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 2021 | $68,000 | -5.6% | 603 | -13.0% | 0.01% | -16.7% |
| Q3 2021 | $72,000 | +125.0% | 693 | +126.5% | 0.01% | +100.0% |
| Q2 2021 | $32,000 | -5.9% | 306 | -7.8% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | -43.3% | 332 | -52.6% | 0.00% | -62.5% |
| Q1 2019 | $60,000 | +9.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $55,000 | -9.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $61,000 | +5.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $58,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $58,000 | -3.3% | 700 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $60,000 | +5.3% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +3.6% | 700 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $55,000 | +1.9% | 700 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $54,000 | +1.9% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $53,000 | -30.3% | 700 | -33.3% | 0.01% | -30.8% |
| Q3 2016 | $76,000 | +52.0% | 1,050 | +50.0% | 0.01% | +44.4% |
| Q2 2016 | $50,000 | +4.2% | 700 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $48,000 | +2.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $47,000 | +6.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $44,000 | +158.8% | 700 | +180.0% | 0.01% | +166.7% |
| Q1 2015 | $17,000 | -73.0% | 250 | -75.0% | 0.00% | -80.0% |
| Q1 2014 | $63,000 | +1.6% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $62,000 | +6.9% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q3 2013 | $58,000 | +1.8% | 1,000 | 0.0% | 0.02% | -5.9% |
| Q2 2013 | $57,000 | – | 1,000 | – | 0.02% | – |
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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% |