VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 540 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $13,647,000 | +7.3% | 121,876 | +0.5% | 1.08% | -1.6% |
Q3 2021 | $12,723,000 | -2.5% | 121,269 | -3.1% | 1.09% | -4.0% |
Q2 2021 | $13,048,000 | +1.5% | 125,186 | -1.2% | 1.14% | -5.6% |
Q1 2021 | $12,849,000 | +13.9% | 126,675 | +1.9% | 1.21% | +4.6% |
Q4 2020 | $11,276,000 | +11.1% | 124,270 | -0.9% | 1.15% | -0.3% |
Q3 2020 | $10,150,000 | -3.4% | 125,417 | -7.1% | 1.16% | -24.4% |
Q2 2020 | $10,507,000 | +12.6% | 134,976 | +4.3% | 1.53% | +19.6% |
Q1 2020 | $9,332,000 | -14.2% | 129,397 | +11.1% | 1.28% | +9.1% |
Q4 2019 | $10,881,000 | +9.5% | 116,459 | +3.7% | 1.17% | +3.8% |
Q3 2019 | $9,934,000 | +7.5% | 112,303 | +6.2% | 1.13% | +6.4% |
Q2 2019 | $9,237,000 | +9.7% | 105,713 | +7.6% | 1.06% | +7.0% |
Q1 2019 | $8,417,000 | +38.1% | 98,264 | +25.8% | 0.99% | +23.8% |
Q4 2018 | $6,094,000 | +1.1% | 78,133 | +12.8% | 0.80% | +14.3% |
Q3 2018 | $6,030,000 | +24.2% | 69,239 | +18.4% | 0.70% | +17.8% |
Q2 2018 | $4,855,000 | +19.8% | 58,463 | +19.0% | 0.60% | +19.7% |
Q1 2018 | $4,054,000 | -3.9% | 49,139 | -0.3% | 0.50% | -12.8% |
Q4 2017 | $4,219,000 | +48.2% | 49,268 | +40.3% | 0.57% | +46.2% |
Q3 2017 | $2,847,000 | +6.7% | 35,125 | +2.9% | 0.39% | 0.0% |
Q2 2017 | $2,667,000 | +6.2% | 34,129 | +5.6% | 0.39% | +13.4% |
Q1 2017 | $2,511,000 | +6.7% | 32,329 | +4.1% | 0.34% | -6.8% |
Q4 2016 | $2,354,000 | +2.4% | 31,064 | -2.5% | 0.37% | +13.2% |
Q3 2016 | $2,298,000 | +3.4% | 31,864 | +2.5% | 0.33% | +0.9% |
Q2 2016 | $2,223,000 | -4.3% | 31,098 | -7.5% | 0.32% | -7.4% |
Q1 2016 | $2,322,000 | +10.2% | 33,633 | +6.5% | 0.35% | +9.1% |
Q4 2015 | $2,107,000 | +14.9% | 31,577 | +7.9% | 0.32% | +13.5% |
Q3 2015 | $1,834,000 | -2.1% | 29,267 | +5.1% | 0.28% | +5.6% |
Q2 2015 | $1,874,000 | +1.0% | 27,842 | +2.5% | 0.27% | +2.3% |
Q1 2015 | $1,855,000 | +5.5% | 27,167 | +6.2% | 0.26% | +13.0% |
Q4 2014 | $1,759,000 | +15.2% | 25,587 | +11.3% | 0.23% | +13.2% |
Q3 2014 | $1,527,000 | +10.5% | 22,992 | +10.3% | 0.20% | +12.7% |
Q2 2014 | $1,382,000 | +41.2% | 20,848 | +34.4% | 0.18% | +31.2% |
Q1 2014 | $979,000 | +14.2% | 15,515 | +12.8% | 0.14% | +9.5% |
Q4 2013 | $857,000 | – | 13,751 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,330 | $185,475,000 | 11.07% |
SEARCY FINANCIAL SERVICES INC /ADV | 161,209 | $14,304,000 | 10.60% |
Edge Capital Group, LLC | 1,025,699 | $91,010,000 | 9.20% |
MARINO, STRAM & ASSOCIATES LLC | 143,044 | $12,692,000 | 8.99% |
Global Strategic Investment Solutions, LLC | 252,511 | $22,405,000 | 8.75% |
Armor Investment Advisors, LLC | 119,215 | $10,578,000 | 8.66% |
Measured Wealth Private Client Group, LLC | 150,988 | $13,397,000 | 8.66% |
Berkeley Capital Partners, LLC | 163,134 | $14,475,000 | 7.64% |
Opus Capital Group, LLC | 269,917 | $23,950,000 | 7.37% |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6,626,076 | $587,739,000 | 7.37% |