VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,602,000 | +4.5% | 31,538 | +8.4% | 1.68% | +8.7% |
| Q4 2017 | $2,490,000 | +9.3% | 29,084 | +3.4% | 1.54% | +2.3% |
| Q3 2017 | $2,279,000 | +10.0% | 28,116 | +6.1% | 1.51% | +6.5% |
| Q2 2017 | $2,071,000 | +74.5% | 26,499 | +73.4% | 1.42% | +63.8% |
| Q1 2017 | $1,187,000 | -5.9% | 15,286 | -8.2% | 0.86% | -18.3% |
| Q4 2016 | $1,261,000 | +54.3% | 16,652 | +47.0% | 1.06% | +70.5% |
| Q3 2016 | $817,000 | -23.1% | 11,328 | -23.8% | 0.62% | -29.2% |
| Q2 2016 | $1,062,000 | +12.9% | 14,868 | +9.0% | 0.88% | -0.5% |
| Q1 2016 | $941,000 | +57.9% | 13,640 | +52.7% | 0.88% | +54.9% |
| Q4 2015 | $596,000 | – | 8,932 | – | 0.57% | – |
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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% |