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 | $2,127,462 | +4.6% | 20,591 | +7.4% | 0.01% | +11.1% |
Q2 2023 | $2,033,468 | -16.1% | 19,171 | -16.6% | 0.01% | -18.2% |
Q1 2023 | $2,425,023 | +18.8% | 22,986 | +21.9% | 0.01% | +10.0% |
Q4 2022 | $2,041,273 | +7.8% | 18,864 | -5.5% | 0.01% | 0.0% |
Q3 2022 | $1,894,000 | +1.9% | 19,962 | +9.2% | 0.01% | +11.1% |
Q2 2022 | $1,858,000 | -11.1% | 18,273 | -1.9% | 0.01% | 0.0% |
Q1 2022 | $2,091,000 | -7.2% | 18,626 | -7.4% | 0.01% | 0.0% |
Q4 2021 | $2,254,000 | +10.1% | 20,104 | +1.5% | 0.01% | 0.0% |
Q3 2021 | $2,048,000 | -8.1% | 19,814 | -6.8% | 0.01% | -10.0% |
Q2 2021 | $2,229,000 | +1.4% | 21,271 | -2.2% | 0.01% | 0.0% |
Q1 2021 | $2,199,000 | +5.5% | 21,750 | -4.5% | 0.01% | 0.0% |
Q4 2020 | $2,085,000 | +14.9% | 22,785 | +1.6% | 0.01% | 0.0% |
Q3 2020 | $1,815,000 | +7.5% | 22,431 | +4.6% | 0.01% | 0.0% |
Q2 2020 | $1,689,000 | -7.2% | 21,436 | -16.7% | 0.01% | -23.1% |
Q1 2020 | $1,820,000 | -25.7% | 25,727 | -1.5% | 0.01% | -7.1% |
Q4 2019 | $2,449,000 | -14.9% | 26,130 | -19.4% | 0.01% | -17.6% |
Q3 2019 | $2,878,000 | +76.2% | 32,435 | +73.5% | 0.02% | +70.0% |
Q2 2019 | $1,633,000 | +17.8% | 18,691 | +15.5% | 0.01% | +11.1% |
Q1 2019 | $1,386,000 | -3.0% | 16,177 | -11.7% | 0.01% | -10.0% |
Q4 2018 | $1,429,000 | -1.4% | 18,319 | +10.1% | 0.01% | +11.1% |
Q3 2018 | $1,449,000 | +4.8% | 16,637 | -0.1% | 0.01% | 0.0% |
Q2 2018 | $1,383,000 | -5.9% | 16,650 | -6.6% | 0.01% | -10.0% |
Q1 2018 | $1,470,000 | -9.2% | 17,821 | -5.7% | 0.01% | -9.1% |
Q4 2017 | $1,619,000 | +15.6% | 18,903 | +9.5% | 0.01% | +10.0% |
Q3 2017 | $1,400,000 | +5.7% | 17,270 | +1.9% | 0.01% | 0.0% |
Q2 2017 | $1,324,000 | -1.6% | 16,940 | -2.3% | 0.01% | 0.0% |
Q1 2017 | $1,346,000 | -22.6% | 17,340 | -24.4% | 0.01% | -28.6% |
Q4 2016 | $1,738,000 | -4.8% | 22,939 | -9.3% | 0.01% | -6.7% |
Q3 2016 | $1,825,000 | +41.0% | 25,293 | +39.7% | 0.02% | +36.4% |
Q2 2016 | $1,294,000 | +26.2% | 18,110 | +22.0% | 0.01% | +22.2% |
Q1 2016 | $1,025,000 | +0.8% | 14,840 | -2.6% | 0.01% | 0.0% |
Q4 2015 | $1,017,000 | +2.5% | 15,240 | -3.8% | 0.01% | 0.0% |
Q3 2015 | $992,000 | +1.8% | 15,840 | +9.5% | 0.01% | +12.5% |
Q2 2015 | $974,000 | -1.6% | 14,465 | -0.2% | 0.01% | -11.1% |
Q1 2015 | $990,000 | -13.4% | 14,494 | -12.8% | 0.01% | -10.0% |
Q4 2014 | $1,143,000 | +3.4% | 16,624 | -0.1% | 0.01% | 0.0% |
Q3 2014 | $1,105,000 | +2.6% | 16,646 | +2.5% | 0.01% | 0.0% |
Q2 2014 | $1,077,000 | +4.5% | 16,246 | -0.6% | 0.01% | 0.0% |
Q1 2014 | $1,031,000 | +1.3% | 16,336 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $1,018,000 | +2.3% | 16,336 | -5.6% | 0.01% | 0.0% |
Q3 2013 | $995,000 | +13.5% | 17,309 | +11.2% | 0.01% | +11.1% |
Q2 2013 | $877,000 | – | 15,564 | – | 0.01% | – |
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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% |