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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $405,148 | -20.3% | 3,840 | -18.3% | 0.12% | -24.3% |
| Q4 2022 | $508,404 | +4.8% | 4,698 | -8.1% | 0.15% | -7.3% |
| Q3 2022 | $485,000 | +85.8% | 5,112 | +98.9% | 0.16% | +92.9% |
| Q2 2022 | $261,000 | -7.1% | 2,570 | +2.7% | 0.08% | -1.2% |
| Q1 2022 | $281,000 | +14.2% | 2,503 | +14.0% | 0.09% | +17.8% |
| Q4 2021 | $246,000 | +18.8% | 2,195 | +9.8% | 0.07% | +12.3% |
| Q3 2021 | $207,000 | -15.5% | 2,000 | -14.6% | 0.06% | -26.1% |
| Q2 2021 | $245,000 | -0.8% | 2,341 | -10.1% | 0.09% | -23.5% |
| Q4 2020 | $247,000 | – | 2,604 | – | 0.12% | – |
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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% |