VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,157,484 | +14.6% | 10,697 | +0.5% | 0.02% | +9.5% |
| Q3 2022 | $1,010,000 | -2.0% | 10,645 | +4.9% | 0.02% | +5.0% |
| Q2 2022 | $1,031,000 | -5.4% | 10,143 | +4.4% | 0.02% | +17.6% |
| Q1 2022 | $1,090,000 | +1.6% | 9,714 | +1.5% | 0.02% | +6.2% |
| Q4 2021 | $1,073,000 | -39.2% | 9,572 | -43.2% | 0.02% | -42.9% |
| Q3 2021 | $1,766,000 | -39.9% | 16,855 | -39.9% | 0.03% | -28.2% |
| Q2 2021 | $2,939,000 | -3.0% | 28,055 | -6.4% | 0.04% | -13.3% |
| Q1 2021 | $3,031,000 | +183.8% | 29,981 | +156.9% | 0.04% | +164.7% |
| Q4 2020 | $1,068,000 | -54.1% | 11,671 | -59.4% | 0.02% | -57.5% |
| Q3 2020 | $2,327,000 | +69.1% | 28,750 | +64.6% | 0.04% | -31.0% |
| Q2 2020 | $1,376,000 | +11.3% | 17,471 | -0.0% | 0.06% | +1.8% |
| Q1 2020 | $1,236,000 | -26.0% | 17,476 | -2.0% | 0.06% | +1.8% |
| Q4 2019 | $1,671,000 | +5.6% | 17,832 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $1,582,000 | -0.5% | 17,832 | -2.0% | 0.06% | +10.0% |
| Q2 2019 | $1,590,000 | +2.4% | 18,196 | +0.4% | 0.05% | 0.0% |
| Q1 2019 | $1,552,000 | +10.7% | 18,119 | +0.8% | 0.05% | +2.0% |
| Q4 2018 | $1,402,000 | -53.8% | 17,978 | -48.4% | 0.05% | -47.9% |
| Q3 2018 | $3,036,000 | +105.0% | 34,857 | +95.5% | 0.09% | +100.0% |
| Q2 2018 | $1,481,000 | +1.2% | 17,828 | +0.4% | 0.05% | 0.0% |
| Q1 2018 | $1,464,000 | -51.3% | 17,749 | -49.4% | 0.05% | -53.0% |
| Q4 2017 | $3,006,000 | -28.4% | 35,099 | -32.2% | 0.10% | -32.9% |
| Q3 2017 | $4,200,000 | +40.0% | 51,805 | +35.0% | 0.15% | +30.7% |
| Q2 2017 | $2,999,000 | +29.7% | 38,376 | +28.9% | 0.11% | +21.3% |
| Q1 2017 | $2,313,000 | +36.7% | 29,782 | +33.4% | 0.09% | +30.6% |
| Q4 2016 | $1,692,000 | +12.8% | 22,325 | +7.3% | 0.07% | +14.3% |
| Q3 2016 | $1,500,000 | +15.1% | 20,798 | +14.1% | 0.06% | +14.5% |
| Q2 2016 | $1,303,000 | +11.0% | 18,232 | +7.2% | 0.06% | +10.0% |
| Q1 2016 | $1,174,000 | +3.4% | 17,000 | 0.0% | 0.05% | +2.0% |
| Q4 2015 | $1,135,000 | +6.6% | 17,000 | 0.0% | 0.05% | +6.5% |
| Q3 2015 | $1,065,000 | -43.5% | 17,000 | -39.3% | 0.05% | -37.0% |
| Q2 2015 | $1,885,000 | -1.4% | 28,000 | 0.0% | 0.07% | +1.4% |
| Q1 2015 | $1,912,000 | -0.7% | 28,000 | 0.0% | 0.07% | -1.4% |
| Q4 2014 | $1,925,000 | +11.5% | 28,000 | +7.7% | 0.07% | +10.6% |
| Q3 2014 | $1,727,000 | +44.6% | 26,000 | +44.4% | 0.07% | +50.0% |
| Q2 2014 | $1,194,000 | +26.1% | 18,000 | +20.0% | 0.04% | +18.9% |
| Q1 2014 | $947,000 | +1.3% | 15,000 | 0.0% | 0.04% | +2.8% |
| Q4 2013 | $935,000 | +8.5% | 15,000 | 0.0% | 0.04% | +2.9% |
| Q3 2013 | $862,000 | +1.9% | 15,000 | 0.0% | 0.04% | -2.8% |
| Q2 2013 | $846,000 | – | 15,000 | – | 0.04% | – |
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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% |