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 | $20,742,864 | +1.8% | 200,763 | +4.6% | 4.20% | +1.6% |
| Q2 2023 | $20,366,119 | +8.1% | 192,006 | +7.5% | 4.13% | -2.5% |
| Q1 2023 | $18,843,544 | -14.8% | 178,612 | -12.6% | 4.24% | -22.3% |
| Q4 2022 | $22,126,096 | +40.3% | 204,474 | +23.1% | 5.46% | +28.0% |
| Q3 2022 | $15,766,000 | -4.0% | 166,166 | +3.1% | 4.26% | -0.9% |
| Q2 2022 | $16,430,000 | -9.8% | 161,138 | -0.7% | 4.30% | +6.2% |
| Q1 2022 | $18,223,000 | +6.5% | 162,345 | +6.4% | 4.05% | +9.6% |
| Q4 2021 | $17,112,000 | +26.2% | 152,632 | +16.4% | 3.69% | +6.6% |
| Q3 2021 | $13,563,000 | +192.6% | 131,086 | +196.2% | 3.47% | +183.6% |
| Q2 2021 | $4,636,000 | +19.6% | 44,250 | +15.4% | 1.22% | +6.0% |
| Q1 2021 | $3,875,000 | +25.5% | 38,336 | +13.6% | 1.15% | +15.1% |
| Q4 2020 | $3,087,000 | – | 33,738 | – | 1.00% | – |
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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% |