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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $590,940 | +95521.4% | 4,983 | -2.3% | 0.04% | -10.9% |
| Q1 2024 | $618 | +7.1% | 5,101 | -1.2% | 0.05% | -2.1% |
| Q4 2023 | $577 | +0.7% | 5,161 | -6.9% | 0.05% | -4.1% |
| Q3 2023 | $573 | -14.0% | 5,546 | -11.8% | 0.05% | -14.0% |
| Q2 2023 | $666 | +3.7% | 6,285 | +3.0% | 0.06% | -3.4% |
| Q1 2023 | $642 | -2.6% | 6,100 | 0.0% | 0.06% | -11.9% |
| Q4 2022 | $659 | -99.9% | 6,100 | +3.1% | 0.07% | +9.8% |
| Q3 2022 | $560,000 | -17.0% | 5,916 | -1.2% | 0.06% | -18.7% |
| Q1 2022 | $675,000 | -14.9% | 5,989 | -15.2% | 0.08% | -21.9% |
| Q4 2021 | $793,000 | -1.0% | 7,059 | -8.8% | 0.10% | -9.4% |
| Q3 2021 | $801,000 | +26.1% | 7,742 | +27.4% | 0.11% | +11.6% |
| Q2 2021 | $635,000 | -1.1% | 6,077 | -4.3% | 0.10% | -34.5% |
| Q1 2021 | $642,000 | -25.2% | 6,353 | -32.3% | 0.14% | -15.2% |
| Q4 2020 | $858,000 | -8.6% | 9,385 | -19.1% | 0.17% | -17.4% |
| Q3 2020 | $939,000 | +34.3% | 11,604 | +31.0% | 0.21% | +8.9% |
| Q2 2020 | $699,000 | +11.3% | 8,856 | 0.0% | 0.19% | +1.6% |
| Q1 2020 | $628,000 | -37.1% | 8,856 | -17.0% | 0.19% | -33.7% |
| Q4 2019 | $999,000 | +16.6% | 10,673 | +10.4% | 0.28% | -1.1% |
| Q3 2019 | $857,000 | -16.8% | 9,667 | -18.0% | 0.28% | -14.2% |
| Q2 2019 | $1,030,000 | -68.8% | 11,785 | -69.5% | 0.33% | -71.1% |
| Q1 2019 | $3,303,000 | +9.3% | 38,581 | -0.4% | 1.15% | -7.3% |
| Q4 2018 | $3,021,000 | -6.2% | 38,751 | +4.8% | 1.24% | +2.5% |
| Q3 2018 | $3,219,000 | +4.8% | 36,967 | 0.0% | 1.21% | +15.3% |
| Q2 2018 | $3,072,000 | +417.2% | 36,967 | +414.3% | 1.05% | +255.6% |
| Q1 2018 | $594,000 | -89.9% | 7,188 | -89.5% | 0.30% | -87.5% |
| Q4 2017 | $5,859,000 | +134.0% | 68,435 | +121.6% | 2.36% | +95.4% |
| Q3 2017 | $2,504,000 | +4.1% | 30,888 | +0.4% | 1.21% | -0.2% |
| Q2 2017 | $2,406,000 | +2.8% | 30,770 | +2.1% | 1.21% | -4.3% |
| Q1 2017 | $2,341,000 | +3.7% | 30,141 | +1.2% | 1.26% | -3.4% |
| Q4 2016 | $2,257,000 | +56325.0% | 29,788 | +64656.5% | 1.31% | +43533.3% |
| Q3 2016 | $4,000 | -97.8% | 46 | -98.4% | 0.00% | -97.5% |
| Q4 2015 | $186,000 | – | 2,788 | – | 0.12% | – |
Download | ||||||
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% |