VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 585 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $185,000 | +60.9% | 1,815 | +76.4% | 0.13% | +81.1% |
| Q1 2022 | $115,000 | +187.5% | 1,029 | +189.9% | 0.07% | +196.0% |
| Q4 2021 | $40,000 | +11.1% | 355 | +2.3% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | -44.6% | 347 | -43.7% | 0.02% | -44.4% |
| Q2 2021 | $65,000 | +8.3% | 616 | +4.1% | 0.04% | +2.3% |
| Q1 2021 | $60,000 | +11.1% | 592 | 0.0% | 0.04% | +2.3% |
| Q4 2020 | $54,000 | +8.0% | 592 | -4.1% | 0.04% | -2.3% |
| Q3 2020 | $50,000 | +22.0% | 617 | +19.3% | 0.04% | +15.8% |
| Q2 2020 | $41,000 | +51.9% | 517 | +35.0% | 0.04% | +26.7% |
| Q1 2020 | $27,000 | -57.8% | 383 | -44.3% | 0.03% | -47.4% |
| Q4 2019 | $64,000 | +4.9% | 688 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $61,000 | +1.7% | 688 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $60,000 | +150.0% | 688 | +150.2% | 0.06% | +145.8% |
| Q1 2019 | $24,000 | +14.3% | 275 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $21,000 | -83.3% | 275 | -81.0% | 0.02% | -80.0% |
| Q3 2018 | $126,000 | +5.0% | 1,449 | 0.0% | 0.12% | +1.7% |
| Q2 2018 | $120,000 | +11.1% | 1,449 | +11.0% | 0.12% | +1.7% |
| Q1 2018 | $108,000 | -3.6% | 1,305 | 0.0% | 0.12% | -0.9% |
| Q4 2017 | $112,000 | +5.7% | 1,305 | 0.0% | 0.12% | +0.9% |
| Q3 2017 | $106,000 | +3.9% | 1,305 | 0.0% | 0.12% | 0.0% |
| Q2 2017 | $102,000 | +1.0% | 1,305 | 0.0% | 0.12% | 0.0% |
| Q1 2017 | $101,000 | +2.0% | 1,305 | 0.0% | 0.12% | +2.7% |
| Q4 2016 | $99,000 | +33.8% | 1,305 | +26.7% | 0.11% | +32.9% |
| Q3 2016 | $74,000 | 0.0% | 1,030 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $74,000 | +4.2% | 1,030 | 0.0% | 0.08% | +6.2% |
| Q1 2016 | $71,000 | – | 1,030 | – | 0.08% | – |
Download | ||||||
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% |