VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,839 | -72.1% | 2,060 | -71.3% | 0.02% | -70.0% |
| Q2 2023 | $762,643 | -7.2% | 7,190 | -7.7% | 0.06% | -34.1% |
| Q1 2023 | $822,162 | -3.2% | 7,793 | -0.7% | 0.09% | -7.1% |
| Q4 2022 | $849,232 | +14.0% | 7,848 | 0.0% | 0.10% | +6.5% |
| Q3 2022 | $745,000 | -6.5% | 7,848 | +0.2% | 0.09% | -1.1% |
| Q2 2022 | $797,000 | -7.9% | 7,835 | +1.7% | 0.09% | +8.1% |
| Q1 2022 | $865,000 | +2.1% | 7,707 | +2.0% | 0.09% | +8.9% |
| Q4 2021 | $847,000 | +7.4% | 7,553 | -1.0% | 0.08% | +5.3% |
| Q3 2021 | $789,000 | -10.4% | 7,632 | -9.2% | 0.08% | -10.7% |
| Q2 2021 | $881,000 | -7.8% | 8,406 | -11.1% | 0.08% | -13.4% |
| Q1 2021 | $956,000 | +11.6% | 9,460 | +1.0% | 0.10% | +4.3% |
| Q4 2020 | $857,000 | +7.5% | 9,370 | -2.0% | 0.09% | -2.1% |
| Q3 2020 | $797,000 | +1.4% | 9,566 | -3.9% | 0.10% | -5.9% |
| Q2 2020 | $786,000 | -1.6% | 9,958 | -7.4% | 0.10% | -15.1% |
| Q1 2020 | $799,000 | -24.3% | 10,750 | -4.8% | 0.12% | -4.0% |
| Q4 2019 | $1,056,000 | +6.2% | 11,288 | -1.8% | 0.12% | -3.9% |
| Q3 2019 | $994,000 | -4.7% | 11,493 | -3.7% | 0.13% | -3.0% |
| Q2 2019 | $1,043,000 | 0.0% | 11,931 | -2.0% | 0.13% | -2.2% |
| Q1 2019 | $1,043,000 | +10.7% | 12,173 | +0.8% | 0.14% | -1.4% |
| Q4 2018 | $942,000 | -9.3% | 12,079 | +1.2% | 0.14% | +8.7% |
| Q3 2018 | $1,039,000 | +7.4% | 11,934 | +2.5% | 0.13% | +1.6% |
| Q2 2018 | $967,000 | +3.8% | 11,638 | +3.1% | 0.12% | +1.6% |
| Q1 2018 | $932,000 | -1.7% | 11,293 | +2.0% | 0.12% | +0.8% |
| Q4 2017 | $948,000 | +10.5% | 11,073 | +4.6% | 0.12% | +1.7% |
| Q3 2017 | $858,000 | +1.3% | 10,588 | -2.4% | 0.12% | -17.2% |
| Q2 2017 | $847,000 | -6.9% | 10,843 | -7.5% | 0.14% | -9.4% |
| Q1 2017 | $910,000 | -2.6% | 11,723 | -4.9% | 0.16% | -10.1% |
| Q4 2016 | $934,000 | +5.3% | 12,333 | +0.3% | 0.18% | +1.1% |
| Q3 2016 | $887,000 | +0.1% | 12,302 | -0.7% | 0.18% | -0.6% |
| Q2 2016 | $886,000 | +13.7% | 12,392 | +9.9% | 0.18% | +9.3% |
| Q1 2016 | $779,000 | +20.6% | 11,278 | +16.5% | 0.16% | +16.5% |
| Q4 2015 | $646,000 | +24.7% | 9,678 | +17.0% | 0.14% | +21.9% |
| Q3 2015 | $518,000 | +34.5% | 8,269 | +44.5% | 0.11% | +46.2% |
| Q2 2015 | $385,000 | +6.1% | 5,724 | +7.8% | 0.08% | +8.3% |
| Q1 2015 | $363,000 | – | 5,312 | – | 0.07% | – |
Download | ||||||
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% |