VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $559,000 | -15.7% | 5,335 | -18.7% | 0.18% | -18.3% |
| Q1 2021 | $663,000 | +10.5% | 6,562 | 0.0% | 0.22% | +4.3% |
| Q4 2020 | $600,000 | -60.0% | 6,562 | -64.6% | 0.21% | -70.6% |
| Q3 2020 | $1,499,000 | +28.8% | 18,519 | +25.3% | 0.71% | +6.3% |
| Q2 2020 | $1,164,000 | +11.3% | 14,778 | 0.0% | 0.67% | -23.0% |
| Q1 2020 | $1,046,000 | -67.6% | 14,778 | -67.3% | 0.87% | -79.6% |
| Q2 2016 | $3,232,000 | +3.5% | 45,228 | 0.0% | 4.26% | +41.5% |
| Q1 2016 | $3,123,000 | +3.4% | 45,228 | 0.0% | 3.01% | +8.7% |
| Q4 2015 | $3,019,000 | +6.5% | 45,228 | 0.0% | 2.77% | -1.0% |
| Q3 2015 | $2,834,000 | -6.9% | 45,228 | 0.0% | 2.79% | +77.2% |
| Q2 2015 | $3,043,000 | -1.5% | 45,228 | 0.0% | 1.58% | +47.2% |
| Q1 2015 | $3,088,000 | -0.7% | 45,228 | 0.0% | 1.07% | +24.0% |
| Q4 2014 | $3,109,000 | +3.5% | 45,228 | 0.0% | 0.86% | +10.6% |
| Q3 2014 | $3,004,000 | – | 45,228 | – | 0.78% | – |
Download | ||||||
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% |