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 | $2,112,376 | -5.3% | 20,445 | -2.8% | 0.02% | 0.0% |
| Q2 2023 | $2,230,866 | +12.3% | 21,032 | +11.7% | 0.02% | +5.0% |
| Q1 2023 | $1,986,674 | -0.9% | 18,831 | +1.6% | 0.02% | -4.8% |
| Q4 2022 | $2,004,808 | +14.3% | 18,527 | +0.2% | 0.02% | +5.0% |
| Q3 2022 | $1,754,000 | -8.4% | 18,497 | -1.7% | 0.02% | -4.8% |
| Q2 2022 | $1,914,000 | +96.5% | 18,812 | +116.7% | 0.02% | +133.3% |
| Q1 2022 | $974,000 | +0.8% | 8,683 | +0.8% | 0.01% | 0.0% |
| Q4 2021 | $966,000 | +4.7% | 8,617 | -3.5% | 0.01% | -10.0% |
| Q3 2021 | $923,000 | -23.1% | 8,925 | -22.1% | 0.01% | -16.7% |
| Q2 2021 | $1,200,000 | +128.1% | 11,461 | +120.6% | 0.01% | +100.0% |
| Q1 2021 | $526,000 | +10.7% | 5,195 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $475,000 | +29.8% | 5,195 | +14.8% | 0.01% | +20.0% |
| Q3 2020 | $366,000 | -0.3% | 4,524 | -3.1% | 0.01% | -16.7% |
| Q2 2020 | $367,000 | +11.6% | 4,669 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $329,000 | -32.2% | 4,658 | -10.1% | 0.01% | -14.3% |
| Q4 2019 | $485,000 | -6.0% | 5,179 | -11.0% | 0.01% | -12.5% |
| Q3 2019 | $516,000 | +1.6% | 5,816 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $508,000 | +30.9% | 5,812 | +28.5% | 0.01% | +33.3% |
| Q1 2019 | $388,000 | +9.6% | 4,522 | -0.4% | 0.01% | 0.0% |
| Q4 2018 | $354,000 | -10.2% | 4,539 | +0.3% | 0.01% | 0.0% |
| Q3 2018 | $394,000 | +78.3% | 4,524 | +69.8% | 0.01% | +50.0% |
| Q2 2018 | $221,000 | +281.0% | 2,664 | +275.7% | 0.00% | +300.0% |
| Q1 2018 | $58,000 | -62.1% | 709 | -60.2% | 0.00% | -50.0% |
| Q4 2017 | $153,000 | +112.5% | 1,783 | +102.2% | 0.00% | +100.0% |
| Q3 2017 | $72,000 | +166.7% | 882 | +156.4% | 0.00% | – |
| Q2 2017 | $27,000 | -82.8% | 344 | -83.4% | 0.00% | -100.0% |
| Q4 2016 | $157,000 | +40.2% | 2,075 | +26.1% | 0.00% | 0.0% |
| Q1 2016 | $112,000 | 0.0% | 1,645 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $112,000 | -22.2% | 1,645 | -48.2% | 0.00% | -50.0% |
| Q4 2011 | $144,000 | +42.6% | 3,178 | +27.1% | 0.01% | +50.0% |
| Q3 2011 | $101,000 | – | 2,500 | – | 0.00% | – |
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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% |