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 | $2,110,511 | -15.1% | 20,427 | -12.8% | 1.85% | -30.0% |
| Q2 2023 | $2,484,895 | -17.1% | 23,427 | -17.6% | 2.65% | -37.4% |
| Q1 2023 | $2,999,042 | -5.4% | 28,427 | -2.9% | 4.23% | -14.9% |
| Q4 2022 | $3,168,605 | +45.3% | 29,282 | +27.4% | 4.97% | +22.6% |
| Q3 2022 | $2,181,000 | -6.7% | 22,982 | 0.0% | 4.05% | -1.2% |
| Q2 2022 | $2,337,000 | -9.4% | 22,982 | 0.0% | 4.10% | +56.5% |
| Q1 2022 | $2,580,000 | +0.1% | 22,982 | 0.0% | 2.62% | +9.7% |
| Q4 2021 | $2,577,000 | -45.7% | 22,982 | -50.0% | 2.39% | +40.9% |
| Q3 2021 | $4,750,000 | +97.3% | 45,964 | +100.0% | 1.70% | -1.0% |
| Q2 2021 | $2,408,000 | +2.9% | 22,982 | -0.7% | 1.71% | -29.7% |
| Q1 2021 | $2,339,000 | +167.9% | 23,141 | +142.5% | 2.43% | +83.4% |
| Q4 2020 | $873,000 | – | 9,541 | – | 1.33% | – |
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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% |