VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 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 2018 | $179,000 | +4.7% | 2,059 | 0.0% | 0.04% | -9.5% |
| Q2 2018 | $171,000 | +1.2% | 2,059 | +0.3% | 0.04% | -2.3% |
| Q1 2018 | $169,000 | -1.7% | 2,052 | +2.3% | 0.04% | +7.5% |
| Q4 2017 | $172,000 | +5.5% | 2,006 | +0.0% | 0.04% | -4.8% |
| Q3 2017 | $163,000 | +10.1% | 2,005 | +6.2% | 0.04% | -2.3% |
| Q2 2017 | $148,000 | +3.5% | 1,888 | +2.7% | 0.04% | -8.5% |
| Q1 2017 | $143,000 | +2.1% | 1,838 | -0.3% | 0.05% | -17.5% |
| Q4 2016 | $140,000 | +5.3% | 1,843 | 0.0% | 0.06% | -3.4% |
| Q3 2016 | $133,000 | -82.7% | 1,843 | -82.9% | 0.06% | -81.8% |
| Q2 2016 | $769,000 | +0.4% | 10,756 | -3.0% | 0.32% | -4.1% |
| Q1 2016 | $766,000 | +20.8% | 11,092 | +16.9% | 0.34% | +6.3% |
| Q4 2015 | $634,000 | +5.1% | 9,492 | -1.4% | 0.32% | -6.5% |
| Q3 2015 | $603,000 | -29.0% | 9,626 | -23.7% | 0.34% | -27.4% |
| Q2 2015 | $849,000 | -48.7% | 12,614 | -47.9% | 0.47% | -0.4% |
| Q1 2015 | $1,654,000 | +94.4% | 24,212 | +95.6% | 0.47% | -2.3% |
| Q4 2014 | $851,000 | +42.8% | 12,380 | +38.0% | 0.48% | +32.9% |
| Q3 2014 | $596,000 | +645.0% | 8,968 | +647.3% | 0.36% | +638.8% |
| Q2 2014 | $80,000 | +5.3% | 1,200 | 0.0% | 0.05% | -2.0% |
| Q1 2014 | $76,000 | +1.3% | 1,200 | 0.0% | 0.05% | -2.0% |
| Q4 2013 | $75,000 | – | 1,200 | – | 0.05% | – |
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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% |
| Coco Enterprises, 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% |