VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $765,000 | -7.9% | 6,853 | -14.9% | 0.04% | -10.9% |
Q3 2021 | $831,000 | -3.9% | 8,050 | -2.5% | 0.05% | -6.1% |
Q2 2021 | $865,000 | +6.4% | 8,259 | +2.6% | 0.05% | -2.0% |
Q1 2021 | $813,000 | +9.7% | 8,050 | -0.7% | 0.05% | +2.0% |
Q4 2020 | $741,000 | +12.8% | 8,105 | -0.2% | 0.05% | -3.9% |
Q3 2020 | $657,000 | +0.2% | 8,124 | -2.5% | 0.05% | -7.3% |
Q2 2020 | $656,000 | +63.6% | 8,335 | +46.7% | 0.06% | +41.0% |
Q1 2020 | $401,000 | +109.9% | 5,680 | +177.8% | 0.04% | +160.0% |
Q4 2019 | $191,000 | +9.8% | 2,045 | +4.0% | 0.02% | 0.0% |
Q3 2019 | $174,000 | +1.8% | 1,966 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $171,000 | +1.8% | 1,966 | 0.0% | 0.02% | -6.2% |
Q1 2019 | $168,000 | +9.8% | 1,966 | +1.7% | 0.02% | -5.9% |
Q4 2018 | $153,000 | +595.5% | 1,933 | +658.0% | 0.02% | +750.0% |
Q3 2018 | $22,000 | +4.8% | 255 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $21,000 | -8.7% | 255 | -10.8% | 0.00% | -33.3% |
Q1 2018 | $23,000 | -4.2% | 286 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $24,000 | -33.3% | 286 | -35.9% | 0.00% | -25.0% |
Q3 2017 | $36,000 | -56.1% | 446 | -58.0% | 0.00% | -60.0% |
Q2 2017 | $82,000 | +7.9% | 1,061 | +8.4% | 0.01% | 0.0% |
Q1 2017 | $76,000 | +2.7% | 979 | 0.0% | 0.01% | -9.1% |
Q4 2016 | $74,000 | +5.7% | 979 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $70,000 | +1.4% | 979 | 0.0% | 0.01% | -8.3% |
Q2 2016 | $69,000 | +3.0% | 979 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $67,000 | -33.0% | 979 | -35.3% | 0.01% | -42.9% |
Q4 2015 | $100,000 | 0.0% | 1,513 | 0.0% | 0.02% | -4.5% |
Q3 2015 | $100,000 | +11.1% | 1,513 | +12.9% | 0.02% | +10.0% |
Q2 2015 | $90,000 | +32.4% | 1,340 | +34.8% | 0.02% | -33.3% |
Q1 2015 | $68,000 | +74.4% | 994 | +75.9% | 0.03% | +20.0% |
Q4 2014 | $39,000 | -33.9% | 565 | -34.7% | 0.02% | +38.9% |
Q3 2014 | $59,000 | +3.5% | 865 | 0.0% | 0.02% | +12.5% |
Q2 2014 | $57,000 | +3.6% | 865 | 0.0% | 0.02% | -11.1% |
Q1 2014 | $55,000 | +3.8% | 865 | 0.0% | 0.02% | -5.3% |
Q4 2013 | $53,000 | +8.2% | 865 | 0.0% | 0.02% | +5.6% |
Q3 2013 | $49,000 | +2.1% | 865 | 0.0% | 0.02% | -25.0% |
Q2 2013 | $48,000 | – | 865 | – | 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% |