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 | $19,498,447 | -11.3% | 188,719 | -8.9% | 0.01% | +8.3% |
| Q2 2023 | $21,974,416 | -5.4% | 207,169 | -5.9% | 0.01% | -7.7% |
| Q1 2023 | $23,218,125 | -2.4% | 220,077 | +0.1% | 0.01% | -7.1% |
| Q4 2022 | $23,793,756 | +13.7% | 219,885 | -0.3% | 0.01% | +7.7% |
| Q3 2022 | $20,920,000 | -9.4% | 220,484 | -2.9% | 0.01% | 0.0% |
| Q2 2022 | $23,082,000 | -9.8% | 226,967 | -0.5% | 0.01% | +8.3% |
| Q1 2022 | $25,594,000 | +3.0% | 228,005 | +2.9% | 0.01% | +9.1% |
| Q4 2021 | $24,838,000 | +3.9% | 221,554 | -4.2% | 0.01% | 0.0% |
| Q3 2021 | $23,905,000 | -26.5% | 231,307 | -25.5% | 0.01% | -31.2% |
| Q2 2021 | $32,508,000 | +2.6% | 310,279 | -1.0% | 0.02% | -5.9% |
| Q1 2021 | $31,693,000 | +10.5% | 313,503 | -0.0% | 0.02% | -5.6% |
| Q4 2020 | $28,692,000 | -8.2% | 313,540 | -18.8% | 0.02% | -18.2% |
| Q3 2020 | $31,267,000 | +8.9% | 386,341 | +6.0% | 0.02% | 0.0% |
| Q2 2020 | $28,703,000 | +13.4% | 364,330 | +1.8% | 0.02% | -4.3% |
| Q1 2020 | $25,320,000 | -27.9% | 357,891 | -4.6% | 0.02% | 0.0% |
| Q4 2019 | $35,141,000 | +65.5% | 375,050 | +56.7% | 0.02% | +53.3% |
| Q3 2019 | $21,239,000 | +4.8% | 239,404 | +3.2% | 0.02% | +25.0% |
| Q2 2019 | $20,268,000 | +1.7% | 231,995 | -0.3% | 0.01% | 0.0% |
| Q1 2019 | $19,932,000 | +12.8% | 232,723 | +2.7% | 0.01% | -7.7% |
| Q4 2018 | $17,663,000 | -8.9% | 226,528 | +1.7% | 0.01% | +116.7% |
| Q3 2018 | $19,392,000 | -5.0% | 222,672 | -9.4% | 0.01% | 0.0% |
| Q2 2018 | $20,414,000 | -5.4% | 245,787 | -6.0% | 0.01% | -40.0% |
| Q1 2018 | $21,575,000 | -42.2% | 261,582 | -51.9% | 0.01% | -56.5% |
| Q4 2014 | $37,347,000 | +11.4% | 543,292 | +7.6% | 0.02% | +9.5% |
| Q3 2014 | $33,531,000 | -24.8% | 504,969 | -24.9% | 0.02% | -30.0% |
| Q2 2014 | $44,610,000 | +36.7% | 672,746 | +30.1% | 0.03% | +30.4% |
| Q1 2014 | $32,642,000 | -5.0% | 517,197 | -6.2% | 0.02% | -8.0% |
| Q4 2013 | $34,371,000 | -30.6% | 551,570 | -35.9% | 0.02% | -32.4% |
| Q3 2013 | $49,492,000 | – | 860,924 | – | 0.04% | – |
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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% |