VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $303,000 | 0.0% | 3,308 | 0.0% | 0.03% | -50.9% |
| Q1 2021 | $303,000 | 0.0% | 3,308 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $303,000 | +13.1% | 3,308 | 0.0% | 0.05% | -7.0% |
| Q3 2020 | $268,000 | +2.7% | 3,308 | 0.0% | 0.06% | +58.3% |
| Q2 2020 | $261,000 | +11.5% | 3,308 | 0.0% | 0.04% | -50.7% |
| Q1 2020 | $234,000 | -24.5% | 3,308 | 0.0% | 0.07% | -2.7% |
| Q4 2019 | $310,000 | +5.4% | 3,308 | 0.0% | 0.08% | -8.5% |
| Q3 2019 | $294,000 | +1.7% | 3,308 | 0.0% | 0.08% | +3.8% |
| Q2 2019 | $289,000 | +2.1% | 3,308 | 0.0% | 0.08% | +9.7% |
| Q1 2019 | $283,000 | +9.7% | 3,308 | 0.0% | 0.07% | -5.3% |
| Q4 2018 | $258,000 | -10.4% | 3,308 | 0.0% | 0.08% | +5.6% |
| Q3 2018 | $288,000 | +4.7% | 3,308 | 0.0% | 0.07% | +2.9% |
| Q2 2018 | $275,000 | -50.5% | 3,308 | -50.0% | 0.07% | 0.0% |
| Q1 2018 | $556,000 | +96.5% | 6,616 | +100.0% | 0.07% | -24.7% |
| Q4 2017 | $283,000 | +5.2% | 3,308 | 0.0% | 0.09% | 0.0% |
| Q3 2017 | $269,000 | +3.9% | 3,308 | 0.0% | 0.09% | -7.0% |
| Q2 2017 | $259,000 | +1.2% | 3,308 | 0.0% | 0.10% | -16.7% |
| Q1 2017 | $256,000 | – | 3,308 | – | 0.12% | – |
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% |