VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $222,000 | +4.7% | 2,500 | +3.0% | 0.01% | +9.1% |
| Q2 2019 | $212,000 | -15.2% | 2,428 | -16.8% | 0.01% | -15.4% |
| Q1 2019 | $250,000 | +19.0% | 2,920 | +8.6% | 0.01% | +8.3% |
| Q4 2018 | $210,000 | -3.7% | 2,690 | +7.6% | 0.01% | +33.3% |
| Q3 2018 | $218,000 | +4.3% | 2,500 | -0.6% | 0.01% | +80.0% |
| Q2 2018 | $209,000 | -25.9% | 2,515 | -26.4% | 0.01% | -28.6% |
| Q1 2018 | $282,000 | +22.1% | 3,415 | +26.9% | 0.01% | +40.0% |
| Q4 2017 | $231,000 | +9.5% | 2,692 | +3.5% | 0.01% | 0.0% |
| Q3 2017 | $211,000 | – | 2,602 | – | 0.01% | – |
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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% |