VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 352 filers reported holding VANGUARD WHITEHALL FDS in Q4 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $6,097,000 | -5.8% | 78,181 | +5.2% | 1.33% | -17.9% |
| Q3 2018 | $6,471,000 | +6.4% | 74,299 | +1.5% | 1.62% | -3.3% |
| Q2 2018 | $6,082,000 | -1.3% | 73,237 | -1.9% | 1.68% | -5.7% |
| Q1 2018 | $6,159,000 | -16.4% | 74,653 | -13.2% | 1.78% | -10.2% |
| Q4 2017 | $7,367,000 | +19.5% | 86,033 | +13.2% | 1.98% | +15.5% |
| Q3 2017 | $6,163,000 | +12.1% | 76,019 | +8.0% | 1.72% | +9.9% |
| Q2 2017 | $5,500,000 | -6.8% | 70,374 | -7.4% | 1.56% | -2.4% |
| Q1 2017 | $5,904,000 | -0.4% | 76,032 | -2.8% | 1.60% | -1.6% |
| Q4 2016 | $5,929,000 | +11.6% | 78,259 | +6.3% | 1.62% | +12.5% |
| Q3 2016 | $5,313,000 | +14.5% | 73,650 | +13.4% | 1.44% | +12.0% |
| Q2 2016 | $4,640,000 | +26.9% | 64,933 | +22.6% | 1.29% | +22.3% |
| Q1 2016 | $3,657,000 | +38.5% | 52,968 | +33.9% | 1.06% | +33.5% |
| Q4 2015 | $2,640,000 | +49.6% | 39,544 | +40.4% | 0.79% | +36.7% |
| Q3 2015 | $1,765,000 | +39.7% | 28,168 | +50.2% | 0.58% | +52.9% |
| Q2 2015 | $1,263,000 | +240.4% | 18,753 | +245.0% | 0.38% | +220.3% |
| Q1 2015 | $371,000 | +73.4% | 5,436 | +74.5% | 0.12% | +71.0% |
| Q4 2014 | $214,000 | – | 3,116 | – | 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% |