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 | $835,342 | -4.1% | 8,085 | -1.6% | 0.24% | -2.9% |
Q2 2023 | $871,365 | -0.5% | 8,215 | -1.1% | 0.24% | -2.8% |
Q1 2023 | $876,178 | -3.7% | 8,305 | -1.2% | 0.25% | -8.4% |
Q4 2022 | $909,397 | -6.3% | 8,404 | -17.9% | 0.27% | -17.3% |
Q3 2022 | $971,000 | -7.5% | 10,239 | -0.8% | 0.33% | -2.4% |
Q2 2022 | $1,050,000 | -17.4% | 10,320 | -8.8% | 0.34% | -7.1% |
Q1 2022 | $1,271,000 | -7.6% | 11,320 | -7.7% | 0.36% | -5.7% |
Q4 2021 | $1,376,000 | +11.7% | 12,270 | +2.9% | 0.39% | +1.6% |
Q3 2021 | $1,232,000 | -2.4% | 11,920 | -1.0% | 0.38% | +5.8% |
Q2 2021 | $1,262,000 | -8.5% | 12,045 | -11.7% | 0.36% | -14.7% |
Q1 2021 | $1,379,000 | +4.5% | 13,640 | -5.5% | 0.42% | +4.7% |
Q4 2020 | $1,320,000 | +5.9% | 14,430 | -6.3% | 0.40% | -4.5% |
Q3 2020 | $1,246,000 | +5.5% | 15,395 | +2.7% | 0.42% | +1.7% |
Q2 2020 | $1,181,000 | +20.5% | 14,985 | +8.2% | 0.41% | +10.7% |
Q1 2020 | $980,000 | -2.3% | 13,850 | +29.4% | 0.37% | +12.3% |
Q4 2019 | $1,003,000 | +3.5% | 10,700 | -2.0% | 0.33% | -2.9% |
Q3 2019 | $969,000 | +2.2% | 10,920 | +0.7% | 0.34% | +0.3% |
Q2 2019 | $948,000 | +2.4% | 10,845 | +0.3% | 0.34% | -1.2% |
Q1 2019 | $926,000 | +6.9% | 10,810 | -2.6% | 0.35% | -3.9% |
Q4 2018 | $866,000 | -9.8% | 11,103 | +0.7% | 0.36% | -6.0% |
Q3 2018 | $960,000 | +4.6% | 11,028 | -0.3% | 0.38% | -3.3% |
Q2 2018 | $918,000 | -4.2% | 11,058 | -4.8% | 0.40% | -5.7% |
Q1 2018 | $958,000 | -16.0% | 11,610 | -12.9% | 0.42% | -15.2% |
Q4 2017 | $1,141,000 | +2.6% | 13,325 | -2.9% | 0.50% | -1.0% |
Q3 2017 | $1,112,000 | -14.3% | 13,720 | -17.4% | 0.50% | -20.1% |
Q2 2017 | $1,298,000 | -0.1% | 16,610 | -0.7% | 0.63% | -4.0% |
Q1 2017 | $1,299,000 | +2.8% | 16,730 | +0.3% | 0.65% | +0.6% |
Q4 2016 | $1,264,000 | +10.8% | 16,680 | +5.5% | 0.65% | +5.4% |
Q3 2016 | $1,141,000 | -0.3% | 15,815 | -1.2% | 0.62% | +0.3% |
Q2 2016 | $1,144,000 | +4.5% | 16,005 | +0.9% | 0.61% | +3.9% |
Q1 2016 | $1,095,000 | +8.2% | 15,860 | +4.7% | 0.59% | +8.7% |
Q4 2015 | $1,012,000 | +20.6% | 15,155 | +13.2% | 0.54% | +16.0% |
Q3 2015 | $839,000 | -5.8% | 13,390 | +1.2% | 0.47% | +3.8% |
Q2 2015 | $891,000 | +3.0% | 13,230 | +4.5% | 0.45% | +6.1% |
Q1 2015 | $865,000 | -2.1% | 12,665 | -1.5% | 0.42% | -2.1% |
Q4 2014 | $884,000 | +5.7% | 12,860 | +2.1% | 0.43% | +7.4% |
Q3 2014 | $836,000 | -2.1% | 12,590 | -2.3% | 0.40% | -1.7% |
Q2 2014 | $854,000 | +5.6% | 12,880 | +0.5% | 0.41% | -4.2% |
Q1 2014 | $809,000 | +1.6% | 12,810 | +0.3% | 0.43% | -7.5% |
Q4 2013 | $796,000 | +4.6% | 12,770 | -3.5% | 0.46% | -2.9% |
Q3 2013 | $761,000 | +9.0% | 13,235 | +6.9% | 0.48% | +9.6% |
Q2 2013 | $698,000 | – | 12,375 | – | 0.44% | – |
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% |