VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $789,000 | +8.7% | 7,042 | +0.3% | 0.20% | +2.0% |
| Q3 2021 | $726,000 | -5.1% | 7,023 | -3.8% | 0.20% | -9.0% |
| Q2 2021 | $765,000 | +3.9% | 7,297 | +0.2% | 0.22% | +3.8% |
| Q1 2021 | $736,000 | +40.5% | 7,285 | +27.3% | 0.21% | +21.7% |
| Q4 2020 | $524,000 | +13.2% | 5,723 | +0.0% | 0.18% | +0.6% |
| Q3 2020 | $463,000 | +2.7% | 5,722 | 0.0% | 0.17% | -7.0% |
| Q2 2020 | $451,000 | -2.8% | 5,722 | -12.7% | 0.19% | -20.4% |
| Q1 2020 | $464,000 | -13.4% | 6,556 | +14.6% | 0.24% | +8.8% |
| Q4 2019 | $536,000 | +5.5% | 5,722 | 0.0% | 0.22% | +2.9% |
| Q3 2019 | $508,000 | +1.6% | 5,722 | 0.0% | 0.21% | +0.5% |
| Q2 2019 | $500,000 | +2.0% | 5,722 | 0.0% | 0.21% | +6.1% |
| Q1 2019 | $490,000 | +7.9% | 5,722 | -1.6% | 0.20% | +4.8% |
| Q4 2018 | $454,000 | -9.6% | 5,816 | -2.0% | 0.19% | -8.3% |
| Q3 2018 | $502,000 | +3.9% | 5,934 | +2.0% | 0.20% | +12.0% |
| Q2 2018 | $483,000 | +0.6% | 5,816 | 0.0% | 0.18% | +3.4% |
| Q1 2018 | $480,000 | +10.6% | 5,816 | +14.8% | 0.18% | +12.0% |
| Q4 2017 | $434,000 | +161.4% | 5,066 | +147.0% | 0.16% | +146.9% |
| Q3 2017 | $166,000 | +514.8% | 2,051 | +484.3% | 0.06% | +481.8% |
| Q2 2017 | $27,000 | 0.0% | 351 | 0.0% | 0.01% | -8.3% |
| Q1 2017 | $27,000 | 0.0% | 351 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $27,000 | +8.0% | 351 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $25,000 | -3.8% | 351 | -0.3% | 0.01% | -7.7% |
| Q2 2016 | $26,000 | +18.2% | 352 | +8.0% | 0.01% | +18.2% |
| Q1 2016 | $22,000 | +10.0% | 326 | +8.3% | 0.01% | +22.2% |
| Q4 2015 | $20,000 | – | 301 | – | 0.01% | – |
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% |