VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 739 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $340,000 | -32.5% | 4,802 | -10.7% | 0.03% | -30.4% |
| Q4 2019 | $504,000 | +13.0% | 5,379 | +7.1% | 0.05% | +9.5% |
| Q3 2019 | $446,000 | +1.6% | 5,021 | 0.0% | 0.04% | -6.7% |
| Q2 2019 | $439,000 | +2.1% | 5,021 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $430,000 | +23.2% | 5,021 | +12.3% | 0.04% | +15.8% |
| Q4 2018 | $349,000 | -23.3% | 4,471 | -14.5% | 0.04% | -11.6% |
| Q3 2018 | $455,000 | -10.1% | 5,230 | -14.1% | 0.04% | -14.0% |
| Q2 2018 | $506,000 | -35.3% | 6,092 | -33.3% | 0.05% | -35.9% |
| Q4 2017 | $782,000 | -6.5% | 9,137 | -11.4% | 0.08% | -12.4% |
| Q3 2017 | $836,000 | +2.5% | 10,312 | -1.2% | 0.09% | -4.3% |
| Q2 2017 | $816,000 | -37.9% | 10,436 | -38.3% | 0.09% | -45.3% |
| Q1 2017 | $1,313,000 | -10.8% | 16,906 | -13.0% | 0.17% | -15.8% |
| Q4 2016 | $1,472,000 | -92.3% | 19,427 | -92.7% | 0.20% | -93.3% |
| Q2 2016 | $19,138,000 | +16.8% | 267,805 | +12.9% | 3.01% | +21.0% |
| Q1 2016 | $16,379,000 | – | 237,248 | – | 2.49% | – |
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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% |
| Piedmont Capital Management, 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% |