VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 717 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $574 | +2.1% | 4,840 | +4.1% | 0.00% | 0.0% |
| Q1 2024 | $562 | +34.8% | 4,649 | +24.5% | 0.00% | 0.0% |
| Q4 2023 | $417 | +5.6% | 3,735 | -2.4% | 0.00% | 0.0% |
| Q3 2023 | $395 | -17.2% | 3,825 | -15.0% | 0.00% | -50.0% |
| Q2 2023 | $477 | -5.9% | 4,500 | -6.3% | 0.00% | 0.0% |
| Q1 2023 | $507 | +42.0% | 4,804 | +45.6% | 0.00% | +100.0% |
| Q4 2022 | $357 | -99.9% | 3,300 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $322,000 | +5.9% | 3,390 | +13.6% | 0.00% | 0.0% |
| Q2 2022 | $304,000 | +33.9% | 2,985 | +47.5% | 0.00% | 0.0% |
| Q1 2022 | $227,000 | -56.4% | 2,024 | -63.6% | 0.00% | -50.0% |
| Q4 2019 | $521,000 | -14.4% | 5,563 | -18.9% | 0.00% | -33.3% |
| Q3 2019 | $609,000 | +15.1% | 6,860 | +13.3% | 0.00% | +50.0% |
| Q2 2019 | $529,000 | +29.0% | 6,055 | +26.4% | 0.00% | 0.0% |
| Q1 2019 | $410,000 | +24.6% | 4,792 | +13.5% | 0.00% | 0.0% |
| Q4 2018 | $329,000 | -57.2% | 4,223 | -52.1% | 0.00% | -33.3% |
| Q3 2018 | $768,000 | +13.6% | 8,816 | +8.3% | 0.00% | 0.0% |
| Q2 2018 | $676,000 | +196.5% | 8,144 | +194.0% | 0.00% | +200.0% |
| Q1 2018 | $228,000 | -16.8% | 2,770 | -13.4% | 0.00% | 0.0% |
| Q4 2017 | $274,000 | -78.6% | 3,200 | -82.1% | 0.00% | -83.3% |
| Q2 2016 | $1,281,000 | +49.5% | 17,926 | +44.4% | 0.01% | +50.0% |
| Q1 2016 | $857,000 | – | 12,416 | – | 0.00% | – |
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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% |