VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,585 | -14.2% | 2,551 | -14.6% | 0.04% | -20.0% |
| Q1 2023 | $315,259 | +30.8% | 2,988 | +39.1% | 0.05% | +38.9% |
| Q4 2021 | $241,000 | +10.6% | 2,148 | +2.0% | 0.04% | 0.0% |
| Q3 2021 | $218,000 | -1.4% | 2,106 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $221,000 | +3.8% | 2,106 | 0.0% | 0.04% | -5.3% |
| Q1 2021 | $213,000 | +5.4% | 2,106 | -9.4% | 0.04% | -30.9% |
| Q3 2018 | $202,000 | -18.9% | 2,324 | -36.3% | 0.06% | -54.2% |
| Q1 2015 | $249,000 | +6.0% | 3,646 | +6.6% | 0.12% | -1.6% |
| Q4 2014 | $235,000 | +3.5% | 3,419 | +0.0% | 0.12% | -10.3% |
| Q3 2014 | $227,000 | 0.0% | 3,418 | +0.1% | 0.14% | -4.9% |
| Q2 2014 | $227,000 | -30.8% | 3,416 | -34.3% | 0.14% | -34.7% |
| Q1 2014 | $328,000 | -10.4% | 5,200 | -11.3% | 0.22% | -7.6% |
| Q4 2013 | $366,000 | -69.5% | 5,865 | -71.9% | 0.24% | -72.8% |
| Q3 2013 | $1,200,000 | +27.8% | 20,870 | +25.3% | 0.87% | +31.7% |
| Q2 2013 | $939,000 | – | 16,650 | – | 0.66% | – |
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% |