VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 739 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $30,540,000 | +3.4% | 377,358 | +0.6% | 0.57% | -7.8% |
| Q2 2020 | $29,548,000 | +1.3% | 375,061 | -9.0% | 0.62% | -17.1% |
| Q1 2020 | $29,168,000 | -11.6% | 412,260 | +17.1% | 0.74% | +0.4% |
| Q4 2019 | $33,002,000 | +5.3% | 352,167 | -0.3% | 0.74% | -6.2% |
| Q3 2019 | $31,354,000 | +11.5% | 353,373 | +9.9% | 0.79% | +4.4% |
| Q2 2019 | $28,109,000 | +9.7% | 321,684 | +7.5% | 0.76% | +2.9% |
| Q1 2019 | $25,634,000 | +13.6% | 299,254 | +3.5% | 0.74% | 0.0% |
| Q4 2018 | $22,556,000 | -10.5% | 289,220 | -0.1% | 0.74% | +1.5% |
| Q3 2018 | $25,215,000 | +1.2% | 289,529 | -3.5% | 0.72% | -5.6% |
| Q2 2018 | $24,922,000 | +1.9% | 300,083 | +1.2% | 0.77% | -2.5% |
| Q1 2018 | $24,464,000 | -28.6% | 296,569 | -25.9% | 0.79% | -28.2% |
| Q4 2017 | $34,270,000 | +9.5% | 400,209 | +3.6% | 1.10% | -1.7% |
| Q3 2017 | $31,306,000 | +1.5% | 386,154 | -2.2% | 1.12% | -6.1% |
| Q2 2017 | $30,855,000 | +3.6% | 394,762 | +2.9% | 1.19% | -3.0% |
| Q1 2017 | $29,793,000 | +4.0% | 383,691 | +1.5% | 1.23% | -6.3% |
| Q4 2016 | $28,649,000 | +7.5% | 378,108 | +2.4% | 1.31% | +1.6% |
| Q3 2016 | $26,645,000 | +5.5% | 369,355 | +4.5% | 1.29% | -3.5% |
| Q2 2016 | $25,250,000 | +10.7% | 353,348 | +7.0% | 1.34% | +3.0% |
| Q1 2016 | $22,808,000 | +7.6% | 330,368 | +4.1% | 1.30% | +4.2% |
| Q4 2015 | $21,191,000 | +5.7% | 317,468 | -0.7% | 1.25% | +1.0% |
| Q3 2015 | $20,039,000 | -6.9% | 319,858 | +0.0% | 1.23% | -2.4% |
| Q2 2015 | $21,532,000 | -1.6% | 319,838 | -0.1% | 1.26% | -2.8% |
| Q1 2015 | $21,872,000 | +0.8% | 320,237 | +1.4% | 1.30% | -1.7% |
| Q4 2014 | $21,702,000 | +8.3% | 315,671 | +4.6% | 1.32% | +1.3% |
| Q3 2014 | $20,046,000 | -3.2% | 301,851 | -3.3% | 1.31% | -5.1% |
| Q2 2014 | $20,707,000 | +5.8% | 312,258 | +0.7% | 1.38% | -1.6% |
| Q1 2014 | $19,573,000 | -1.6% | 310,101 | -2.8% | 1.40% | -11.0% |
| Q4 2013 | $19,888,000 | +4.4% | 319,114 | -3.7% | 1.57% | -10.3% |
| Q3 2013 | $19,052,000 | +1.9% | 331,398 | -0.1% | 1.75% | -12.3% |
| Q2 2013 | $18,697,000 | – | 331,684 | – | 2.00% | – |
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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% |