VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 848 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $411,000 | +2.8% | 4,385 | -2.7% | 0.11% | 0.0% |
| Q3 2019 | $400,000 | +1.5% | 4,505 | 0.0% | 0.11% | -4.5% |
| Q2 2019 | $394,000 | +2.1% | 4,505 | 0.0% | 0.11% | 0.0% |
| Q1 2019 | $386,000 | +10.0% | 4,505 | 0.0% | 0.11% | +0.9% |
| Q4 2018 | $351,000 | -10.5% | 4,505 | 0.0% | 0.11% | +1.8% |
| Q3 2018 | $392,000 | +4.8% | 4,505 | 0.0% | 0.11% | -3.5% |
| Q2 2018 | $374,000 | +0.5% | 4,505 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $372,000 | -3.6% | 4,505 | 0.0% | 0.11% | +0.9% |
| Q4 2017 | $386,000 | +5.8% | 4,505 | 0.0% | 0.11% | +3.7% |
| Q3 2017 | $365,000 | +38.8% | 4,505 | +33.9% | 0.11% | +34.6% |
| Q2 2017 | $263,000 | -1.1% | 3,365 | -1.8% | 0.08% | -4.7% |
| Q1 2017 | $266,000 | +8.6% | 3,425 | +5.7% | 0.08% | +4.9% |
| Q4 2016 | $245,000 | +6.5% | 3,240 | +1.7% | 0.08% | +9.5% |
| Q3 2016 | $230,000 | +10.6% | 3,185 | +9.5% | 0.07% | +10.4% |
| Q2 2016 | $208,000 | +3.5% | 2,910 | 0.0% | 0.07% | -5.6% |
| Q1 2016 | $201,000 | -2.0% | 2,910 | -4.6% | 0.07% | +12.7% |
| Q2 2015 | $205,000 | -3.3% | 3,050 | -1.9% | 0.06% | +1.6% |
| Q1 2015 | $212,000 | -10.9% | 3,110 | -10.1% | 0.06% | -8.8% |
| Q4 2014 | $238,000 | +3.5% | 3,460 | 0.0% | 0.07% | +4.6% |
| Q3 2014 | $230,000 | +0.4% | 3,460 | 0.0% | 0.06% | +1.6% |
| Q2 2014 | $229,000 | +5.0% | 3,460 | 0.0% | 0.06% | -3.0% |
| Q1 2014 | $218,000 | +3.8% | 3,460 | +2.8% | 0.07% | 0.0% |
| Q4 2013 | $210,000 | – | 3,365 | – | 0.07% | – |
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% |
| 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% |