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 | $644,613 | -2.6% | 6,239 | 0.0% | 0.36% | -0.3% |
| Q2 2023 | $661,771 | -9.4% | 6,239 | -9.9% | 0.36% | -20.3% |
| Q1 2023 | $730,377 | +93298.6% | 6,923 | -4.2% | 0.45% | -8.3% |
| Q4 2022 | $782 | -99.9% | 7,223 | -5.0% | 0.49% | -2.0% |
| Q3 2022 | $722,000 | -8.4% | 7,607 | -1.8% | 0.50% | +4.8% |
| Q2 2022 | $788,000 | +54.5% | 7,750 | +70.6% | 0.48% | +58.7% |
| Q1 2022 | $510,000 | +0.2% | 4,544 | 0.0% | 0.30% | +3.1% |
| Q4 2021 | $509,000 | +8.3% | 4,544 | 0.0% | 0.29% | -2.3% |
| Q3 2021 | $470,000 | -1.3% | 4,544 | 0.0% | 0.30% | -2.6% |
| Q2 2021 | $476,000 | +3.7% | 4,544 | 0.0% | 0.31% | -3.1% |
| Q1 2021 | $459,000 | +26.4% | 4,544 | +14.5% | 0.32% | +15.2% |
| Q4 2020 | $363,000 | +21.4% | 3,969 | +7.4% | 0.28% | -0.7% |
| Q3 2020 | $299,000 | -9.7% | 3,694 | -12.1% | 0.28% | -15.5% |
| Q2 2020 | $331,000 | +29.8% | 4,203 | +16.7% | 0.33% | +13.8% |
| Q1 2020 | $255,000 | -24.6% | 3,603 | 0.0% | 0.29% | +0.7% |
| Q4 2019 | $338,000 | – | 3,603 | – | 0.29% | – |
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% |