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 | $46,597 | -97.6% | 451 | -97.5% | 0.00% | -97.8% |
| Q4 2022 | $1,934,795 | +21397.7% | 17,880 | +17780.0% | 0.18% | +17900.0% |
| Q3 2022 | $9,000 | -97.8% | 100 | -97.5% | 0.00% | -97.4% |
| Q2 2022 | $408,000 | -23.9% | 4,015 | -16.0% | 0.04% | -15.6% |
| Q1 2022 | $536,000 | +2.1% | 4,777 | +2.0% | 0.04% | +7.1% |
| Q4 2021 | $525,000 | +29.0% | 4,682 | +18.8% | 0.04% | +20.0% |
| Q3 2021 | $407,000 | -1.5% | 3,942 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $413,000 | -14.8% | 3,942 | -17.8% | 0.04% | -20.5% |
| Q1 2021 | $485,000 | +95.6% | 4,797 | +77.3% | 0.04% | +83.3% |
| Q4 2020 | $248,000 | -50.0% | 2,706 | -55.9% | 0.02% | -56.4% |
| Q3 2020 | $496,000 | -13.0% | 6,131 | -15.2% | 0.06% | -14.1% |
| Q2 2020 | $570,000 | +2.0% | 7,231 | -8.4% | 0.06% | -12.3% |
| Q1 2020 | $559,000 | -45.9% | 7,896 | -28.5% | 0.07% | -29.1% |
| Q4 2019 | $1,034,000 | -14.6% | 11,039 | -19.1% | 0.10% | -20.2% |
| Q3 2019 | $1,211,000 | +0.2% | 13,649 | -1.3% | 0.13% | +0.8% |
| Q2 2019 | $1,208,000 | +193.9% | 13,826 | +188.0% | 0.13% | +184.4% |
| Q1 2019 | $411,000 | -16.1% | 4,801 | -23.6% | 0.04% | -29.7% |
| Q4 2018 | $490,000 | +143.8% | 6,282 | +159.1% | 0.06% | +156.0% |
| Q2 2018 | $201,000 | +0.5% | 2,425 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $200,000 | -67.6% | 2,425 | -73.8% | 0.02% | -78.4% |
| Q4 2015 | $617,000 | – | 9,250 | – | 0.11% | – |
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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% |