VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $35,000 | +25.0% | 442 | +21.1% | 0.01% | +14.3% |
| Q1 2017 | $28,000 | -55.6% | 365 | -55.9% | 0.01% | -53.3% |
| Q4 2016 | $63,000 | +5.0% | 827 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $60,000 | +1.7% | 827 | 0.0% | 0.02% | -6.2% |
| Q2 2016 | $59,000 | +3.5% | 827 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $57,000 | -61.0% | 827 | -62.1% | 0.02% | -63.6% |
| Q4 2015 | $146,000 | -26.6% | 2,181 | -31.2% | 0.04% | -29.0% |
| Q3 2015 | $199,000 | -3.9% | 3,171 | +3.3% | 0.06% | +8.8% |
| Q2 2015 | $207,000 | +1.0% | 3,071 | +2.2% | 0.06% | 0.0% |
| Q1 2015 | $205,000 | +8.5% | 3,005 | +9.2% | 0.06% | +50.0% |
| Q4 2014 | $189,000 | -8.7% | 2,752 | -11.7% | 0.04% | -2.6% |
| Q3 2014 | $207,000 | +885.7% | 3,117 | +902.3% | 0.04% | +875.0% |
| Q2 2014 | $21,000 | +61.5% | 311 | +47.4% | 0.00% | +33.3% |
| Q1 2014 | $13,000 | +30.0% | 211 | +19.2% | 0.00% | +50.0% |
| Q2 2013 | $10,000 | – | 177 | – | 0.00% | – |
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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% |