VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 828 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $287,000 | 0.0% | 2,561 | 0.0% | 0.09% | -3.2% |
| Q4 2021 | $287,000 | +8.3% | 2,561 | 0.0% | 0.09% | -4.1% |
| Q3 2021 | $265,000 | -1.1% | 2,561 | 0.0% | 0.10% | +5.4% |
| Q2 2021 | $268,000 | -48.1% | 2,561 | -49.8% | 0.09% | -36.7% |
| Q1 2021 | $516,000 | +12.2% | 5,101 | +1.4% | 0.15% | +2.8% |
| Q4 2020 | $460,000 | +117.0% | 5,032 | +104.4% | 0.14% | -10.6% |
| Q3 2020 | $212,000 | 0.0% | 2,462 | 0.0% | 0.16% | 0.0% |
| Q1 2020 | $212,000 | 0.0% | 2,462 | 0.0% | 0.16% | 0.0% |
| Q3 2019 | $212,000 | -0.5% | 2,462 | +0.9% | 0.16% | -14.0% |
| Q2 2019 | $213,000 | +2.4% | 2,441 | +0.7% | 0.19% | -3.1% |
| Q1 2019 | $208,000 | – | 2,424 | – | 0.19% | – |
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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% |