VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 540 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $7,230,000 | -6.7% | 76,204 | 0.0% | 2.38% | +2.1% |
Q2 2022 | $7,750,000 | -9.2% | 76,204 | +0.3% | 2.33% | +5.5% |
Q1 2022 | $8,531,000 | +0.1% | 75,998 | 0.0% | 2.21% | +3.0% |
Q4 2021 | $8,520,000 | +8.5% | 75,998 | 0.0% | 2.15% | +1.9% |
Q3 2021 | $7,854,000 | -1.4% | 75,998 | 0.0% | 2.11% | +0.3% |
Q2 2021 | $7,962,000 | +3.6% | 75,998 | 0.0% | 2.10% | -2.1% |
Q1 2021 | $7,683,000 | +10.5% | 75,998 | -0.0% | 2.15% | +4.5% |
Q4 2020 | $6,956,000 | +13.0% | 76,015 | -0.0% | 2.05% | -0.7% |
Q3 2020 | $6,154,000 | +2.7% | 76,036 | -0.0% | 2.07% | -8.5% |
Q2 2020 | $5,992,000 | +10.3% | 76,060 | -1.0% | 2.26% | -15.6% |
Q1 2020 | $5,433,000 | -24.3% | 76,792 | +0.3% | 2.68% | -8.7% |
Q4 2019 | $7,174,000 | +5.7% | 76,559 | +0.1% | 2.93% | -2.0% |
Q3 2019 | $6,784,000 | -0.4% | 76,460 | -1.9% | 2.99% | +0.6% |
Q2 2019 | $6,810,000 | +0.7% | 77,936 | -1.3% | 2.97% | +0.7% |
Q1 2019 | $6,763,000 | +11.1% | 78,948 | +1.1% | 2.95% | -1.1% |
Q4 2018 | $6,088,000 | -18.2% | 78,061 | -8.7% | 2.98% | -5.3% |
Q3 2018 | $7,442,000 | +4.6% | 85,453 | -0.3% | 3.15% | +5.0% |
Q2 2018 | $7,117,000 | -1.3% | 85,697 | -2.0% | 3.00% | -3.3% |
Q1 2018 | $7,213,000 | -5.7% | 87,444 | -2.1% | 3.10% | -5.2% |
Q4 2017 | $7,648,000 | +5.1% | 89,313 | -0.5% | 3.27% | +0.4% |
Q3 2017 | $7,280,000 | +3.7% | 89,799 | +0.0% | 3.26% | +1.0% |
Q2 2017 | $7,019,000 | -1.4% | 89,797 | -2.0% | 3.23% | +3.2% |
Q1 2017 | $7,117,000 | -22.3% | 91,656 | -24.2% | 3.13% | -23.4% |
Q4 2016 | $9,165,000 | +4.6% | 120,962 | -0.4% | 4.08% | +2.1% |
Q3 2016 | $8,763,000 | -1.8% | 121,470 | -2.7% | 4.00% | -2.9% |
Q2 2016 | $8,922,000 | +1.9% | 124,852 | -1.5% | 4.12% | +8.4% |
Q1 2016 | $8,752,000 | +3.3% | 126,764 | -0.1% | 3.80% | +1.1% |
Q4 2015 | $8,472,000 | -7.5% | 126,925 | -13.1% | 3.76% | -9.7% |
Q3 2015 | $9,155,000 | -17.1% | 146,131 | -10.9% | 4.16% | -13.1% |
Q2 2015 | $11,047,000 | -6.4% | 164,099 | -5.1% | 4.79% | -5.0% |
Q1 2015 | $11,806,000 | -14.7% | 172,848 | -14.1% | 5.04% | -13.6% |
Q4 2014 | $13,839,000 | -11.7% | 201,301 | -14.7% | 5.83% | -9.9% |
Q3 2014 | $15,676,000 | -6.9% | 236,055 | -7.0% | 6.47% | -5.0% |
Q2 2014 | $16,833,000 | -11.2% | 253,829 | -15.5% | 6.82% | -21.9% |
Q1 2014 | $18,964,000 | -13.2% | 300,451 | -14.3% | 8.73% | -4.5% |
Q4 2013 | $21,844,000 | -6.8% | 350,508 | -14.0% | 9.15% | +0.1% |
Q3 2013 | $23,437,000 | -8.8% | 407,667 | -11.0% | 9.14% | -5.0% |
Q2 2013 | $25,699,000 | +3.5% | 457,812 | +1.1% | 9.62% | +4.1% |
Q1 2013 | $24,819,000 | +8.0% | 452,815 | -2.7% | 9.24% | +2.3% |
Q4 2012 | $22,971,000 | +15.4% | 465,197 | +17.8% | 9.04% | +17.6% |
Q3 2012 | $19,905,000 | +5.8% | 394,938 | +1.0% | 7.68% | +0.8% |
Q2 2012 | $18,818,000 | +1.3% | 391,062 | +2.1% | 7.62% | +1.2% |
Q1 2012 | $18,569,000 | – | 383,152 | – | 7.53% | – |
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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% |