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 | $2,461,185 | -2.6% | 23,821 | 0.0% | 0.36% | +0.6% |
| Q2 2023 | $2,526,693 | -8.8% | 23,821 | -9.3% | 0.36% | -14.2% |
| Q1 2023 | $2,770,113 | -2.5% | 26,257 | -0.0% | 0.42% | -7.8% |
| Q4 2022 | $2,841,486 | +14.0% | 26,259 | -0.0% | 0.45% | +4.2% |
| Q3 2022 | $2,492,000 | +2.7% | 26,266 | +10.1% | 0.43% | +5.6% |
| Q2 2022 | $2,427,000 | -9.2% | 23,860 | +0.2% | 0.41% | +4.6% |
| Q1 2022 | $2,672,000 | +1.1% | 23,806 | +1.0% | 0.39% | +5.7% |
| Q4 2021 | $2,643,000 | -1.5% | 23,573 | -9.2% | 0.37% | -10.4% |
| Q3 2021 | $2,683,000 | +8.6% | 25,963 | +10.1% | 0.41% | +6.2% |
| Q2 2021 | $2,470,000 | +14.8% | 23,573 | +10.8% | 0.39% | +4.3% |
| Q1 2021 | $2,151,000 | +156.1% | 21,277 | +131.9% | 0.37% | +124.7% |
| Q4 2020 | $840,000 | – | 9,177 | – | 0.17% | – |
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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% |