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 | $11,660,800 | -2.4% | 112,861 | +0.2% | 0.48% | +2.3% |
| Q2 2023 | $11,950,000 | -8.1% | 112,657 | -8.6% | 0.47% | -10.0% |
| Q1 2023 | $13,010,000 | -6.9% | 123,319 | -4.5% | 0.52% | -3.2% |
| Q4 2022 | $13,974,000 | +11.6% | 129,140 | -2.1% | 0.54% | +0.7% |
| Q3 2022 | $12,517,000 | -3.6% | 131,918 | +3.4% | 0.54% | +3.1% |
| Q2 2022 | $12,978,000 | +19.8% | 127,613 | +32.2% | 0.52% | +40.7% |
| Q1 2022 | $10,834,000 | -3.3% | 96,515 | -3.4% | 0.37% | +4.8% |
| Q4 2021 | $11,207,000 | +10.3% | 99,963 | +1.7% | 0.35% | -0.8% |
| Q3 2021 | $10,156,000 | -1.4% | 98,264 | -0.0% | 0.36% | +7.9% |
| Q2 2021 | $10,299,000 | +3.7% | 98,303 | +0.0% | 0.33% | -2.4% |
| Q1 2021 | $9,933,000 | +10.5% | 98,265 | +0.0% | 0.34% | +12.3% |
| Q4 2020 | $8,991,000 | +7.2% | 98,257 | -5.2% | 0.30% | -3.2% |
| Q3 2020 | $8,391,000 | -3.3% | 103,674 | -5.9% | 0.31% | -6.9% |
| Q2 2020 | $8,681,000 | +3.8% | 110,193 | -6.8% | 0.33% | +1.5% |
| Q1 2020 | $8,366,000 | -22.5% | 118,253 | +2.7% | 0.33% | -5.7% |
| Q4 2019 | $10,792,000 | +8.2% | 115,162 | +2.4% | 0.35% | +6.4% |
| Q3 2019 | $9,976,000 | -7.3% | 112,432 | -8.7% | 0.33% | -4.9% |
| Q2 2019 | $10,758,000 | +5.6% | 123,112 | +3.5% | 0.34% | +5.2% |
| Q1 2019 | $10,185,000 | +13.0% | 118,900 | +2.9% | 0.33% | +7.6% |
| Q4 2018 | $9,010,000 | -14.7% | 115,535 | -4.8% | 0.30% | +1.7% |
| Q3 2018 | $10,565,000 | +831.7% | 121,314 | +788.1% | 0.30% | +475.0% |
| Q2 2018 | $1,134,000 | +0.6% | 13,660 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $1,127,000 | -3.7% | 13,660 | 0.0% | 0.05% | +6.2% |
| Q4 2017 | $1,170,000 | +0.3% | 13,660 | -5.1% | 0.05% | -2.0% |
| Q3 2017 | $1,167,000 | +3.7% | 14,397 | 0.0% | 0.05% | +2.1% |
| Q2 2017 | $1,125,000 | -17.6% | 14,397 | -18.1% | 0.05% | -15.8% |
| Q1 2017 | $1,365,000 | +36.0% | 17,578 | +32.6% | 0.06% | +54.1% |
| Q4 2016 | $1,004,000 | +5.0% | 13,257 | 0.0% | 0.04% | -2.6% |
| Q3 2016 | $956,000 | +1.0% | 13,257 | 0.0% | 0.04% | -2.6% |
| Q2 2016 | $947,000 | +0.3% | 13,257 | -3.0% | 0.04% | -2.5% |
| Q1 2016 | $944,000 | +6.7% | 13,667 | +3.1% | 0.04% | +8.1% |
| Q4 2015 | $885,000 | -11.0% | 13,257 | -16.4% | 0.04% | -9.8% |
| Q3 2015 | $994,000 | -17.0% | 15,863 | -9.5% | 0.04% | -10.9% |
| Q2 2015 | $1,197,000 | 0.0% | 17,524 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $1,197,000 | -0.7% | 17,524 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $1,205,000 | +3.5% | 17,524 | 0.0% | 0.05% | +4.5% |
| Q3 2014 | $1,164,000 | +0.2% | 17,524 | 0.0% | 0.04% | +4.8% |
| Q2 2014 | $1,162,000 | +5.1% | 17,524 | 0.0% | 0.04% | -2.3% |
| Q1 2014 | $1,106,000 | +1.3% | 17,524 | 0.0% | 0.04% | -4.4% |
| Q4 2013 | $1,092,000 | +8.4% | 17,524 | 0.0% | 0.04% | -2.2% |
| Q3 2013 | $1,007,000 | +1.9% | 17,524 | 0.0% | 0.05% | -6.1% |
| Q2 2013 | $988,000 | – | 17,524 | – | 0.05% | – |
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% |