |
| Q1 2023 | $857,850 | -4.5% | 8,131 | -2.0% | 0.69% | -20.8% |
| Q4 2022 | $898,146 | +13.3% | 8,300 | -0.7% | 0.87% | +0.8% |
| Q3 2022 | $793,000 | -6.0% | 8,360 | +0.8% | 0.87% | +4.5% |
| Q2 2022 | $844,000 | -10.2% | 8,296 | -0.9% | 0.83% | +11.1% |
| Q1 2022 | $940,000 | -0.2% | 8,371 | -0.4% | 0.75% | +10.5% |
| Q4 2021 | $942,000 | +0.2% | 8,401 | -7.6% | 0.68% | -9.9% |
| Q3 2021 | $940,000 | +1.5% | 9,095 | +2.8% | 0.75% | +5.9% |
| Q2 2021 | $926,000 | +4.9% | 8,843 | +1.2% | 0.71% | -7.8% |
| Q1 2021 | $883,000 | +11.1% | 8,738 | +0.6% | 0.77% | +5.8% |
| Q4 2020 | $795,000 | +45.6% | 8,686 | +28.8% | 0.73% | +52.8% |
| Q3 2020 | $546,000 | – | 6,746 | – | 0.48% | – |
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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% |