VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $166,000 | +6.4% | 1,608 | +7.8% | 0.02% | +5.0% |
| Q2 2021 | $156,000 | -22.4% | 1,491 | -25.1% | 0.02% | +25.0% |
| Q1 2021 | $201,000 | +47.8% | 1,991 | +33.5% | 0.02% | +45.5% |
| Q4 2020 | $136,000 | +1842.9% | 1,491 | +1538.5% | 0.01% | +1000.0% |
| Q3 2020 | $7,000 | -88.9% | 91 | -88.5% | 0.00% | -83.3% |
| Q2 2020 | $63,000 | +950.0% | 794 | +772.5% | 0.01% | +500.0% |
| Q1 2020 | $6,000 | -88.0% | 91 | -82.9% | 0.00% | -80.0% |
| Q4 2019 | $50,000 | +525.0% | 531 | +483.5% | 0.01% | +400.0% |
| Q3 2019 | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | -99.9% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,507,000 | -3.7% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,792,000 | +5.6% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,377,000 | – | 91 | – | 0.00% | – |
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% |