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 | $13,332,206 | -6.5% | 129,038 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $14,258,353 | -16.3% | 134,424 | -16.8% | 0.00% | 0.0% |
| Q1 2023 | $17,040,255 | +4.9% | 161,519 | +7.5% | 0.00% | 0.0% |
| Q4 2022 | $16,251,736 | +18.2% | 150,187 | +3.7% | 0.00% | 0.0% |
| Q3 2022 | $13,745,000 | +0.2% | 144,865 | +7.4% | 0.00% | 0.0% |
| Q2 2022 | $13,720,000 | -8.4% | 134,907 | +1.2% | 0.00% | 0.0% |
| Q1 2022 | $14,970,000 | +0.1% | 133,363 | -0.0% | 0.00% | +50.0% |
| Q4 2021 | $14,957,000 | -1.1% | 133,412 | -8.8% | 0.00% | -33.3% |
| Q3 2021 | $15,126,000 | -8.1% | 146,357 | -6.8% | 0.00% | 0.0% |
| Q2 2021 | $16,454,000 | +50.9% | 157,048 | +45.6% | 0.00% | +50.0% |
| Q1 2021 | $10,905,000 | +24.9% | 107,876 | +13.1% | 0.00% | 0.0% |
| Q4 2020 | $8,729,000 | +18.1% | 95,393 | +4.5% | 0.00% | 0.0% |
| Q3 2020 | $7,391,000 | -29.0% | 91,327 | -30.9% | 0.00% | 0.0% |
| Q2 2020 | $10,409,000 | +5.6% | 132,115 | -5.2% | 0.00% | -33.3% |
| Q1 2020 | $9,861,000 | +14.7% | 139,374 | +51.9% | 0.00% | +50.0% |
| Q4 2019 | $8,596,000 | +20.0% | 91,728 | +13.6% | 0.00% | 0.0% |
| Q3 2019 | $7,165,000 | +49.6% | 80,753 | +47.3% | 0.00% | +100.0% |
| Q2 2019 | $4,790,000 | +11.6% | 54,818 | +9.4% | 0.00% | 0.0% |
| Q1 2019 | $4,292,000 | -0.3% | 50,110 | -9.2% | 0.00% | 0.0% |
| Q4 2018 | $4,304,000 | -5.6% | 55,184 | +5.5% | 0.00% | 0.0% |
| Q3 2018 | $4,557,000 | -6.6% | 52,328 | -10.9% | 0.00% | 0.0% |
| Q2 2018 | $4,877,000 | -3.1% | 58,724 | -3.8% | 0.00% | 0.0% |
| Q1 2018 | $5,033,000 | -17.0% | 61,017 | -13.8% | 0.00% | -50.0% |
| Q4 2017 | $6,064,000 | +1.6% | 70,810 | -3.8% | 0.00% | 0.0% |
| Q3 2017 | $5,969,000 | +16.6% | 73,628 | +12.4% | 0.00% | +100.0% |
| Q2 2017 | $5,120,000 | +4.1% | 65,506 | +3.4% | 0.00% | 0.0% |
| Q1 2017 | $4,918,000 | +9.2% | 63,331 | +6.5% | 0.00% | 0.0% |
| Q4 2016 | $4,505,000 | +4.1% | 59,460 | -0.9% | 0.00% | 0.0% |
| Q3 2016 | $4,329,000 | +10.3% | 59,997 | +9.3% | 0.00% | 0.0% |
| Q2 2016 | $3,924,000 | -36.8% | 54,908 | -39.0% | 0.00% | -50.0% |
| Q1 2016 | $6,211,000 | +35.7% | 89,963 | +31.2% | 0.00% | 0.0% |
| Q4 2015 | $4,576,000 | +4.9% | 68,552 | -1.5% | 0.00% | +100.0% |
| Q3 2015 | $4,362,000 | -16.5% | 69,621 | -10.3% | 0.00% | -50.0% |
| Q2 2015 | $5,223,000 | +7.8% | 77,585 | +9.4% | 0.00% | +100.0% |
| Q1 2015 | $4,845,000 | +29.1% | 70,940 | +30.0% | 0.00% | 0.0% |
| Q4 2014 | $3,752,000 | +13.3% | 54,578 | +9.4% | 0.00% | 0.0% |
| Q3 2014 | $3,311,000 | -2.9% | 49,868 | -3.0% | 0.00% | 0.0% |
| Q2 2014 | $3,410,000 | +5.1% | 51,413 | +0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,244,000 | -4.6% | 51,406 | -5.8% | 0.00% | 0.0% |
| Q4 2013 | $3,400,000 | -28.0% | 54,545 | -33.6% | 0.00% | -50.0% |
| Q3 2013 | $4,721,000 | +3.6% | 82,126 | +1.6% | 0.00% | 0.0% |
| Q2 2013 | $4,556,000 | – | 80,831 | – | 0.00% | – |
Download | ||||||
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% |