VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,449,000 | +32.2% | 20,279 | +27.7% | 0.28% | +27.5% |
| Q1 2016 | $1,096,000 | -12.6% | 15,876 | -15.5% | 0.22% | -10.7% |
| Q4 2015 | $1,254,000 | -11.7% | 18,792 | -17.1% | 0.24% | -14.4% |
| Q3 2015 | $1,420,000 | +33.1% | 22,673 | +42.9% | 0.28% | +45.4% |
| Q2 2015 | $1,067,000 | +4.9% | 15,863 | +6.5% | 0.20% | +3.7% |
| Q1 2015 | $1,017,000 | +2.1% | 14,895 | +2.8% | 0.19% | -0.5% |
| Q4 2014 | $996,000 | -4.0% | 14,487 | -7.2% | 0.19% | -6.9% |
| Q3 2014 | $1,037,000 | +2.0% | 15,616 | +1.8% | 0.20% | +24.4% |
| Q2 2014 | $1,017,000 | +17.3% | 15,345 | +11.7% | 0.16% | -12.3% |
| Q1 2014 | $867,000 | +5.9% | 13,737 | +4.5% | 0.19% | -2.1% |
| Q4 2013 | $819,000 | +26.4% | 13,148 | +16.5% | 0.19% | +13.7% |
| Q3 2013 | $648,000 | +45.3% | 11,283 | +42.5% | 0.17% | +23.5% |
| Q2 2013 | $446,000 | – | 7,920 | – | 0.14% | – |
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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% |