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 | $21,507,194 | -4.5% | 208,161 | -1.9% | 0.62% | -3.6% |
| Q2 2023 | $22,517,600 | -11.4% | 212,290 | -11.8% | 0.64% | -17.0% |
| Q1 2023 | $25,402,289 | +89940.7% | 240,780 | -7.6% | 0.78% | -12.2% |
| Q4 2022 | $28,212 | -99.9% | 260,714 | -51.0% | 0.88% | +1.6% |
| Q3 2022 | $25,286,261 | -10.5% | 532,492 | +91.6% | 0.87% | -8.7% |
| Q2 2022 | $28,268,000 | +302.4% | 277,956 | +344.2% | 0.95% | +266.9% |
| Q1 2022 | $7,024,000 | -0.5% | 62,568 | -0.6% | 0.26% | +3.2% |
| Q4 2021 | $7,058,000 | +1.8% | 62,953 | -6.1% | 0.25% | -3.8% |
| Q3 2021 | $6,933,000 | -1.7% | 67,078 | -0.3% | 0.26% | -0.4% |
| Q2 2021 | $7,050,000 | +3.3% | 67,298 | -0.4% | 0.26% | -3.0% |
| Q1 2021 | $6,828,000 | +8.2% | 67,544 | -2.1% | 0.27% | +1.9% |
| Q4 2020 | $6,312,000 | +5.4% | 68,980 | -6.8% | 0.27% | -8.0% |
| Q3 2020 | $5,987,000 | 0.0% | 73,974 | -2.7% | 0.29% | -5.6% |
| Q2 2020 | $5,987,000 | +8.8% | 76,000 | -2.3% | 0.31% | -9.5% |
| Q1 2020 | $5,505,000 | -33.2% | 77,821 | -11.5% | 0.34% | -16.3% |
| Q4 2019 | $8,242,000 | +0.8% | 87,949 | -4.6% | 0.40% | -1.9% |
| Q3 2019 | $8,176,000 | +7.4% | 92,146 | +5.8% | 0.41% | +6.5% |
| Q2 2019 | $7,612,000 | -8.4% | 87,112 | -10.2% | 0.39% | -10.8% |
| Q1 2019 | $8,311,000 | -4.1% | 97,027 | -12.7% | 0.43% | -9.6% |
| Q4 2018 | $8,667,000 | -15.6% | 111,121 | -5.8% | 0.48% | -5.1% |
| Q3 2018 | $10,272,000 | +0.8% | 117,952 | -3.9% | 0.51% | -3.8% |
| Q2 2018 | $10,190,000 | -7.6% | 122,687 | -8.2% | 0.53% | -9.5% |
| Q1 2018 | $11,026,000 | -11.2% | 133,666 | -7.9% | 0.58% | -9.5% |
| Q4 2017 | $12,421,000 | +1.4% | 145,053 | -4.0% | 0.64% | -3.6% |
| Q3 2017 | $12,251,000 | +3.4% | 151,116 | -0.3% | 0.67% | +2.5% |
| Q2 2017 | $11,843,000 | -2.0% | 151,525 | -2.6% | 0.65% | -2.0% |
| Q1 2017 | $12,080,000 | +2.1% | 155,573 | -0.3% | 0.66% | -2.4% |
| Q4 2016 | $11,827,000 | +1.6% | 156,089 | -3.3% | 0.68% | +2.0% |
| Q3 2016 | $11,643,000 | +1.0% | 161,396 | +0.0% | 0.67% | +2.0% |
| Q2 2016 | $11,530,000 | +6.8% | 161,352 | +3.2% | 0.65% | +2.7% |
| Q1 2016 | $10,799,000 | -1.9% | 156,424 | -5.2% | 0.64% | -2.5% |
| Q4 2015 | $11,011,000 | +8.0% | 164,956 | +1.4% | 0.65% | +5.5% |
| Q3 2015 | $10,191,000 | -1.0% | 162,660 | +6.3% | 0.62% | +6.7% |
| Q2 2015 | $10,298,000 | -2.9% | 152,966 | -1.5% | 0.58% | 0.0% |
| Q1 2015 | $10,601,000 | +864.6% | 155,221 | +870.9% | 0.58% | +727.1% |
| Q4 2014 | $1,099,000 | +68.8% | 15,988 | +38.5% | 0.07% | +1.4% |
| Q2 2013 | $651,000 | – | 11,540 | – | 0.07% | – |
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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% |