VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 247 filers reported holding VANGUARD WHITEHALL FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $232,000 | +12.1% | 2,210 | 0.0% | 0.04% | -13.0% |
| Q4 2019 | $207,000 | -62.5% | 2,210 | -72.6% | 0.05% | -76.9% |
| Q1 2015 | $552,000 | -44.5% | 8,080 | -44.1% | 0.20% | -47.4% |
| Q4 2014 | $994,000 | +3.5% | 14,460 | 0.0% | 0.38% | -18.2% |
| Q3 2014 | $960,000 | +7.5% | 14,460 | +7.4% | 0.46% | +16.7% |
| Q2 2014 | $893,000 | -26.3% | 13,460 | -29.8% | 0.40% | -41.7% |
| Q1 2014 | $1,211,000 | -59.4% | 19,180 | -59.9% | 0.68% | -59.1% |
| Q4 2013 | $2,983,000 | +8.4% | 47,860 | 0.0% | 1.66% | +0.6% |
| Q3 2013 | $2,751,000 | +2.0% | 47,860 | 0.0% | 1.65% | -14.1% |
| Q2 2013 | $2,698,000 | – | 47,860 | – | 1.92% | – |
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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% |