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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $21,416,000 | +27.3% | 191,028 | +17.3% | 2.76% | +15.0% |
| Q3 2021 | $16,827,000 | +9.4% | 162,808 | +10.9% | 2.40% | +15.8% |
| Q2 2021 | $15,385,000 | +10.0% | 146,844 | +6.2% | 2.07% | +7.7% |
| Q1 2021 | $13,981,000 | +18.6% | 138,306 | +7.4% | 1.92% | +12.5% |
| Q4 2020 | $11,786,000 | +9.4% | 128,793 | -3.2% | 1.71% | +1.5% |
| Q3 2020 | $10,769,000 | -9.2% | 133,065 | -11.6% | 1.68% | -13.0% |
| Q2 2020 | $11,864,000 | -1.6% | 150,602 | -11.6% | 1.94% | -12.1% |
| Q1 2020 | $12,052,000 | -29.5% | 170,335 | -6.6% | 2.20% | -5.0% |
| Q4 2019 | $17,090,000 | +25.9% | 182,366 | +19.2% | 2.32% | +18.6% |
| Q3 2019 | $13,571,000 | +6.7% | 152,947 | +5.1% | 1.95% | +7.7% |
| Q2 2019 | $12,719,000 | +2.0% | 145,561 | -0.0% | 1.81% | +7.0% |
| Q1 2019 | $12,470,000 | -23.4% | 145,574 | -30.3% | 1.70% | -31.1% |
| Q4 2018 | $16,277,000 | +3641.8% | 208,712 | +4080.1% | 2.46% | +4141.4% |
| Q3 2018 | $435,000 | +3.1% | 4,993 | -1.8% | 0.06% | -3.3% |
| Q2 2018 | $422,000 | +42.6% | 5,084 | +41.6% | 0.06% | +46.3% |
| Q1 2018 | $296,000 | +47.3% | 3,590 | +53.1% | 0.04% | +64.0% |
| Q4 2017 | $201,000 | -75.5% | 2,345 | -79.4% | 0.02% | -75.5% |
| Q3 2016 | $821,000 | +1.0% | 11,372 | 0.0% | 0.10% | +2.0% |
| Q2 2016 | $813,000 | +3.4% | 11,372 | 0.0% | 0.10% | -2.9% |
| Q1 2016 | $786,000 | +3.6% | 11,372 | +0.1% | 0.10% | -18.9% |
| Q4 2015 | $759,000 | +24.2% | 11,357 | +16.5% | 0.13% | +19.8% |
| Q3 2015 | $611,000 | -6.9% | 9,745 | 0.0% | 0.11% | +1.0% |
| Q2 2015 | $656,000 | +3.3% | 9,745 | +4.7% | 0.10% | +7.1% |
| Q1 2015 | $635,000 | – | 9,310 | – | 0.10% | – |
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% |