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 2024 | $4,845,986 | -1.8% | 40,860 | +0.2% | 0.54% | -3.4% |
| Q1 2024 | $4,934,981 | +4.3% | 40,788 | -3.8% | 0.56% | -3.6% |
| Q4 2023 | $4,733,645 | -0.2% | 42,405 | -7.6% | 0.58% | -12.4% |
| Q3 2023 | $4,743,765 | -6.4% | 45,913 | -3.9% | 0.66% | -2.5% |
| Q2 2023 | $5,070,249 | -1.6% | 47,801 | -2.2% | 0.68% | -6.0% |
| Q1 2023 | $5,154,850 | -19.2% | 48,861 | -17.2% | 0.72% | -22.6% |
| Q4 2022 | $6,383,108 | +14.9% | 58,988 | +0.7% | 0.93% | +1.6% |
| Q3 2022 | $5,556,000 | -8.2% | 58,562 | -1.6% | 0.91% | -1.2% |
| Q2 2022 | $6,054,000 | -11.8% | 59,526 | -2.6% | 0.92% | +3.8% |
| Q1 2022 | $6,863,000 | +4.6% | 61,139 | +4.4% | 0.89% | +8.5% |
| Q4 2021 | $6,563,000 | +6.7% | 58,540 | -1.6% | 0.82% | -2.5% |
| Q3 2021 | $6,151,000 | +1.2% | 59,512 | +2.6% | 0.84% | +4.7% |
| Q2 2021 | $6,077,000 | +5.2% | 58,006 | +1.5% | 0.80% | -3.1% |
| Q1 2021 | $5,778,000 | +9.0% | 57,161 | -1.3% | 0.83% | +2.7% |
| Q4 2020 | $5,301,000 | +13.6% | 57,922 | +0.5% | 0.81% | -0.9% |
| Q3 2020 | $4,666,000 | -3.2% | 57,656 | -5.7% | 0.82% | -12.6% |
| Q2 2020 | $4,819,000 | +34.9% | 61,169 | +21.2% | 0.93% | +5.4% |
| Q1 2020 | $3,571,000 | -22.7% | 50,474 | +2.3% | 0.88% | -16.1% |
| Q4 2019 | $4,622,000 | +6.9% | 49,323 | +1.2% | 1.06% | -10.9% |
| Q3 2019 | $4,323,000 | +1.2% | 48,725 | -0.3% | 1.18% | -5.4% |
| Q2 2019 | $4,270,000 | +6.4% | 48,867 | +4.3% | 1.25% | 0.0% |
| Q1 2019 | $4,014,000 | +18.4% | 46,855 | +7.8% | 1.25% | -0.2% |
| Q4 2018 | $3,389,000 | +4.6% | 43,454 | +16.8% | 1.25% | +21.0% |
| Q3 2018 | $3,240,000 | +5.8% | 37,207 | +0.9% | 1.04% | -1.8% |
| Q2 2018 | $3,062,000 | +0.9% | 36,867 | +0.3% | 1.06% | -2.1% |
| Q1 2018 | $3,034,000 | -3.6% | 36,775 | +0.1% | 1.08% | -3.0% |
| Q4 2017 | $3,147,000 | +13.5% | 36,748 | +7.4% | 1.11% | +3.8% |
| Q3 2017 | $2,773,000 | +8.2% | 34,202 | +4.3% | 1.07% | +4.5% |
| Q2 2017 | $2,562,000 | +1.2% | 32,780 | +0.5% | 1.02% | -2.9% |
| Q1 2017 | $2,532,000 | +2.4% | 32,608 | -0.1% | 1.06% | -4.1% |
| Q4 2016 | $2,473,000 | +8.6% | 32,636 | +3.4% | 1.10% | +3.8% |
| Q3 2016 | $2,277,000 | +5.1% | 31,559 | +4.1% | 1.06% | +0.1% |
| Q2 2016 | $2,166,000 | +2.6% | 30,307 | -0.9% | 1.06% | -4.3% |
| Q1 2016 | $2,112,000 | +3.7% | 30,590 | +0.2% | 1.11% | +0.8% |
| Q4 2015 | $2,037,000 | +22.5% | 30,518 | +15.0% | 1.10% | +8.1% |
| Q3 2015 | $1,663,000 | -5.8% | 26,536 | +1.2% | 1.02% | +4.3% |
| Q2 2015 | $1,765,000 | -2.1% | 26,220 | -0.7% | 0.97% | -7.5% |
| Q1 2015 | $1,803,000 | -0.2% | 26,395 | +0.4% | 1.05% | -4.4% |
| Q4 2014 | $1,807,000 | +5.2% | 26,290 | +1.6% | 1.10% | +3.2% |
| Q3 2014 | $1,718,000 | +2.1% | 25,865 | +1.9% | 1.07% | +2.6% |
| Q2 2014 | $1,683,000 | +11.9% | 25,375 | +6.5% | 1.04% | -1.0% |
| Q1 2014 | $1,504,000 | -11.2% | 23,825 | -12.4% | 1.05% | -15.3% |
| Q4 2013 | $1,694,000 | -0.7% | 27,190 | -8.4% | 1.24% | -10.3% |
| Q3 2013 | $1,706,000 | -8.5% | 29,680 | -10.2% | 1.38% | -15.4% |
| Q2 2013 | $1,864,000 | – | 33,065 | – | 1.64% | – |
Download | ||||||
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% |