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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,538 | -99.9% | 14,217 | +16.8% | 0.04% | +21.2% |
| Q3 2022 | $1,154,000 | -2.8% | 12,167 | +4.3% | 0.03% | +3.1% |
| Q2 2022 | $1,187,000 | -9.4% | 11,667 | 0.0% | 0.03% | +6.7% |
| Q1 2022 | $1,310,000 | -0.5% | 11,667 | -0.6% | 0.03% | +7.1% |
| Q4 2021 | $1,316,000 | +10.4% | 11,742 | +1.8% | 0.03% | 0.0% |
| Q3 2021 | $1,192,000 | 0.0% | 11,530 | +1.3% | 0.03% | 0.0% |
| Q2 2021 | $1,192,000 | +64.9% | 11,380 | +59.2% | 0.03% | +47.4% |
| Q1 2021 | $723,000 | +10.6% | 7,149 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $654,000 | +14.7% | 7,149 | +1.5% | 0.02% | 0.0% |
| Q3 2020 | $570,000 | +2.7% | 7,046 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $555,000 | -14.7% | 7,046 | -23.4% | 0.02% | -24.0% |
| Q1 2020 | $651,000 | -29.1% | 9,196 | -6.1% | 0.02% | -13.8% |
| Q4 2019 | $918,000 | +5.6% | 9,796 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $869,000 | +1.5% | 9,796 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $856,000 | +9.7% | 9,796 | +7.6% | 0.03% | +3.6% |
| Q1 2019 | $780,000 | +20.6% | 9,100 | +9.6% | 0.03% | +7.7% |
| Q4 2018 | $647,000 | -10.5% | 8,300 | 0.0% | 0.03% | +4.0% |
| Q3 2018 | $723,000 | +4.9% | 8,300 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $689,000 | -12.1% | 8,300 | -12.6% | 0.03% | -10.3% |
| Q1 2018 | $784,000 | -3.6% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $813,000 | +5.6% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $770,000 | +3.6% | 9,500 | 0.0% | 0.03% | +3.6% |
| Q2 2017 | $743,000 | +0.7% | 9,500 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $738,000 | +2.5% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $720,000 | -10.1% | 9,500 | -14.4% | 0.03% | -12.1% |
| Q3 2016 | $801,000 | +1.0% | 11,100 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $793,000 | +3.5% | 11,100 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $766,000 | +3.4% | 11,100 | 0.0% | 0.03% | +3.1% |
| Q4 2015 | $741,000 | – | 11,100 | – | 0.03% | – |
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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% |