VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 540 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $340,000 | -32.5% | 4,802 | -10.7% | 0.03% | -30.4% |
| Q4 2019 | $504,000 | +13.0% | 5,379 | +7.1% | 0.05% | +9.5% |
| Q3 2019 | $446,000 | +1.6% | 5,021 | 0.0% | 0.04% | -6.7% |
| Q2 2019 | $439,000 | +2.1% | 5,021 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $430,000 | +23.2% | 5,021 | +12.3% | 0.04% | +15.8% |
| Q4 2018 | $349,000 | -23.3% | 4,471 | -14.5% | 0.04% | -11.6% |
| Q3 2018 | $455,000 | -10.1% | 5,230 | -14.1% | 0.04% | -14.0% |
| Q2 2018 | $506,000 | -35.3% | 6,092 | -33.3% | 0.05% | -35.9% |
| Q4 2017 | $782,000 | -6.5% | 9,137 | -11.4% | 0.08% | -12.4% |
| Q3 2017 | $836,000 | +2.5% | 10,312 | -1.2% | 0.09% | -4.3% |
| Q2 2017 | $816,000 | -37.9% | 10,436 | -38.3% | 0.09% | -45.3% |
| Q1 2017 | $1,313,000 | -10.8% | 16,906 | -13.0% | 0.17% | -15.8% |
| Q4 2016 | $1,472,000 | -92.3% | 19,427 | -92.7% | 0.20% | -93.3% |
| Q2 2016 | $19,138,000 | +16.8% | 267,805 | +12.9% | 3.01% | +21.0% |
| Q1 2016 | $16,379,000 | – | 237,248 | – | 2.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,330 | $185,475,000 | 11.07% |
| SEARCY FINANCIAL SERVICES INC /ADV | 161,209 | $14,304,000 | 10.60% |
| Edge Capital Group, LLC | 1,025,699 | $91,010,000 | 9.20% |
| MARINO, STRAM & ASSOCIATES LLC | 143,044 | $12,692,000 | 8.99% |
| Global Strategic Investment Solutions, LLC | 252,511 | $22,405,000 | 8.75% |
| Armor Investment Advisors, LLC | 119,215 | $10,578,000 | 8.66% |
| Measured Wealth Private Client Group, LLC | 150,988 | $13,397,000 | 8.66% |
| Berkeley Capital Partners, LLC | 163,134 | $14,475,000 | 7.64% |
| Opus Capital Group, LLC | 269,917 | $23,950,000 | 7.37% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 6,626,076 | $587,739,000 | 7.37% |