VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,380,421 | -4.0% | 148,862 | -1.5% | 0.28% | -0.4% |
| Q2 2023 | $16,027,389 | -1.4% | 151,102 | -1.9% | 0.28% | -6.3% |
| Q1 2023 | $16,251,326 | -10.1% | 154,041 | -7.8% | 0.30% | -14.5% |
| Q4 2022 | $18,075,506 | +18.1% | 167,041 | +3.6% | 0.35% | +6.3% |
| Q3 2022 | $15,305,000 | +0.4% | 161,313 | +7.7% | 0.33% | +3.1% |
| Q2 2022 | $15,237,000 | +12.6% | 149,823 | +24.3% | 0.32% | +32.1% |
| Q1 2022 | $13,535,000 | +9.2% | 120,580 | +9.0% | 0.24% | +19.1% |
| Q4 2021 | $12,397,000 | +17.2% | 110,578 | +8.0% | 0.20% | +8.5% |
| Q3 2021 | $10,579,000 | -2.6% | 102,360 | -1.3% | 0.19% | -10.5% |
| Q2 2021 | $10,866,000 | +155.6% | 103,712 | +146.6% | 0.21% | +144.2% |
| Q1 2021 | $4,251,000 | +8.6% | 42,052 | -1.7% | 0.09% | +4.9% |
| Q4 2020 | $3,913,000 | +9.6% | 42,762 | -3.1% | 0.08% | -2.4% |
| Q3 2020 | $3,570,000 | +4.4% | 44,113 | +1.7% | 0.08% | -1.2% |
| Q2 2020 | $3,418,000 | +3.7% | 43,389 | -6.9% | 0.08% | -11.5% |
| Q1 2020 | $3,296,000 | -29.0% | 46,592 | -6.0% | 0.10% | -11.1% |
| Q4 2019 | $4,643,000 | +10.1% | 49,544 | +4.2% | 0.11% | +1.9% |
| Q3 2019 | $4,218,000 | +3.9% | 47,534 | +2.3% | 0.11% | 0.0% |
| Q2 2019 | $4,059,000 | +3.8% | 46,451 | +1.8% | 0.11% | +1.0% |
| Q1 2019 | $3,910,000 | +13.1% | 45,641 | +3.0% | 0.10% | -0.9% |
| Q4 2018 | $3,456,000 | -15.1% | 44,310 | -5.2% | 0.11% | -7.0% |
| Q3 2018 | $4,071,000 | +7.0% | 46,745 | +2.0% | 0.11% | -0.9% |
| Q2 2018 | $3,804,000 | -12.8% | 45,807 | -13.4% | 0.12% | -14.8% |
| Q1 2018 | $4,363,000 | -8.8% | 52,894 | -5.3% | 0.14% | -4.9% |
| Q4 2017 | $4,784,000 | +2.6% | 55,869 | -2.9% | 0.14% | -1.4% |
| Q3 2017 | $4,665,000 | -5.9% | 57,545 | -9.3% | 0.14% | -5.3% |
| Q2 2017 | $4,958,000 | -12.8% | 63,429 | -13.4% | 0.15% | -12.6% |
| Q1 2017 | $5,685,000 | +0.2% | 73,211 | -2.2% | 0.17% | -5.4% |
| Q4 2016 | $5,672,000 | +1.9% | 74,860 | -3.0% | 0.18% | -3.7% |
| Q3 2016 | $5,568,000 | +26.9% | 77,178 | +25.7% | 0.19% | +24.0% |
| Q2 2016 | $4,389,000 | +68.9% | 61,413 | +63.1% | 0.15% | +67.4% |
| Q1 2016 | $2,599,000 | +9.8% | 37,649 | +6.1% | 0.09% | -8.0% |
| Q4 2015 | $2,368,000 | -0.9% | 35,475 | -7.0% | 0.10% | -7.4% |
| Q3 2015 | $2,389,000 | -31.0% | 38,129 | -25.8% | 0.11% | -25.0% |
| Q2 2015 | $3,461,000 | +3.2% | 51,403 | +4.7% | 0.14% | +3.6% |
| Q1 2015 | $3,355,000 | +107.2% | 49,117 | +108.5% | 0.14% | +104.4% |
| Q4 2014 | $1,619,000 | +79.9% | 23,559 | +73.9% | 0.07% | +70.0% |
| Q3 2014 | $900,000 | +30.4% | 13,548 | +30.3% | 0.04% | +33.3% |
| Q2 2014 | $690,000 | – | 10,395 | – | 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% |