VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,786 | +2.9% | 56 | +5.7% | 0.00% | – |
| Q2 2023 | $5,622 | +4.5% | 53 | +3.9% | 0.00% | – |
| Q1 2023 | $5,381 | +8.1% | 51 | +10.9% | 0.00% | – |
| Q4 2022 | $4,978 | -0.4% | 46 | -6.1% | 0.00% | – |
| Q3 2022 | $5,000 | -99.6% | 49 | -99.5% | 0.00% | -100.0% |
| Q2 2021 | $1,132,000 | +78.0% | 10,807 | +59.2% | 0.00% | 0.0% |
| Q4 2019 | $636,000 | +13.8% | 6,789 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $559,000 | +44.1% | 6,319 | +42.5% | 0.00% | – |
| Q2 2019 | $388,000 | – | 4,435 | – | 0.00% | – |
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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% |