VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 848 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $271,000 | +5.9% | 2,890 | 0.0% | 0.03% | +3.4% |
| Q3 2019 | $256,000 | -30.8% | 2,890 | -31.8% | 0.03% | -34.1% |
| Q2 2019 | $370,000 | +1.9% | 4,235 | 0.0% | 0.04% | -6.4% |
| Q1 2019 | $363,000 | -58.1% | 4,235 | -61.9% | 0.05% | -64.4% |
| Q4 2018 | $867,000 | -26.3% | 11,115 | -17.8% | 0.13% | -7.7% |
| Q3 2018 | $1,177,000 | +5.8% | 13,515 | +0.9% | 0.14% | -1.4% |
| Q2 2018 | $1,113,000 | +0.7% | 13,400 | 0.0% | 0.14% | -7.1% |
| Q1 2018 | $1,105,000 | -2.8% | 13,400 | +0.9% | 0.16% | -3.1% |
| Q4 2017 | $1,137,000 | – | 13,282 | – | 0.16% | – |
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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% |