VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $163,000 | -29.7% | 1,600 | -22.6% | 0.12% | +132.1% |
| Q1 2022 | $232,000 | 0.0% | 2,067 | 0.0% | 0.05% | +8.2% |
| Q4 2021 | $232,000 | +8.4% | 2,067 | 0.0% | 0.05% | +2.1% |
| Q3 2021 | $214,000 | -1.4% | 2,067 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $217,000 | +3.8% | 2,067 | 0.0% | 0.05% | -5.8% |
| Q1 2021 | $209,000 | +10.6% | 2,067 | 0.0% | 0.05% | +48.6% |
| Q4 2020 | $189,000 | +13.2% | 2,067 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $167,000 | -13.5% | 2,067 | -15.8% | 0.04% | -16.7% |
| Q2 2020 | $193,000 | -4.9% | 2,455 | -14.3% | 0.04% | -20.8% |
| Q1 2020 | $203,000 | -24.3% | 2,865 | 0.0% | 0.05% | -7.0% |
| Q4 2019 | $268,000 | -94.7% | 2,865 | -94.9% | 0.06% | -93.6% |
| Q3 2019 | $5,028,000 | -6.4% | 56,670 | -12.3% | 0.89% | -27.3% |
| Q2 2019 | $5,372,000 | +9.4% | 64,644 | +12.7% | 1.23% | +31.3% |
| Q1 2019 | $4,912,000 | +3.7% | 57,347 | -5.6% | 0.93% | -8.6% |
| Q4 2018 | $4,738,000 | -10.6% | 60,746 | +0.6% | 1.02% | -3.7% |
| Q3 2018 | $5,297,000 | +5.3% | 60,361 | -0.4% | 1.06% | -2.6% |
| Q2 2018 | $5,032,000 | +1.6% | 60,594 | +0.9% | 1.09% | -1.3% |
| Q1 2018 | $4,955,000 | +14.2% | 60,070 | +18.6% | 1.10% | +7.8% |
| Q4 2017 | $4,337,000 | – | 50,650 | – | 1.02% | – |
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% |