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 | $144,648 | -2.6% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $148,498 | +2556.0% | 1,400 | +2541.5% | 0.03% | +2500.0% |
| Q1 2023 | $5,591 | -2.5% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,735 | +14.7% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -16.7% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | -66.7% | 53 | -70.1% | 0.00% | -66.7% |
| Q1 2021 | $18,000 | -33.3% | 177 | -47.8% | 0.00% | -57.1% |
| Q2 2020 | $27,000 | -34.1% | 339 | -32.2% | 0.01% | -46.2% |
| Q1 2018 | $41,000 | -4.7% | 500 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $43,000 | +4.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $41,000 | +5.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $39,000 | 0.0% | 500 | 0.0% | 0.01% | -6.7% |
| Q1 2017 | $39,000 | +2.6% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $38,000 | +5.6% | 500 | 0.0% | 0.02% | -6.2% |
| Q3 2016 | $36,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $36,000 | +2.9% | 500 | 0.0% | 0.02% | -11.1% |
| Q1 2016 | $35,000 | +6.1% | 500 | 0.0% | 0.02% | +5.9% |
| Q4 2015 | $33,000 | +6.5% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $31,000 | -8.8% | 500 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.02% | -5.6% |
| Q4 2014 | $34,000 | +3.0% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $33,000 | 0.0% | 500 | 0.0% | 0.02% | -5.3% |
| Q2 2014 | $33,000 | +3.1% | 500 | 0.0% | 0.02% | -5.0% |
| Q1 2014 | $32,000 | +3.2% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $31,000 | – | 500 | – | 0.02% | – |
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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% |