VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $178 | -7.3% | 1,504 | -5.3% | 0.03% | -9.1% |
Q1 2024 | $192 | +8.5% | 1,588 | 0.0% | 0.03% | 0.0% |
Q4 2023 | $177 | -4.3% | 1,588 | -11.2% | 0.03% | -13.2% |
Q3 2023 | $185 | -17.8% | 1,789 | -15.5% | 0.04% | -19.1% |
Q2 2023 | $225 | -0.4% | 2,118 | -1.2% | 0.05% | -6.0% |
Q1 2023 | $226 | -2.6% | 2,143 | +0.1% | 0.05% | 0.0% |
Q4 2022 | $232 | -99.9% | 2,140 | +17.3% | 0.05% | +11.1% |
Q3 2022 | $173,000 | -6.5% | 1,825 | +0.2% | 0.04% | 0.0% |
Q2 2022 | $185,000 | -8.0% | 1,822 | +1.7% | 0.04% | +4.7% |
Q1 2022 | $201,000 | 0.0% | 1,791 | +0.1% | 0.04% | 0.0% |
Q4 2021 | $201,000 | +123.3% | 1,789 | +105.2% | 0.04% | +104.8% |
Q3 2021 | $90,000 | +16.9% | 872 | -8.8% | 0.02% | -8.7% |
Q2 2021 | $77,000 | -20.6% | 956 | -0.7% | 0.02% | +4.5% |
Q1 2021 | $97,000 | +10.2% | 963 | +0.3% | 0.02% | 0.0% |
Q4 2020 | $88,000 | +14.3% | 960 | +0.4% | 0.02% | -4.3% |
Q3 2020 | $77,000 | -45.8% | 956 | -46.9% | 0.02% | -48.9% |
Q2 2020 | $142,000 | +10.9% | 1,802 | -0.4% | 0.04% | +2.3% |
Q1 2020 | $128,000 | +14.3% | 1,809 | +51.6% | 0.04% | +37.5% |
Q4 2019 | $112,000 | +31.8% | 1,193 | +24.8% | 0.03% | +23.1% |
Q3 2019 | $85,000 | -15.8% | 956 | -17.6% | 0.03% | -18.8% |
Q2 2019 | $101,000 | +24.7% | 1,160 | +22.1% | 0.03% | +18.5% |
Q1 2019 | $81,000 | +47.3% | 950 | +33.8% | 0.03% | +35.0% |
Q4 2018 | $55,000 | -8.3% | 710 | +2.6% | 0.02% | +5.3% |
Q3 2018 | $60,000 | +5.3% | 692 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $57,000 | 0.0% | 692 | +0.9% | 0.02% | +5.6% |
Q1 2018 | $57,000 | +7.5% | 686 | +11.4% | 0.02% | 0.0% |
Q4 2017 | $53,000 | +6.0% | 616 | +0.3% | 0.02% | +5.9% |
Q3 2017 | $50,000 | +4.2% | 614 | +0.3% | 0.02% | -5.6% |
Q2 2017 | $48,000 | +2.1% | 612 | +0.3% | 0.02% | -5.3% |
Q1 2017 | $47,000 | -99.7% | 610 | +179.8% | 0.02% | +171.4% |
Q4 2016 | $16,502,000 | +103037.5% | 218 | +0.9% | 0.01% | 0.0% |
Q3 2016 | $16,000 | +6.7% | 216 | +0.9% | 0.01% | 0.0% |
Q2 2016 | $15,000 | 0.0% | 214 | +0.5% | 0.01% | 0.0% |
Q1 2016 | $15,000 | -63.4% | 213 | -65.1% | 0.01% | -63.2% |
Q4 2015 | $41,000 | +7.9% | 611 | +0.3% | 0.02% | +5.6% |
Q3 2015 | $38,000 | -7.3% | 609 | +0.5% | 0.02% | +5.9% |
Q2 2015 | $41,000 | 0.0% | 606 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $41,000 | -2.4% | 606 | +0.3% | 0.02% | -5.6% |
Q4 2014 | $42,000 | +5.0% | 604 | +0.2% | 0.02% | 0.0% |
Q3 2014 | $40,000 | 0.0% | 603 | +0.3% | 0.02% | 0.0% |
Q2 2014 | $40,000 | +5.3% | 601 | +0.2% | 0.02% | 0.0% |
Q1 2014 | $38,000 | +2.7% | 600 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $37,000 | +117.6% | 600 | +100.0% | 0.02% | +100.0% |
Q3 2013 | $17,000 | -39.3% | 300 | -40.0% | 0.01% | -40.0% |
Q2 2013 | $28,000 | – | 500 | – | 0.02% | – |
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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% |