VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 247 filers reported holding VANGUARD WHITEHALL FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $977,000 | +29.6% | 12,504 | +28.7% | 0.01% | +22.2% |
Q1 2017 | $754,000 | +11.2% | 9,716 | +8.5% | 0.01% | +28.6% |
Q4 2016 | $678,000 | +31.9% | 8,952 | +25.7% | 0.01% | +16.7% |
Q3 2016 | $514,000 | -73.8% | 7,124 | -74.1% | 0.01% | -83.8% |
Q2 2016 | $1,964,000 | -42.2% | 27,480 | -44.1% | 0.04% | -35.1% |
Q1 2016 | $3,395,000 | +6.5% | 49,171 | +2.9% | 0.06% | +7.5% |
Q4 2015 | $3,189,000 | +247.0% | 47,771 | +225.6% | 0.05% | +178.9% |
Q3 2015 | $919,000 | -84.0% | 14,671 | -82.8% | 0.02% | -75.3% |
Q2 2015 | $5,729,000 | +111.8% | 85,100 | +114.9% | 0.08% | +108.1% |
Q1 2015 | $2,705,000 | -21.9% | 39,600 | -21.4% | 0.04% | -22.9% |
Q4 2014 | $3,465,000 | -21.4% | 50,400 | -24.1% | 0.05% | -29.4% |
Q3 2014 | $4,410,000 | +0.1% | 66,400 | 0.0% | 0.07% | +28.3% |
Q2 2014 | $4,404,000 | +77.1% | 66,400 | +68.5% | 0.05% | +65.6% |
Q1 2014 | $2,487,000 | +33.0% | 39,400 | +31.3% | 0.03% | +100.0% |
Q4 2013 | $1,870,000 | – | 30,000 | – | 0.02% | – |
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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% |