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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $553,000 | -9.3% | 5,436 | +0.0% | 0.37% | +1.9% |
| Q1 2022 | $610,000 | -6.6% | 5,435 | -6.7% | 0.36% | 0.0% |
| Q4 2021 | $653,000 | +8.5% | 5,825 | 0.0% | 0.36% | +0.6% |
| Q3 2021 | $602,000 | -5.2% | 5,825 | -3.9% | 0.36% | -2.4% |
| Q2 2021 | $635,000 | +4.3% | 6,062 | +0.6% | 0.37% | -0.3% |
| Q1 2021 | $609,000 | +10.5% | 6,026 | 0.0% | 0.37% | +5.1% |
| Q4 2020 | $551,000 | -28.5% | 6,026 | -36.7% | 0.35% | -36.1% |
| Q3 2020 | $771,000 | +77000.0% | 9,526 | +135985.7% | 0.55% | +55100.0% |
| Q2 2020 | $1,000 | – | 7 | +133.3% | 0.00% | – |
| Q1 2020 | $0 | – | 3 | – | 0.00% | – |
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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% |