VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 717 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,510,254 | +0.0% | 38,029 | +2.0% | 0.11% | -7.6% |
| Q1 2024 | $4,510,043 | +4.6% | 37,276 | -2.1% | 0.12% | +1.7% |
| Q4 2023 | $4,313,631 | +5.7% | 38,069 | -3.6% | 0.12% | -7.9% |
| Q3 2023 | $4,080,599 | -10.5% | 39,495 | -8.1% | 0.13% | -16.6% |
| Q2 2023 | $4,559,996 | +19.5% | 42,990 | +18.8% | 0.15% | +11.0% |
| Q1 2023 | $3,816,933 | +6.0% | 36,179 | +8.7% | 0.14% | -4.9% |
| Q4 2022 | $3,600,748 | +600.5% | 33,276 | +514.3% | 0.14% | +550.0% |
| Q3 2022 | $514,000 | -84.7% | 5,417 | -85.9% | 0.02% | -97.3% |
| Q3 2018 | $3,352,000 | +23.2% | 38,491 | +17.5% | 0.82% | +12.6% |
| Q2 2018 | $2,720,000 | – | 32,753 | – | 0.72% | – |
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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% |