VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 352 filers reported holding VANGUARD WHITEHALL FDS in Q4 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $64,136,000 | +3.6% | 722,757 | +2.0% | 0.59% | +4.1% |
| Q2 2019 | $61,897,000 | -0.7% | 708,372 | -2.6% | 0.56% | -6.2% |
| Q1 2019 | $62,313,000 | +18.9% | 727,449 | +8.3% | 0.60% | +3.6% |
| Q4 2018 | $52,394,000 | -1.8% | 671,817 | +9.7% | 0.58% | +10.3% |
| Q3 2018 | $53,347,000 | +11.0% | 612,572 | +5.9% | 0.53% | +2.7% |
| Q2 2018 | $48,043,000 | +14.6% | 578,497 | +13.8% | 0.51% | +8.0% |
| Q1 2018 | $41,923,000 | +34.2% | 508,230 | +39.3% | 0.47% | +16.7% |
| Q4 2017 | $31,238,000 | +20.9% | 364,814 | +14.5% | 0.41% | +15.7% |
| Q3 2017 | $25,830,000 | +26.8% | 318,618 | +22.2% | 0.35% | +18.6% |
| Q2 2017 | $20,377,000 | +70.1% | 260,717 | +69.0% | 0.30% | +81.6% |
| Q1 2017 | $11,976,000 | +26.3% | 154,239 | +17.3% | 0.16% | +18.1% |
| Q4 2016 | $9,484,000 | 0.0% | 131,470 | 0.0% | 0.14% | -2.1% |
| Q3 2016 | $9,484,000 | -12.6% | 131,470 | -13.4% | 0.14% | -16.1% |
| Q2 2016 | $10,851,000 | -0.6% | 151,856 | -4.0% | 0.17% | -6.1% |
| Q1 2016 | $10,915,000 | +7.2% | 158,108 | +3.7% | 0.18% | -16.0% |
| Q4 2015 | $10,181,000 | +35.6% | 152,533 | +27.3% | 0.21% | +29.1% |
| Q3 2015 | $7,508,000 | +1235.9% | 119,856 | +1333.7% | 0.16% | +1275.0% |
| Q2 2015 | $562,000 | -89.3% | 8,360 | +8.7% | 0.01% | 0.0% |
| Q1 2015 | $5,251,000 | +10.9% | 7,689 | +11.6% | 0.01% | +9.1% |
| Q4 2014 | $4,736,000 | +6.0% | 6,889 | +2.4% | 0.01% | +10.0% |
| Q3 2014 | $4,468,000 | -12.5% | 6,729 | -12.6% | 0.01% | -16.7% |
| Q2 2014 | $5,107,000 | +11.6% | 7,701 | +6.2% | 0.01% | 0.0% |
| Q1 2014 | $4,575,000 | +23.0% | 7,249 | +21.4% | 0.01% | +20.0% |
| Q4 2013 | $3,720,000 | +2.5% | 5,970 | -5.5% | 0.01% | -9.1% |
| Q3 2013 | $3,631,000 | +7.9% | 6,317 | +5.8% | 0.01% | 0.0% |
| Q2 2013 | $3,364,000 | – | 5,968 | – | 0.01% | – |
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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% |