VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,020,492 | -2.6% | 9,877 | 0.0% | 0.05% | -1.9% |
| Q2 2023 | $1,047,653 | +0.5% | 9,877 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $1,042,024 | -4.3% | 9,877 | -1.9% | 0.06% | -1.8% |
| Q4 2022 | $1,089,025 | +158.7% | 10,064 | +126.5% | 0.06% | +166.7% |
| Q3 2022 | $421,000 | -71.5% | 4,444 | -69.5% | 0.02% | -70.4% |
| Q2 2022 | $1,479,000 | -11.2% | 14,547 | -2.0% | 0.07% | -22.8% |
| Q1 2022 | $1,666,000 | +615.0% | 14,844 | +613.7% | 0.09% | +666.7% |
| Q4 2021 | $233,000 | +8.4% | 2,080 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $215,000 | -5.7% | 2,080 | -4.5% | 0.01% | 0.0% |
| Q2 2021 | $228,000 | +8.1% | 2,177 | +4.7% | 0.01% | 0.0% |
| Q1 2021 | $211,000 | -46.2% | 2,080 | -62.6% | 0.01% | -66.7% |
| Q1 2020 | $392,000 | -51.0% | 5,556 | -34.9% | 0.04% | -47.3% |
| Q4 2019 | $800,000 | -86.7% | 8,532 | -87.4% | 0.07% | -86.2% |
| Q3 2019 | $6,004,000 | +1.8% | 67,654 | +0.2% | 0.54% | +9.3% |
| Q2 2019 | $5,900,000 | +0.0% | 67,508 | -2.0% | 0.49% | +2.1% |
| Q1 2019 | $5,898,000 | +13.8% | 68,858 | +3.6% | 0.48% | +22.6% |
| Q4 2018 | $5,181,000 | -12.3% | 66,438 | -2.1% | 0.39% | -22.2% |
| Q3 2018 | $5,907,000 | +775.1% | 67,835 | +735.1% | 0.50% | +770.7% |
| Q2 2018 | $675,000 | -2.6% | 8,123 | -3.3% | 0.06% | -3.3% |
| Q1 2018 | $693,000 | -39.4% | 8,403 | -40.4% | 0.06% | -37.5% |
| Q3 2017 | $1,144,000 | -45.2% | 14,105 | -47.5% | 0.10% | -46.1% |
| Q1 2017 | $2,087,000 | -25.4% | 26,880 | -27.2% | 0.18% | -29.6% |
| Q4 2016 | $2,799,000 | +18.5% | 36,935 | +12.8% | 0.25% | +7.7% |
| Q3 2016 | $2,362,000 | +360.4% | 32,739 | +329.6% | 0.24% | +389.6% |
| Q2 2016 | $513,000 | -9.0% | 7,620 | -6.8% | 0.05% | -11.1% |
| Q1 2016 | $564,000 | +41.4% | 8,175 | +36.6% | 0.05% | +22.7% |
| Q4 2015 | $399,000 | – | 5,985 | – | 0.04% | – |
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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% |