VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $232,095 | +236.4% | 1,953 | +159.0% | 0.01% | +8.3% |
| Q4 2020 | $69,000 | -91.5% | 754 | -92.0% | 0.01% | -98.4% |
| Q4 2017 | $808,000 | +12.7% | 9,436 | +6.6% | 0.73% | +12.8% |
| Q3 2017 | $717,000 | -75.4% | 8,849 | -76.3% | 0.65% | -65.3% |
| Q2 2017 | $2,913,000 | -6.9% | 37,340 | -7.3% | 1.87% | -17.2% |
| Q1 2017 | $3,128,000 | +13.4% | 40,279 | +10.7% | 2.26% | -3.4% |
| Q4 2016 | $2,758,000 | +596.5% | 36,400 | +562.3% | 2.34% | +346.8% |
| Q3 2016 | $396,000 | +23.0% | 5,496 | +22.1% | 0.52% | +23.6% |
| Q2 2016 | $322,000 | +23.8% | 4,503 | +19.7% | 0.42% | +49.8% |
| Q1 2016 | $260,000 | +7.9% | 3,762 | +4.2% | 0.28% | -16.3% |
| Q4 2015 | $241,000 | – | 3,612 | – | 0.34% | – |
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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% |