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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $269,656 | +1.2% | 2,542 | +0.7% | 0.00% | -25.0% |
| Q1 2023 | $266,413 | -2.0% | 2,525 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $271,742 | +14.2% | 2,511 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $238,000 | -9.2% | 2,507 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $262,000 | -5.8% | 2,572 | +3.9% | 0.00% | 0.0% |
| Q1 2022 | $278,000 | +38.3% | 2,476 | -12.7% | 0.00% | -20.0% |
| Q1 2020 | $201,000 | – | 2,836 | – | 0.01% | – |
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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% |