VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,798,000 | +3.8% | 25,161 | +0.2% | 1.12% | -9.1% |
| Q1 2016 | $1,733,000 | +1.5% | 25,105 | -1.8% | 1.24% | +30.0% |
| Q4 2015 | $1,707,000 | +6.1% | 25,574 | -0.4% | 0.95% | -42.8% |
| Q3 2015 | $1,609,000 | -5.9% | 25,686 | +1.2% | 1.66% | +13.4% |
| Q2 2015 | $1,709,000 | +0.1% | 25,387 | +1.5% | 1.47% | -1.1% |
| Q1 2015 | $1,708,000 | -4.2% | 25,009 | -3.6% | 1.48% | +10.0% |
| Q4 2014 | $1,783,000 | – | 25,937 | – | 1.35% | – |
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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% |