VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 211 filers reported holding VANGUARD WHITEHALL FDS in Q3 2013. The put-call ratio across all filers is 2.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,799,000 | -28.5% | 44,278 | -32.6% | 0.39% | +29.6% |
| Q3 2017 | $5,314,000 | -5.2% | 65,649 | -8.3% | 0.30% | -12.4% |
| Q2 2017 | $5,608,000 | +30.9% | 71,625 | +30.5% | 0.35% | +17.6% |
| Q1 2017 | $4,285,000 | +23.5% | 54,905 | +20.8% | 0.30% | +13.5% |
| Q4 2016 | $3,470,000 | +4.0% | 45,461 | -2.7% | 0.26% | +2.0% |
| Q3 2016 | $3,338,000 | -69.9% | 46,704 | -70.0% | 0.26% | -71.9% |
| Q2 2016 | $11,107,000 | +112.7% | 155,800 | +106.8% | 0.91% | +84.5% |
| Q1 2016 | $5,221,000 | +11.8% | 75,325 | +7.7% | 0.49% | -16.5% |
| Q4 2015 | $4,671,000 | +1.6% | 69,947 | -4.6% | 0.59% | +11.2% |
| Q3 2015 | $4,599,000 | -15.7% | 73,305 | -9.8% | 0.53% | -17.7% |
| Q2 2015 | $5,454,000 | +4.7% | 81,311 | +6.3% | 0.64% | +2.4% |
| Q1 2015 | $5,207,000 | +2.0% | 76,469 | +3.1% | 0.63% | -6.7% |
| Q4 2014 | $5,106,000 | +44.6% | 74,167 | +39.5% | 0.67% | +42.3% |
| Q3 2014 | $3,530,000 | +130.1% | 53,165 | +129.7% | 0.47% | +115.0% |
| Q2 2014 | $1,534,000 | +24.7% | 23,142 | +11.6% | 0.22% | -3.5% |
| Q1 2014 | $1,230,000 | -2.5% | 20,738 | +2.6% | 0.23% | +1.3% |
| Q4 2013 | $1,262,000 | +75.8% | 20,220 | +61.3% | 0.22% | +32.4% |
| Q3 2013 | $718,000 | -53.9% | 12,534 | -54.7% | 0.17% | -49.4% |
| Q2 2013 | $1,559,000 | – | 27,675 | – | 0.34% | – |
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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% |