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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $434,000 | +6.6% | 4,630 | +0.8% | 0.26% | +11.6% |
| Q3 2019 | $407,000 | +4.6% | 4,592 | +3.1% | 0.23% | -0.9% |
| Q2 2019 | $389,000 | +2.6% | 4,453 | +0.7% | 0.23% | +0.4% |
| Q1 2019 | $379,000 | +10.8% | 4,421 | +0.8% | 0.23% | 0.0% |
| Q4 2018 | $342,000 | -9.0% | 4,388 | +1.8% | 0.23% | +4.0% |
| Q3 2018 | $376,000 | +5.0% | 4,312 | 0.0% | 0.22% | -0.4% |
| Q2 2018 | $358,000 | +1.4% | 4,312 | +0.7% | 0.22% | -3.8% |
| Q1 2018 | $353,000 | +3.2% | 4,280 | +1.5% | 0.23% | +25.1% |
| Q3 2017 | $342,000 | +11.0% | 4,216 | +7.0% | 0.19% | +61.2% |
| Q2 2017 | $308,000 | +0.7% | 3,939 | 0.0% | 0.12% | +2.7% |
| Q1 2017 | $306,000 | +32.5% | 3,939 | +29.0% | 0.11% | +24.2% |
| Q4 2016 | $231,000 | – | 3,054 | – | 0.09% | – |
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% |