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 | $15,591,871 | -1.6% | 150,909 | +1.1% | 0.06% | +3.4% |
| Q2 2023 | $15,837,694 | +2.3% | 149,314 | +1.8% | 0.06% | -6.5% |
| Q1 2023 | $15,475,343 | -0.1% | 146,686 | +2.5% | 0.06% | -7.5% |
| Q4 2022 | $15,486,371 | +49.2% | 143,114 | +30.8% | 0.07% | +39.6% |
| Q3 2022 | $10,378,000 | -3.2% | 109,377 | +3.8% | 0.05% | 0.0% |
| Q2 2022 | $10,716,000 | -0.9% | 105,368 | +9.4% | 0.05% | +26.3% |
| Q1 2022 | $10,811,000 | +16.5% | 96,309 | +16.3% | 0.04% | +31.0% |
| Q4 2021 | $9,283,000 | +0.8% | 82,800 | -7.0% | 0.03% | -6.5% |
| Q3 2021 | $9,205,000 | +37.2% | 89,069 | +39.1% | 0.03% | +34.8% |
| Q2 2021 | $6,710,000 | -20.9% | 64,050 | -23.7% | 0.02% | -28.1% |
| Q1 2021 | $8,486,000 | -65.9% | 83,943 | -69.1% | 0.03% | -64.8% |
| Q4 2020 | $24,893,000 | -29.4% | 272,023 | -37.6% | 0.09% | -39.3% |
| Q3 2020 | $35,255,000 | -5.2% | 435,625 | -7.7% | 0.15% | -15.3% |
| Q2 2020 | $37,197,000 | +4.6% | 472,161 | -6.1% | 0.18% | -20.3% |
| Q1 2020 | $35,572,000 | -28.6% | 502,780 | -5.5% | 0.22% | -13.3% |
| Q4 2019 | $49,847,000 | +7.8% | 531,930 | +2.0% | 0.26% | -4.1% |
| Q3 2019 | $46,254,000 | +1.4% | 521,285 | -0.1% | 0.27% | +2.3% |
| Q2 2019 | $45,597,000 | +4.2% | 521,828 | +2.2% | 0.26% | -2.2% |
| Q1 2019 | $43,758,000 | -9.8% | 510,838 | -17.9% | 0.27% | -24.6% |
| Q4 2018 | $48,539,000 | -7.6% | 622,374 | +3.2% | 0.35% | +9.9% |
| Q3 2018 | $52,524,000 | +6.2% | 603,096 | +1.2% | 0.32% | -4.2% |
| Q2 2018 | $49,471,000 | -0.3% | 595,682 | -1.0% | 0.34% | -4.3% |
| Q1 2018 | $49,623,000 | -2.4% | 601,558 | +1.4% | 0.35% | +1.7% |
| Q4 2017 | $50,823,000 | +5.7% | 593,515 | +0.1% | 0.34% | -4.2% |
| Q3 2017 | $48,066,000 | +8.9% | 592,889 | +5.0% | 0.36% | +8.8% |
| Q2 2017 | $44,124,000 | -0.9% | 564,533 | -0.5% | 0.33% | -7.8% |
| Q1 2017 | $44,503,000 | +14.4% | 567,286 | +10.5% | 0.36% | +3.2% |
| Q4 2016 | $38,916,000 | +43.4% | 513,603 | +36.5% | 0.35% | +45.0% |
| Q3 2016 | $27,142,000 | +5.3% | 376,244 | +4.3% | 0.24% | 0.0% |
| Q2 2016 | $25,766,000 | -5.7% | 360,568 | -8.9% | 0.24% | -6.6% |
| Q1 2016 | $27,325,000 | +4.2% | 395,796 | +0.8% | 0.26% | +4.5% |
| Q4 2015 | $26,217,000 | +11.8% | 392,767 | +4.9% | 0.25% | +21.2% |
| Q3 2015 | $23,453,000 | -12.3% | 374,356 | -5.8% | 0.20% | +407.5% |
| Q2 2015 | $26,741,000 | -3.4% | 397,235 | -2.0% | 0.04% | -7.0% |
| Q1 2015 | $27,677,000 | +2.9% | 405,236 | +3.6% | 0.04% | 0.0% |
| Q4 2014 | $26,901,000 | +11.6% | 391,297 | +7.8% | 0.04% | +4.9% |
| Q3 2014 | $24,099,000 | +6.5% | 362,896 | +6.4% | 0.04% | +10.8% |
| Q2 2014 | $22,621,000 | +6.2% | 341,115 | +1.0% | 0.04% | +5.7% |
| Q1 2014 | $21,310,000 | +5.6% | 337,625 | +4.3% | 0.04% | +6.1% |
| Q4 2013 | $20,179,000 | +13.4% | 323,802 | +4.6% | 0.03% | +3.1% |
| Q3 2013 | $17,789,000 | +6.0% | 309,436 | +3.9% | 0.03% | -3.0% |
| Q2 2013 | $16,785,000 | – | 297,762 | – | 0.03% | – |
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% |