VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $625,000 | -12.0% | 8,011 | -1.7% | 0.32% | +4.2% |
| Q3 2018 | $710,000 | +2.6% | 8,151 | -2.2% | 0.31% | -3.5% |
| Q2 2018 | $692,000 | -15.1% | 8,331 | -15.6% | 0.32% | -16.1% |
| Q1 2018 | $815,000 | -1.8% | 9,876 | +1.9% | 0.38% | +0.8% |
| Q4 2017 | $830,000 | +6.8% | 9,696 | +1.2% | 0.38% | +0.5% |
| Q3 2017 | $777,000 | +9.9% | 9,579 | +5.9% | 0.37% | +9.0% |
| Q2 2017 | $707,000 | +2.2% | 9,046 | +1.5% | 0.34% | +2.1% |
| Q1 2017 | $692,000 | -60.9% | 8,911 | -61.9% | 0.34% | -63.4% |
| Q4 2016 | $1,770,000 | +5.6% | 23,361 | +0.5% | 0.92% | +8.2% |
| Q3 2016 | $1,676,000 | -2.3% | 23,234 | -3.2% | 0.85% | +9.5% |
| Q2 2016 | $1,716,000 | +20.1% | 24,009 | +16.0% | 0.78% | +27.9% |
| Q1 2016 | $1,429,000 | +197.7% | 20,704 | +188.0% | 0.61% | +200.0% |
| Q4 2015 | $480,000 | +63.8% | 7,189 | +53.8% | 0.20% | +66.9% |
| Q3 2015 | $293,000 | +32.6% | 4,674 | +42.3% | 0.12% | +45.8% |
| Q2 2015 | $221,000 | +3.3% | 3,285 | +4.6% | 0.08% | +1.2% |
| Q1 2015 | $214,000 | – | 3,140 | – | 0.08% | – |
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% |
| 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% |