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 | $9,062,856 | -33.8% | 88,933 | -31.3% | 0.00% | -25.0% |
| Q2 2023 | $13,688,506 | -96.7% | 129,541 | -96.7% | 0.00% | -96.8% |
| Q1 2023 | $416,285,260 | -6.6% | 3,946,521 | -4.3% | 0.13% | -12.5% |
| Q4 2022 | $445,733,734 | +30.9% | 4,123,526 | +14.9% | 0.14% | +18.0% |
| Q3 2022 | $340,594,000 | -8.7% | 3,589,738 | -2.1% | 0.12% | -6.2% |
| Q2 2022 | $373,054,000 | +54.8% | 3,666,655 | +70.8% | 0.13% | +80.6% |
| Q1 2022 | $241,012,000 | -2.3% | 2,147,099 | -2.5% | 0.07% | -1.4% |
| Q4 2021 | $246,803,000 | +8.3% | 2,201,423 | -0.1% | 0.07% | -1.4% |
| Q3 2021 | $227,834,000 | -0.9% | 2,204,487 | +0.5% | 0.07% | -2.6% |
| Q2 2021 | $229,906,000 | +15.0% | 2,194,389 | +11.0% | 0.08% | +4.1% |
| Q1 2021 | $199,998,000 | +4304.3% | 1,977,813 | +3885.3% | 0.07% | +3550.0% |
| Q4 2020 | $4,541,000 | +584.9% | 49,628 | +505.9% | 0.00% | – |
| Q3 2020 | $663,000 | +11.6% | 8,191 | +8.5% | 0.00% | – |
| Q2 2020 | $594,000 | -76.9% | 7,547 | -79.2% | 0.00% | -100.0% |
| Q1 2020 | $2,567,000 | – | 36,271 | – | 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% |