VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,250,350 | +14.0% | 335,000 | 0.0% | 3.06% | +2.4% |
| Q3 2022 | $31,785,000 | -6.7% | 335,000 | 0.0% | 2.98% | +3.3% |
| Q2 2022 | $34,070,000 | -9.4% | 335,000 | 0.0% | 2.89% | +1.3% |
| Q1 2022 | $37,604,000 | +0.1% | 335,000 | 0.0% | 2.85% | +2.7% |
| Q4 2021 | $37,557,000 | +8.5% | 335,000 | 0.0% | 2.78% | +2.6% |
| Q3 2021 | $34,622,000 | -1.4% | 335,000 | 0.0% | 2.71% | -3.7% |
| Q2 2021 | $35,098,000 | +3.6% | 335,000 | 0.0% | 2.81% | -13.8% |
| Q1 2021 | $33,865,000 | +10.5% | 335,000 | 0.0% | 3.26% | +3.1% |
| Q4 2020 | $30,656,000 | +13.1% | 335,000 | 0.0% | 3.16% | +10.3% |
| Q3 2020 | $27,112,000 | +2.7% | 335,000 | 0.0% | 2.87% | -4.0% |
| Q2 2020 | $26,391,000 | +65.8% | 335,000 | +48.9% | 2.98% | +29.3% |
| Q1 2020 | $15,919,000 | -24.5% | 225,000 | 0.0% | 2.31% | +0.3% |
| Q4 2019 | $21,085,000 | +5.6% | 225,000 | 0.0% | 2.30% | -0.4% |
| Q3 2019 | $19,964,000 | +98.7% | 225,000 | +95.7% | 2.31% | +88.3% |
| Q2 2019 | $10,049,000 | +2.0% | 115,000 | 0.0% | 1.23% | -2.8% |
| Q1 2019 | $9,851,000 | +9.8% | 115,000 | 0.0% | 1.26% | +1.3% |
| Q4 2018 | $8,969,000 | -10.4% | 115,000 | 0.0% | 1.25% | -3.2% |
| Q3 2018 | $10,015,000 | +4.9% | 115,000 | 0.0% | 1.29% | -5.2% |
| Q2 2018 | $9,551,000 | +0.7% | 115,000 | 0.0% | 1.36% | -6.6% |
| Q1 2018 | $9,486,000 | -3.7% | 115,000 | 0.0% | 1.45% | -2.2% |
| Q4 2017 | $9,847,000 | +5.6% | 115,000 | 0.0% | 1.49% | +8.0% |
| Q3 2017 | $9,323,000 | – | 115,000 | – | 1.38% | – |
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% |