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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $11,046,000 | +18.4% | 104,949 | +13.7% | 0.25% | +5.4% |
| Q1 2021 | $9,333,000 | +12.1% | 92,322 | +4.8% | 0.24% | +2.1% |
| Q4 2020 | $8,325,000 | +549.4% | 88,128 | +456.3% | 0.23% | +444.2% |
| Q3 2020 | $1,282,000 | -0.8% | 15,842 | -3.4% | 0.04% | -10.4% |
| Q2 2020 | $1,292,000 | +24.5% | 16,404 | +11.8% | 0.05% | +6.7% |
| Q1 2020 | $1,038,000 | -79.4% | 14,671 | -72.7% | 0.04% | -76.8% |
| Q4 2019 | $5,036,000 | +22.4% | 53,744 | +15.8% | 0.19% | +9.6% |
| Q3 2019 | $4,116,000 | +58.3% | 46,393 | +58.1% | 0.18% | +50.0% |
| Q2 2019 | $2,600,000 | -49.4% | 29,349 | -51.0% | 0.12% | -53.7% |
| Q1 2019 | $5,134,000 | +42.2% | 59,932 | +32.7% | 0.26% | +15.4% |
| Q4 2018 | $3,611,000 | +18.2% | 45,155 | +28.7% | 0.22% | +4.2% |
| Q3 2018 | $3,055,000 | +34.9% | 35,073 | +32.1% | 0.21% | +10.4% |
| Q2 2018 | $2,264,000 | +32.0% | 26,556 | +27.8% | 0.19% | -5.9% |
| Q1 2018 | $1,715,000 | -77.2% | 20,786 | -75.0% | 0.20% | -85.5% |
| Q4 2017 | $7,510,000 | – | 83,158 | – | 1.41% | – |
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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% |