VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,062 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 2023 | $15,628,200 | +8.0% | 140,000 | 0.0% | 2.04% | -4.0% |
| Q3 2023 | $14,464,800 | -71.7% | 140,000 | -69.2% | 2.13% | -63.9% |
| Q1 2022 | $51,073,000 | -64.0% | 455,000 | -64.0% | 5.88% | -54.7% |
| Q4 2021 | $141,818,000 | +4.7% | 1,265,000 | -3.4% | 12.98% | -2.0% |
| Q3 2021 | $135,388,000 | +0.8% | 1,310,000 | +2.2% | 13.24% | -0.7% |
| Q2 2021 | $134,314,000 | -14.3% | 1,282,000 | -17.3% | 13.34% | -10.7% |
| Q1 2021 | $156,688,000 | +13.8% | 1,550,000 | +3.0% | 14.94% | +15.5% |
| Q4 2020 | $137,722,000 | +819.9% | 1,505,000 | +713.5% | 12.93% | +436.7% |
| Q3 2020 | $14,972,000 | – | 185,000 | – | 2.41% | – |
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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% |
| Piedmont Capital Management, 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% |