VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,874 | -2.7% | 47,174 | -0.1% | 1.65% | +1.3% |
| Q2 2023 | $5,007 | +0.2% | 47,204 | -0.4% | 1.63% | -3.9% |
| Q1 2023 | $4,998 | -3.7% | 47,378 | -1.2% | 1.69% | -7.8% |
| Q4 2022 | $5,190 | -99.9% | 47,963 | +0.5% | 1.84% | +8.4% |
| Q3 2022 | $4,530,000 | -6.0% | 47,747 | +0.8% | 1.70% | +7.7% |
| Q2 2022 | $4,819,000 | -7.5% | 47,384 | +2.1% | 1.57% | +10.7% |
| Q1 2022 | $5,208,000 | +1.2% | 46,396 | +1.1% | 1.42% | +6.0% |
| Q4 2021 | $5,147,000 | +11.5% | 45,910 | +2.8% | 1.34% | +1.6% |
| Q3 2021 | $4,617,000 | +2.3% | 44,673 | +3.7% | 1.32% | +2.9% |
| Q2 2021 | $4,513,000 | +7.2% | 43,080 | +3.4% | 1.28% | -0.7% |
| Q1 2021 | $4,211,000 | +19.7% | 41,659 | +8.3% | 1.29% | +7.4% |
| Q4 2020 | $3,519,000 | +13.4% | 38,459 | +0.3% | 1.20% | +2.0% |
| Q3 2020 | $3,104,000 | +3.2% | 38,358 | +0.4% | 1.18% | -6.2% |
| Q2 2020 | $3,009,000 | +14.0% | 38,192 | +2.4% | 1.26% | -7.2% |
| Q1 2020 | $2,640,000 | -24.6% | 37,308 | -0.1% | 1.35% | -1.6% |
| Q4 2019 | $3,500,000 | +5.4% | 37,348 | -0.2% | 1.38% | -1.5% |
| Q3 2019 | $3,320,000 | +1.3% | 37,412 | -0.3% | 1.40% | +2.3% |
| Q2 2019 | $3,277,000 | -0.5% | 37,507 | -2.4% | 1.36% | -2.1% |
| Q1 2019 | $3,292,000 | +9.3% | 38,427 | -0.5% | 1.39% | -1.3% |
| Q4 2018 | $3,013,000 | -12.1% | 38,637 | -1.9% | 1.41% | +5.6% |
| Q3 2018 | $3,429,000 | +3.9% | 39,372 | -0.9% | 1.34% | -3.3% |
| Q2 2018 | $3,299,000 | -1.1% | 39,722 | -1.8% | 1.38% | -2.7% |
| Q1 2018 | $3,336,000 | -4.3% | 40,442 | -0.6% | 1.42% | +0.5% |
| Q4 2017 | $3,485,000 | +4.7% | 40,697 | -0.9% | 1.42% | -0.7% |
| Q3 2017 | $3,328,000 | +3.2% | 41,047 | -0.5% | 1.42% | -0.3% |
| Q2 2017 | $3,225,000 | +0.9% | 41,262 | +0.2% | 1.43% | -0.9% |
| Q1 2017 | $3,197,000 | +3.1% | 41,172 | +0.6% | 1.44% | -0.9% |
| Q4 2016 | $3,102,000 | +5.0% | 40,942 | -0.1% | 1.46% | +0.3% |
| Q3 2016 | $2,955,000 | +1.0% | 40,967 | +0.0% | 1.45% | -1.2% |
| Q2 2016 | $2,927,000 | +2.0% | 40,962 | -1.4% | 1.47% | -1.1% |
| Q1 2016 | $2,869,000 | +2.6% | 41,552 | -0.8% | 1.48% | +4.1% |
| Q4 2015 | $2,797,000 | +7.4% | 41,902 | +0.8% | 1.43% | +1.4% |
| Q3 2015 | $2,604,000 | -7.2% | 41,569 | -0.3% | 1.41% | +2.6% |
| Q2 2015 | $2,807,000 | +0.1% | 41,701 | +1.5% | 1.37% | +0.8% |
| Q1 2015 | $2,805,000 | +2.0% | 41,076 | +2.7% | 1.36% | 0.0% |
| Q4 2014 | $2,751,000 | +5.0% | 40,014 | +1.4% | 1.36% | +0.7% |
| Q3 2014 | $2,620,000 | -0.3% | 39,454 | -0.5% | 1.35% | +2.3% |
| Q2 2014 | $2,629,000 | +6.1% | 39,647 | +1.0% | 1.32% | +2.4% |
| Q1 2014 | $2,478,000 | +3.4% | 39,266 | +2.1% | 1.29% | +4.3% |
| Q4 2013 | $2,397,000 | -1.0% | 38,467 | -8.7% | 1.24% | +7.4% |
| Q3 2013 | $2,422,000 | – | 42,136 | – | 1.15% | – |
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% |