VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $867,000 | +8.5% | 10,133 | -1.1% | 0.24% | -6.0% |
| Q4 2018 | $799,000 | -7.8% | 10,245 | +2.8% | 0.25% | +10.1% |
| Q3 2018 | $867,000 | -35.9% | 9,964 | -36.9% | 0.23% | -38.1% |
| Q4 2017 | $1,352,000 | -7.3% | 15,795 | -12.2% | 0.37% | -22.2% |
| Q3 2017 | $1,458,000 | +17.3% | 17,982 | +13.1% | 0.47% | +14.6% |
| Q2 2017 | $1,243,000 | +20.9% | 15,899 | +20.1% | 0.41% | +22.6% |
| Q1 2017 | $1,028,000 | +23.3% | 13,239 | +20.2% | 0.34% | +20.9% |
| Q4 2016 | $834,000 | +31.5% | 11,014 | +25.3% | 0.28% | +25.2% |
| Q3 2016 | $634,000 | +37.2% | 8,791 | +35.8% | 0.22% | +43.2% |
| Q2 2016 | $462,000 | +119.0% | 6,475 | +111.3% | 0.16% | +121.4% |
| Q1 2016 | $211,000 | – | 3,064 | – | 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% |