VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,588,569 | -2.7% | 634,810 | -0.1% | 7.18% | +0.5% |
| Q2 2023 | $67,383,937 | +7.8% | 635,278 | +7.2% | 7.14% | +8.0% |
| Q1 2023 | $62,505,269 | +60.7% | 592,467 | +64.8% | 6.61% | +46.4% |
| Q4 2022 | $38,895,652 | +11.6% | 359,446 | -2.2% | 4.52% | +1.3% |
| Q3 2022 | $34,865,000 | -3.5% | 367,469 | +3.5% | 4.46% | +3.2% |
| Q2 2022 | $36,114,000 | +59.3% | 355,099 | +75.8% | 4.32% | +70.8% |
| Q1 2022 | $22,675,000 | +8205.9% | 202,000 | +6822.5% | 2.53% | +5063.3% |
| Q4 2019 | $273,000 | – | 2,918 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |