VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 923 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $21,640,000 | -24.5% | 305,866 | 0.0% | 2.16% | +1.2% |
| Q4 2019 | $28,663,000 | -45.8% | 305,866 | -48.7% | 2.14% | -47.6% |
| Q3 2019 | $52,862,000 | +1.5% | 595,759 | 0.0% | 4.08% | +7.3% |
| Q2 2019 | $52,057,000 | -49.2% | 595,759 | -50.2% | 3.80% | -54.0% |
| Q1 2019 | $102,404,000 | +172.9% | 1,195,472 | +177.5% | 8.26% | +163.3% |
| Q3 2018 | $37,521,000 | +4.9% | 430,825 | 0.0% | 3.14% | +14.9% |
| Q2 2018 | $35,780,000 | +0.7% | 430,825 | 0.0% | 2.73% | -20.6% |
| Q1 2018 | $35,539,000 | -3.7% | 430,825 | 0.0% | 3.44% | -17.9% |
| Q4 2017 | $36,892,000 | -34.8% | 430,825 | -38.3% | 4.19% | -40.3% |
| Q3 2017 | $56,625,000 | +55.3% | 698,467 | +49.7% | 7.01% | +35.3% |
| Q2 2017 | $36,467,000 | +45.5% | 466,569 | +44.6% | 5.18% | +21.8% |
| Q1 2017 | $25,059,000 | +2.5% | 322,723 | 0.0% | 4.25% | -12.6% |
| Q4 2016 | $24,453,000 | – | 322,723 | – | 4.87% | – |
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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% |