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 | $375,858 | -10.7% | 3,638 | -8.3% | 0.07% | -11.9% |
| Q2 2023 | $420,866 | -0.3% | 3,968 | -0.9% | 0.08% | -8.7% |
| Q1 2023 | $422,296 | -1.3% | 4,003 | +1.3% | 0.09% | -7.1% |
| Q4 2022 | $427,733 | +24.0% | 3,953 | +8.6% | 0.10% | +11.2% |
| Q3 2022 | $345,000 | +0.9% | 3,641 | +8.3% | 0.09% | +2.3% |
| Q2 2022 | $342,000 | -8.1% | 3,361 | +1.5% | 0.09% | -3.3% |
| Q1 2022 | $372,000 | -82.1% | 3,311 | -82.2% | 0.09% | -79.3% |
| Q4 2021 | $2,083,000 | +8.5% | 18,580 | 0.0% | 0.43% | -4.8% |
| Q3 2021 | $1,920,000 | +1.5% | 18,580 | +3.0% | 0.46% | -29.7% |
| Q2 2021 | $1,891,000 | -1.5% | 18,047 | -4.9% | 0.65% | -7.5% |
| Q1 2021 | $1,919,000 | +10.5% | 18,984 | +0.1% | 0.70% | -12.0% |
| Q4 2020 | $1,736,000 | – | 18,967 | – | 0.80% | – |
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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% |