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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,054,000 | +5.1% | 12,107 | +0.2% | 0.67% | +20.9% |
| Q2 2018 | $1,003,000 | -5.5% | 12,082 | -6.1% | 0.56% | +8.4% |
| Q1 2018 | $1,061,000 | -43.4% | 12,864 | -41.3% | 0.51% | -23.1% |
| Q4 2017 | $1,875,000 | +2.3% | 21,898 | -3.2% | 0.67% | +25.7% |
| Q3 2017 | $1,833,000 | -6.4% | 22,615 | -9.7% | 0.53% | +10.9% |
| Q2 2017 | $1,958,000 | -6.5% | 25,048 | -7.1% | 0.48% | -2.6% |
| Q1 2017 | $2,093,000 | -0.3% | 26,957 | -2.7% | 0.49% | +4.7% |
| Q4 2016 | $2,100,000 | -23.0% | 27,711 | -32.2% | 0.47% | +1.3% |
| Q4 2015 | $2,729,000 | +9.8% | 40,884 | +3.0% | 0.46% | +23.1% |
| Q3 2015 | $2,486,000 | +36.8% | 39,686 | +47.0% | 0.38% | +43.0% |
| Q2 2015 | $1,817,000 | -2.1% | 26,993 | -0.6% | 0.26% | +9.6% |
| Q1 2015 | $1,856,000 | +15.9% | 27,167 | +16.6% | 0.24% | +11.6% |
| Q4 2014 | $1,602,000 | +21.7% | 23,306 | +17.6% | 0.22% | +23.6% |
| Q3 2014 | $1,316,000 | – | 19,820 | – | 0.17% | – |
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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% |
| 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% |