VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 790 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $358,000 | -12.3% | 4,093 | -16.7% | 0.05% | -10.7% |
| Q2 2018 | $408,000 | -0.5% | 4,911 | -1.1% | 0.06% | 0.0% |
| Q1 2018 | $410,000 | -6.4% | 4,968 | -2.8% | 0.06% | -1.8% |
| Q4 2017 | $438,000 | +4.5% | 5,113 | -1.1% | 0.06% | 0.0% |
| Q3 2017 | $419,000 | +4.0% | 5,172 | +0.4% | 0.06% | +1.8% |
| Q2 2017 | $403,000 | -1.9% | 5,151 | -2.7% | 0.06% | -3.4% |
| Q1 2017 | $411,000 | +7.9% | 5,293 | +5.2% | 0.06% | +7.4% |
| Q4 2016 | $381,000 | +5.0% | 5,033 | 0.0% | 0.05% | +1.9% |
| Q3 2016 | $363,000 | – | 5,033 | – | 0.05% | – |
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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% |