VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,469,766 | -9.5% | 111,012 | -7.1% | 0.30% | -6.6% |
Q2 2023 | $12,670,167 | -8.7% | 119,451 | -9.2% | 0.32% | -14.7% |
Q1 2023 | $13,882,261 | -19.4% | 131,585 | -17.3% | 0.37% | -24.9% |
Q4 2022 | $17,219,135 | +17.1% | 159,127 | +2.7% | 0.50% | -6.6% |
Q3 2022 | $14,708,000 | -4.4% | 155,013 | +2.5% | 0.53% | -2.9% |
Q2 2022 | $15,379,000 | +32.1% | 151,217 | +45.8% | 0.55% | +48.5% |
Q1 2022 | $11,639,000 | +2.2% | 103,692 | +2.0% | 0.37% | +3.7% |
Q4 2021 | $11,392,000 | +20.0% | 101,617 | +10.6% | 0.36% | +6.6% |
Q3 2021 | $9,493,000 | -44.9% | 91,852 | -44.1% | 0.33% | -52.1% |
Q2 2021 | $17,230,000 | +46.4% | 164,455 | +41.3% | 0.70% | +31.0% |
Q1 2021 | $11,766,000 | +59.2% | 116,394 | +44.1% | 0.53% | +46.2% |
Q4 2020 | $7,390,000 | +9.6% | 80,757 | -3.1% | 0.36% | -0.5% |
Q3 2020 | $6,744,000 | -8.3% | 83,329 | -10.8% | 0.37% | -12.9% |
Q2 2020 | $7,358,000 | -41.0% | 93,402 | -47.0% | 0.42% | -51.2% |
Q1 2020 | $12,461,000 | -12.7% | 176,135 | +15.7% | 0.86% | -2.6% |
Q4 2019 | $14,272,000 | +14.5% | 152,298 | +8.4% | 0.88% | -1.2% |
Q3 2019 | $12,465,000 | +1.3% | 140,486 | -0.3% | 0.90% | -3.1% |
Q2 2019 | $12,307,000 | +4.7% | 140,840 | +2.7% | 0.92% | -2.3% |
Q1 2019 | $11,752,000 | +27.0% | 137,189 | +15.7% | 0.95% | +8.0% |
Q4 2018 | $9,250,000 | +25.8% | 118,600 | +40.4% | 0.88% | +42.0% |
Q3 2018 | $7,355,000 | +5.6% | 84,456 | +0.7% | 0.62% | -6.7% |
Q2 2018 | $6,963,000 | +3.7% | 83,844 | +3.0% | 0.66% | -2.9% |
Q1 2018 | $6,712,000 | +0.0% | 81,364 | +3.8% | 0.68% | -3.8% |
Q4 2017 | $6,711,000 | +19.4% | 78,376 | +13.1% | 0.71% | -1.8% |
Q3 2017 | $5,619,000 | +22.1% | 69,295 | +17.7% | 0.72% | +10.4% |
Q2 2017 | $4,601,000 | +25.4% | 58,863 | +24.5% | 0.65% | -9.8% |
Q1 2017 | $3,670,000 | +67.6% | 47,263 | +63.6% | 0.72% | +52.7% |
Q4 2016 | $2,190,000 | +137.8% | 28,898 | +130.3% | 0.47% | +129.0% |
Q3 2016 | $921,000 | 0.0% | 12,549 | 0.0% | 0.21% | -2.4% |
Q2 2016 | $921,000 | – | 12,549 | – | 0.21% | – |
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% |