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 | $26,064,988 | -32.6% | 252,274 | -30.8% | 0.68% | -30.5% |
| Q2 2023 | $38,689,526 | -0.3% | 364,755 | -0.9% | 0.98% | -5.8% |
| Q1 2023 | $38,823,304 | -0.0% | 367,993 | +2.5% | 1.04% | -5.4% |
| Q4 2022 | $38,840,559 | +8.5% | 358,937 | -2.3% | 1.10% | -0.7% |
| Q3 2022 | $35,797,000 | -4.5% | 367,338 | -0.4% | 1.11% | -1.2% |
| Q2 2022 | $37,502,000 | +25.0% | 368,752 | +38.0% | 1.12% | +36.7% |
| Q1 2022 | $30,001,000 | -3.8% | 267,272 | -3.9% | 0.82% | -1.6% |
| Q4 2021 | $31,179,000 | +11.6% | 278,107 | +2.9% | 0.84% | +0.6% |
| Q3 2021 | $27,930,000 | +108.3% | 270,249 | +111.2% | 0.83% | +106.5% |
| Q2 2021 | $13,406,000 | +17.6% | 127,960 | +13.5% | 0.40% | +7.8% |
| Q1 2021 | $11,395,000 | +34.5% | 112,720 | +21.7% | 0.37% | +23.5% |
| Q4 2020 | $8,475,000 | -56.9% | 92,608 | -61.9% | 0.30% | -62.1% |
| Q3 2020 | $19,678,000 | -1.0% | 243,152 | +0.5% | 0.80% | -3.5% |
| Q2 2020 | $19,867,000 | +103.1% | 241,926 | +75.0% | 0.83% | +55.6% |
| Q1 2020 | $9,780,000 | -26.5% | 138,227 | -2.7% | 0.53% | -8.0% |
| Q4 2019 | $13,315,000 | -8.0% | 142,090 | -14.3% | 0.58% | -19.4% |
| Q3 2019 | $14,480,000 | 0.0% | 165,709 | 0.0% | 0.72% | 0.0% |
| Q2 2019 | $14,480,000 | +518.5% | 165,709 | +506.4% | 0.72% | +186.4% |
| Q1 2019 | $2,341,000 | -74.9% | 27,326 | -77.1% | 0.25% | -58.7% |
| Q4 2018 | $9,309,000 | +135.9% | 119,365 | +163.4% | 0.60% | +157.4% |
| Q3 2018 | $3,946,000 | +5.3% | 45,313 | +0.5% | 0.24% | +4.4% |
| Q2 2018 | $3,746,000 | -7.0% | 45,110 | -7.6% | 0.22% | -7.0% |
| Q1 2018 | $4,027,000 | -3.2% | 48,818 | +0.5% | 0.24% | -0.8% |
| Q4 2017 | $4,159,000 | +3.0% | 48,567 | -2.5% | 0.24% | -1.2% |
| Q3 2017 | $4,037,000 | +2.4% | 49,802 | -1.3% | 0.25% | +0.4% |
| Q2 2017 | $3,943,000 | -36.6% | 50,443 | -37.0% | 0.25% | -39.6% |
| Q1 2017 | $6,221,000 | +57.1% | 80,114 | +53.3% | 0.41% | +47.5% |
| Q4 2016 | $3,959,000 | – | 52,251 | – | 0.28% | – |
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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% |