VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $966,000 | +23.7% | 11,278 | +12.6% | 0.02% | +7.1% |
| Q4 2018 | $781,000 | -2.1% | 10,017 | +9.3% | 0.01% | +16.7% |
| Q3 2018 | $798,000 | +4.5% | 9,162 | -0.4% | 0.01% | -7.7% |
| Q2 2018 | $764,000 | +6.1% | 9,202 | +5.4% | 0.01% | 0.0% |
| Q1 2018 | $720,000 | -16.3% | 8,732 | -17.6% | 0.01% | -23.5% |
| Q3 2017 | $860,000 | -2.1% | 10,603 | -5.6% | 0.02% | -5.6% |
| Q2 2017 | $878,000 | +5.8% | 11,237 | +5.1% | 0.02% | +5.9% |
| Q1 2017 | $830,000 | -3.5% | 10,688 | -5.8% | 0.02% | -10.5% |
| Q4 2016 | $860,000 | +6.4% | 11,348 | +1.4% | 0.02% | 0.0% |
| Q3 2016 | $808,000 | +8.7% | 11,196 | +7.6% | 0.02% | +5.6% |
| Q2 2016 | $743,000 | +19.3% | 10,401 | +15.3% | 0.02% | +20.0% |
| Q1 2016 | $623,000 | +27.9% | 9,022 | +23.8% | 0.02% | +25.0% |
| Q4 2015 | $487,000 | +5.2% | 7,290 | -1.2% | 0.01% | -7.7% |
| Q3 2015 | $463,000 | -4.7% | 7,382 | +2.4% | 0.01% | 0.0% |
| Q2 2015 | $486,000 | +54.3% | 7,212 | +56.2% | 0.01% | +62.5% |
| Q1 2015 | $315,000 | +15.8% | 4,616 | +16.5% | 0.01% | +14.3% |
| Q4 2014 | $272,000 | +10.6% | 3,963 | +7.0% | 0.01% | 0.0% |
| Q3 2014 | $246,000 | – | 3,703 | – | 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% |