VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $365,000 | -27.0% | 5,153 | -3.4% | 0.14% | -21.3% |
| Q4 2019 | $500,000 | +3.3% | 5,336 | -2.2% | 0.17% | -7.9% |
| Q3 2019 | $484,000 | +1.5% | 5,455 | 0.0% | 0.19% | -8.7% |
| Q2 2019 | $477,000 | +4.6% | 5,455 | +2.5% | 0.21% | -6.8% |
| Q1 2019 | $456,000 | +12.3% | 5,320 | +2.1% | 0.22% | 0.0% |
| Q4 2018 | $406,000 | -6.9% | 5,210 | +4.1% | 0.22% | -33.5% |
| Q3 2018 | $436,000 | +5.1% | 5,003 | 0.0% | 0.33% | -11.6% |
| Q2 2018 | $415,000 | +1.0% | 5,003 | +0.4% | 0.38% | -6.7% |
| Q1 2018 | $411,000 | -4.4% | 4,982 | -0.9% | 0.40% | -14.6% |
| Q4 2017 | $430,000 | – | 5,025 | – | 0.47% | – |
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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% |