VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,452,943 | -1.0% | 2,830,555 | +1.6% | 0.06% | -1.7% |
| Q2 2023 | $295,447,272 | -1.9% | 2,785,399 | -2.4% | 0.06% | -6.2% |
| Q1 2023 | $301,153,232 | -4.6% | 2,854,533 | -2.2% | 0.06% | -9.9% |
| Q4 2022 | $315,727,888 | +22.3% | 2,917,733 | +7.2% | 0.07% | +18.3% |
| Q3 2022 | $258,213,000 | +8.1% | 2,721,472 | +15.9% | 0.06% | +11.1% |
| Q2 2022 | $238,857,000 | +3.1% | 2,348,644 | +13.7% | 0.05% | +10.2% |
| Q1 2022 | $231,785,000 | +4.5% | 2,064,897 | +4.3% | 0.05% | +11.4% |
| Q4 2021 | $221,866,000 | +19.9% | 1,979,000 | +10.5% | 0.04% | +12.8% |
| Q3 2021 | $185,053,000 | +10.7% | 1,790,543 | +12.2% | 0.04% | +5.4% |
| Q2 2021 | $167,153,000 | +10.0% | 1,595,432 | +6.1% | 0.04% | -2.6% |
| Q1 2021 | $151,982,000 | +22.2% | 1,503,430 | +10.6% | 0.04% | +18.8% |
| Q4 2020 | $124,345,000 | +25.5% | 1,358,820 | +11.0% | 0.03% | +14.3% |
| Q3 2020 | $99,106,000 | -1.1% | 1,224,596 | -3.7% | 0.03% | -6.7% |
| Q2 2020 | $100,178,000 | +45.5% | 1,271,624 | +30.7% | 0.03% | +25.0% |
| Q1 2020 | $68,857,000 | -1.4% | 973,248 | +30.6% | 0.02% | +33.3% |
| Q4 2019 | $69,854,000 | +12.6% | 745,431 | +6.6% | 0.02% | 0.0% |
| Q3 2019 | $62,045,000 | +2.9% | 699,257 | +1.3% | 0.02% | +5.9% |
| Q2 2019 | $60,323,000 | -47.7% | 690,349 | -48.7% | 0.02% | -51.4% |
| Q1 2019 | $115,264,000 | -1.0% | 1,345,600 | -9.9% | 0.04% | -5.4% |
| Q4 2018 | $116,439,000 | +114.1% | 1,493,004 | +139.1% | 0.04% | +164.3% |
| Q3 2018 | $54,381,000 | +2.4% | 624,428 | -2.4% | 0.01% | 0.0% |
| Q2 2018 | $53,124,000 | +29.5% | 639,660 | +28.6% | 0.01% | +40.0% |
| Q1 2018 | $41,036,000 | -10.0% | 497,469 | -6.6% | 0.01% | -9.1% |
| Q4 2017 | $45,604,000 | +2.1% | 532,567 | -3.3% | 0.01% | 0.0% |
| Q3 2017 | $44,657,000 | +5.5% | 550,849 | +1.7% | 0.01% | 0.0% |
| Q2 2017 | $42,322,000 | -18.7% | 541,475 | -19.2% | 0.01% | -21.4% |
| Q1 2017 | $52,050,000 | -8.0% | 670,318 | -10.3% | 0.01% | -12.5% |
| Q4 2016 | $56,595,000 | -20.9% | 746,928 | -24.7% | 0.02% | -27.3% |
| Q3 2016 | $71,576,000 | +14.0% | 992,183 | +12.9% | 0.02% | +10.0% |
| Q2 2016 | $62,777,000 | +15.6% | 878,491 | +11.7% | 0.02% | +11.1% |
| Q1 2016 | $54,300,000 | +69.5% | 786,498 | +63.9% | 0.02% | +80.0% |
| Q4 2015 | $32,029,000 | -39.3% | 479,835 | -43.0% | 0.01% | -44.4% |
| Q3 2015 | $52,734,000 | -4.9% | 841,723 | +2.2% | 0.02% | +5.9% |
| Q2 2015 | $55,467,000 | -16.2% | 823,926 | -15.0% | 0.02% | -19.0% |
| Q1 2015 | $66,207,000 | +52.1% | 969,353 | +53.1% | 0.02% | +50.0% |
| Q4 2014 | $43,537,000 | +23.9% | 633,259 | +19.7% | 0.01% | +27.3% |
| Q3 2014 | $35,145,000 | +2.5% | 529,216 | +2.3% | 0.01% | 0.0% |
| Q2 2014 | $34,297,000 | +14.8% | 517,180 | +9.3% | 0.01% | +10.0% |
| Q1 2014 | $29,873,000 | -1.0% | 473,269 | -2.3% | 0.01% | 0.0% |
| Q4 2013 | $30,184,000 | +25.9% | 484,332 | +16.1% | 0.01% | +11.1% |
| Q3 2013 | $23,981,000 | +7.1% | 417,128 | +5.0% | 0.01% | 0.0% |
| Q2 2013 | $22,389,000 | +92.1% | 397,177 | +68.3% | 0.01% | +80.0% |
| Q4 2012 | $11,653,000 | +33.7% | 235,980 | +36.4% | 0.01% | +66.7% |
| Q3 2012 | $8,719,000 | -33.2% | 172,988 | -36.2% | 0.00% | -50.0% |
| Q2 2012 | $13,044,000 | +78.4% | 271,073 | +79.7% | 0.01% | +100.0% |
| Q1 2012 | $7,312,000 | – | 150,881 | – | 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% |