Watermark Asset Management, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2018$3,484,000
-11.8%
44,671
-1.5%
1.62%
-1.0%
Q3 2018$3,948,000
+0.9%
45,331
-3.8%
1.63%
-1.7%
Q2 2018$3,913,000
-3.5%
47,121
-4.1%
1.66%
-1.3%
Q1 2018$4,053,000
-6.0%
49,127
-2.4%
1.68%
-6.3%
Q4 2017$4,311,000
+0.2%
50,346
-5.1%
1.80%
-3.8%
Q3 2017$4,302,000
-0.7%
53,063
-4.3%
1.87%
-4.3%
Q2 2017$4,334,000
-5.2%
55,446
-5.8%
1.95%
-9.5%
Q1 2017$4,573,00058,8912.16%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2018
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 10,184,502$1,071,831,32447.14%
Operose Advisors LLC 554,331$58,797,87926.65%
Kinsale Capital Group, Inc. 360,560$38,244,58323.14%
Benchmark Wealth Management, LLC 261,981$27,788,37116.77%
Montis Financial, LLC 218,271$23,152,00915.26%
MARINO, STRAM & ASSOCIATES LLC 496,774$52,696,91014.92%
ACT WEALTH MANAGEMENT, LLC 241,879$25,656,12314.44%
Coco Enterprises, LLC 172,358$18,282,03713.87%
CVS HEALTH Corp 252,032$26,733,03413.83%
Highland Financial Advisors, LLC 228,330$24,21912.48%
View complete list of VANGUARD WHITEHALL FDS shareholders