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 | $443,788 | -5.5% | 4,418 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $469,678 | -0.0% | 4,428 | -0.6% | 0.01% | 0.0% |
| Q1 2023 | $469,792 | -80.8% | 4,453 | -80.3% | 0.01% | -77.8% |
| Q4 2022 | $2,442,060 | +33.5% | 22,567 | +17.1% | 0.04% | +21.6% |
| Q3 2022 | $1,829,000 | -17.2% | 19,272 | -11.3% | 0.04% | -11.9% |
| Q2 2022 | $2,209,000 | -4.6% | 21,724 | +5.3% | 0.04% | +10.5% |
| Q1 2022 | $2,316,000 | +7.6% | 20,633 | +7.4% | 0.04% | +15.2% |
| Q4 2021 | $2,153,000 | +20.0% | 19,203 | +10.7% | 0.03% | +6.5% |
| Q3 2021 | $1,794,000 | -1.1% | 17,354 | -3.3% | 0.03% | -6.1% |
| Q1 2021 | $1,814,000 | -4.4% | 17,941 | -13.5% | 0.03% | -8.3% |
| Q4 2020 | $1,898,000 | +13.1% | 20,744 | +0.0% | 0.04% | -2.7% |
| Q3 2020 | $1,678,000 | -5.6% | 20,737 | -8.1% | 0.04% | -11.9% |
| Q2 2020 | $1,778,000 | +16.2% | 22,566 | +4.4% | 0.04% | -4.5% |
| Q1 2020 | $1,530,000 | -22.3% | 21,621 | +2.9% | 0.04% | -2.2% |
| Q4 2019 | $1,970,000 | +4.2% | 21,018 | -1.4% | 0.04% | -2.2% |
| Q3 2019 | $1,890,000 | +2.6% | 21,307 | +1.0% | 0.05% | +4.5% |
| Q2 2019 | $1,842,000 | +6.3% | 21,088 | +4.2% | 0.04% | +7.3% |
| Q1 2019 | $1,733,000 | -5.2% | 20,237 | -13.7% | 0.04% | -21.2% |
| Q4 2018 | $1,828,000 | -13.4% | 23,448 | -3.3% | 0.05% | -1.9% |
| Q3 2018 | $2,111,000 | +9.7% | 24,238 | +4.6% | 0.05% | +1.9% |
| Q2 2018 | $1,925,000 | +121.5% | 23,178 | +120.0% | 0.05% | +108.0% |
| Q1 2018 | $869,000 | -7.0% | 10,536 | -3.4% | 0.02% | -3.8% |
| Q4 2017 | $934,000 | +29.0% | 10,906 | +22.0% | 0.03% | +23.8% |
| Q3 2017 | $724,000 | +3.7% | 8,936 | 0.0% | 0.02% | -4.5% |
| Q2 2017 | $698,000 | +52.7% | 8,936 | +51.7% | 0.02% | +57.1% |
| Q1 2017 | $457,000 | -2.4% | 5,892 | -4.5% | 0.01% | -6.7% |
| Q4 2016 | $468,000 | -9.3% | 6,170 | -13.7% | 0.02% | -11.8% |
| Q3 2016 | $516,000 | +3.6% | 7,150 | +2.6% | 0.02% | -5.6% |
| Q2 2016 | $498,000 | – | 6,969 | – | 0.02% | – |
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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% |