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 | $36,590,723 | -1.1% | 354,153 | +1.5% | 0.15% | +5.8% |
| Q2 2023 | $37,005,511 | -0.5% | 348,876 | -1.0% | 0.14% | -4.2% |
| Q1 2023 | $37,195,989 | -84.6% | 352,565 | -92.6% | 0.14% | -70.4% |
| Q4 2022 | $241,456,618 | +613.0% | 4,744,806 | +1229.2% | 0.49% | +224.0% |
| Q3 2022 | $33,867,000 | -4.6% | 356,964 | +2.3% | 0.15% | -10.2% |
| Q2 2022 | $35,491,000 | -7.8% | 348,984 | +1.8% | 0.17% | -1.8% |
| Q1 2022 | $38,483,000 | -4.9% | 342,838 | -5.0% | 0.17% | 0.0% |
| Q4 2021 | $40,456,000 | +8.3% | 360,857 | -0.2% | 0.17% | +1.2% |
| Q3 2021 | $37,366,000 | -3.1% | 361,546 | -1.7% | 0.17% | -0.6% |
| Q2 2021 | $38,545,000 | -8.2% | 367,899 | -11.4% | 0.17% | -6.6% |
| Q1 2021 | $41,992,000 | +5.5% | 415,384 | -4.5% | 0.18% | +3.4% |
| Q4 2020 | $39,794,000 | +9.9% | 434,858 | -2.8% | 0.18% | -1.7% |
| Q3 2020 | $36,193,000 | -0.5% | 447,207 | -3.1% | 0.18% | -8.7% |
| Q2 2020 | $36,370,000 | +19.1% | 461,655 | +7.0% | 0.20% | +7.7% |
| Q1 2020 | $30,539,000 | -27.2% | 431,642 | -3.6% | 0.18% | -8.1% |
| Q4 2019 | $41,977,000 | +5.6% | 447,944 | -0.0% | 0.20% | -0.5% |
| Q3 2019 | $39,750,000 | +5.5% | 447,977 | +3.9% | 0.20% | +0.5% |
| Q2 2019 | $37,686,000 | +6.0% | 431,298 | +3.9% | 0.20% | +5.9% |
| Q1 2019 | $35,569,000 | +19.5% | 415,231 | +8.8% | 0.19% | +8.8% |
| Q4 2018 | $29,760,000 | -4.7% | 381,589 | +6.4% | 0.17% | +9.6% |
| Q3 2018 | $31,241,000 | -23.5% | 358,725 | -27.0% | 0.16% | -29.1% |
| Q2 2018 | $40,818,000 | +3.5% | 491,480 | +2.8% | 0.22% | +3.8% |
| Q1 2018 | $39,437,000 | +38.1% | 478,073 | +43.4% | 0.21% | +41.3% |
| Q4 2017 | $28,552,000 | +16.3% | 333,428 | +10.1% | 0.15% | +12.8% |
| Q3 2017 | $24,557,000 | +82.0% | 302,920 | +75.4% | 0.13% | +66.2% |
| Q2 2017 | $13,496,000 | -8.4% | 172,670 | -9.0% | 0.08% | -10.1% |
| Q1 2017 | $14,741,000 | +5.3% | 189,831 | +2.7% | 0.09% | +2.3% |
| Q4 2016 | $14,003,000 | +9.9% | 184,799 | +4.6% | 0.09% | +7.4% |
| Q3 2016 | $12,742,000 | -2.8% | 176,614 | -3.8% | 0.08% | -8.0% |
| Q2 2016 | $13,114,000 | +13.8% | 183,511 | +10.0% | 0.09% | +12.8% |
| Q1 2016 | $11,522,000 | +12.6% | 166,893 | +8.8% | 0.08% | +14.7% |
| Q4 2015 | $10,236,000 | +3.5% | 153,351 | -2.8% | 0.07% | +1.5% |
| Q3 2015 | $9,886,000 | -9.3% | 157,799 | -2.6% | 0.07% | +1.5% |
| Q2 2015 | $10,904,000 | -3.9% | 161,969 | -2.5% | 0.07% | -7.0% |
| Q1 2015 | $11,346,000 | +0.7% | 166,118 | +1.4% | 0.07% | 0.0% |
| Q4 2014 | $11,264,000 | +0.9% | 163,843 | -2.5% | 0.07% | -1.4% |
| Q3 2014 | $11,163,000 | +109.8% | 168,091 | +109.5% | 0.07% | -67.7% |
| Q2 2014 | $5,320,000 | +3.1% | 80,229 | -1.8% | 0.22% | +4.2% |
| Q1 2014 | $5,158,000 | +31.3% | 81,717 | +29.7% | 0.21% | +30.5% |
| Q4 2013 | $3,927,000 | +147.6% | 63,014 | +128.3% | 0.16% | +115.8% |
| Q3 2013 | $1,586,000 | +4.8% | 27,600 | +2.8% | 0.08% | +4.1% |
| Q2 2013 | $1,514,000 | – | 26,856 | – | 0.07% | – |
Download | ||||||
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% |