VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,332 | -2.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,607 | +0.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,550 | -2.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,821 | +8.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | -60.7% | 100 | -66.7% | 0.00% | -70.0% |
| Q4 2019 | $28,000 | +3.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $27,000 | +3.8% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +36.8% | 300 | +20.0% | 0.01% | +11.1% |
| Q4 2018 | $19,000 | -13.6% | 250 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $22,000 | +4.8% | 250 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $21,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $21,000 | -75.6% | 250 | -75.0% | 0.01% | -74.3% |
| Q4 2017 | $86,000 | +41.0% | 1,000 | +33.3% | 0.04% | +34.6% |
| Q3 2017 | $61,000 | +10.9% | 750 | +7.1% | 0.03% | +18.2% |
| Q2 2017 | $55,000 | -49.5% | 700 | -50.0% | 0.02% | -53.2% |
| Q1 2017 | $109,000 | -36.6% | 1,400 | -38.5% | 0.05% | -40.5% |
| Q4 2016 | $172,000 | -89.0% | 2,275 | -89.5% | 0.08% | -89.1% |
| Q3 2016 | $1,562,000 | -11.5% | 21,650 | -12.3% | 0.72% | -11.9% |
| Q2 2016 | $1,765,000 | -0.3% | 24,700 | -3.7% | 0.82% | -4.6% |
| Q1 2016 | $1,771,000 | – | 25,650 | – | 0.86% | – |
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% |