VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $5,728,000 | +3.9% | 65,776 | -1.0% | 3.44% | +2.1% |
| Q2 2018 | $5,515,000 | -0.1% | 66,407 | -0.8% | 3.37% | -7.7% |
| Q1 2018 | $5,522,000 | -2.2% | 66,940 | +1.5% | 3.65% | -1.8% |
| Q4 2017 | $5,649,000 | +4.3% | 65,966 | -1.2% | 3.71% | -1.3% |
| Q3 2017 | $5,414,000 | +7.5% | 66,779 | +3.7% | 3.76% | +4.0% |
| Q2 2017 | $5,034,000 | +3.3% | 64,412 | +2.6% | 3.62% | -1.9% |
| Q1 2017 | $4,875,000 | +4.1% | 62,782 | +1.6% | 3.69% | -2.7% |
| Q4 2016 | $4,682,000 | +2.9% | 61,787 | -2.0% | 3.79% | -1.2% |
| Q3 2016 | $4,550,000 | +6.3% | 63,068 | +5.3% | 3.84% | +4.5% |
| Q2 2016 | $4,282,000 | -0.6% | 59,922 | -4.0% | 3.67% | -2.2% |
| Q1 2016 | $4,310,000 | +14.7% | 62,429 | +10.9% | 3.75% | +11.2% |
| Q4 2015 | $3,759,000 | +16.9% | 56,314 | +9.7% | 3.37% | +0.9% |
| Q3 2015 | $3,216,000 | -9.1% | 51,333 | -2.3% | 3.34% | +0.5% |
| Q2 2015 | $3,537,000 | +3.8% | 52,534 | +5.3% | 3.33% | -2.9% |
| Q1 2015 | $3,406,000 | -0.1% | 49,910 | +0.6% | 3.43% | -4.4% |
| Q4 2014 | $3,410,000 | – | 49,603 | – | 3.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 386,418 | $40,767,083 | 29.74% |
| Operose Advisors LLC | 542,201 | $57,202,167 | 28.42% |
| SWISS RE LTD | 728,970 | $76,906,335 | 18.04% |
| Benchmark Wealth Management, LLC | 248,469 | $26,603,540 | 16.96% |
| Montis Financial, LLC | 206,289 | $21,763,541 | 16.84% |
| MARINO, STRAM & ASSOCIATES LLC | 486,254 | $51,299,789 | 15.49% |
| Coco Enterprises, LLC | 173,128 | $18,197,489 | 14.56% |
| ACT WEALTH MANAGEMENT, LLC | 227,565 | $24,008,106 | 14.28% |
| PARAGON FINANCIAL PARTNERS, INC. | 123,435 | $13,022,429 | 13.64% |
| CVS HEALTH Corp | 212,832 | $22,453,776 | 13.37% |