VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,744 | -2.6% | 4,004 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $424,756 | -7.7% | 4,004 | -8.2% | 0.02% | -14.3% |
| Q1 2023 | $460,032 | +93212.8% | 4,360 | -4.3% | 0.03% | -9.7% |
| Q4 2022 | $493 | -99.9% | 4,554 | +13.7% | 0.03% | +19.2% |
| Q3 2022 | $380,000 | -6.6% | 4,004 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $407,000 | -9.6% | 4,004 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $450,000 | +0.2% | 4,004 | 0.0% | 0.02% | +9.1% |
| Q4 2021 | $449,000 | +11.1% | 4,004 | +2.5% | 0.02% | 0.0% |
| Q3 2021 | $404,000 | -1.2% | 3,906 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $409,000 | -1.7% | 3,906 | -5.0% | 0.02% | -12.0% |
| Q1 2021 | $416,000 | +16.5% | 4,110 | +5.2% | 0.02% | +13.6% |
| Q4 2020 | $357,000 | +13.0% | 3,906 | 0.0% | 0.02% | +4.8% |
| Q3 2020 | $316,000 | +2.6% | 3,906 | 0.0% | 0.02% | -8.7% |
| Q2 2020 | $308,000 | +12.0% | 3,906 | +0.7% | 0.02% | -8.0% |
| Q1 2020 | $275,000 | -12.1% | 3,880 | +16.2% | 0.02% | +8.7% |
| Q4 2019 | $313,000 | +7.6% | 3,340 | +1.7% | 0.02% | 0.0% |
| Q3 2019 | $291,000 | +1.4% | 3,284 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $287,000 | – | 3,284 | – | 0.02% | – |
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% |