VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,269,000 | +394.3% | 20,213 | +345.6% | 0.85% | +451.3% |
| Q1 2021 | $459,000 | +0.4% | 4,536 | -9.2% | 0.15% | -6.7% |
| Q4 2020 | $457,000 | +11.7% | 4,994 | -1.3% | 0.16% | +1.2% |
| Q3 2020 | $409,000 | -4.0% | 5,058 | -6.4% | 0.16% | +7.2% |
| Q2 2020 | $426,000 | +12.1% | 5,403 | +0.5% | 0.15% | -11.1% |
| Q1 2020 | $380,000 | -87.2% | 5,375 | -83.1% | 0.17% | -84.4% |
| Q4 2019 | $2,977,000 | -31.1% | 31,770 | -34.8% | 1.10% | -47.7% |
| Q3 2019 | $4,322,000 | -82.9% | 48,709 | -83.1% | 2.09% | -81.1% |
| Q2 2019 | $25,220,000 | +16.2% | 288,628 | +13.9% | 11.10% | +15.6% |
| Q1 2019 | $21,703,000 | +9.4% | 253,361 | -0.4% | 9.59% | -23.5% |
| Q4 2018 | $19,845,000 | -10.6% | 254,450 | -0.2% | 12.54% | +33.8% |
| Q3 2018 | $22,201,000 | +3.2% | 254,915 | -1.6% | 9.37% | -37.5% |
| Q2 2018 | $21,514,000 | +0.1% | 259,050 | -0.6% | 15.00% | +44.0% |
| Q1 2018 | $21,500,000 | -3.1% | 260,636 | +0.6% | 10.42% | +1.6% |
| Q4 2017 | $22,187,000 | +9.3% | 259,108 | +3.5% | 10.25% | -1.7% |
| Q3 2017 | $20,292,000 | +5.9% | 250,300 | +2.1% | 10.42% | +4.0% |
| Q2 2017 | $19,164,000 | -19.6% | 245,192 | -20.2% | 10.02% | -30.0% |
| Q1 2017 | $23,846,000 | +179.4% | 307,099 | +172.6% | 14.32% | +163.2% |
| Q4 2016 | $8,536,000 | +25.0% | 112,652 | +19.0% | 5.44% | +22.4% |
| Q3 2016 | $6,828,000 | -14.2% | 94,645 | -15.0% | 4.44% | -0.6% |
| Q2 2016 | $7,959,000 | +4.6% | 111,383 | +1.1% | 4.47% | +1.0% |
| Q1 2016 | $7,609,000 | +5.7% | 110,213 | +2.2% | 4.43% | +31.4% |
| Q4 2015 | $7,201,000 | – | 107,884 | – | 3.37% | – |
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% |