VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $13,615,939 | +1.4% | 114,806 | +3.4% | 0.28% | -5.7% |
Q1 2024 | $13,427,483 | -14.9% | 110,980 | -21.5% | 0.30% | -22.6% |
Q4 2023 | $15,773,612 | +8.5% | 141,303 | +0.4% | 0.38% | -1.3% |
Q3 2023 | $14,538,693 | -14.5% | 140,716 | -12.3% | 0.39% | -13.9% |
Q2 2023 | $17,013,698 | +7.2% | 160,400 | +6.6% | 0.45% | +3.0% |
Q1 2023 | $15,871,449 | +63.2% | 150,440 | +67.4% | 0.44% | +47.7% |
Q4 2022 | $9,723,723 | +46.1% | 89,860 | +28.1% | 0.30% | +26.8% |
Q3 2022 | $6,657,000 | +14.4% | 70,159 | +22.6% | 0.24% | +18.1% |
Q2 2022 | $5,818,000 | -8.0% | 57,211 | +1.6% | 0.20% | +7.0% |
Q1 2022 | $6,323,000 | +8.9% | 56,326 | +8.8% | 0.19% | +11.4% |
Q4 2021 | $5,806,000 | +13.2% | 51,785 | +4.4% | 0.17% | +2.5% |
Q3 2021 | $5,129,000 | -6.1% | 49,625 | -4.8% | 0.16% | -5.2% |
Q2 2021 | $5,462,000 | +17.8% | 52,134 | +13.7% | 0.17% | 0.0% |
Q1 2021 | $4,637,000 | -48.4% | 45,865 | -53.3% | 0.17% | -52.4% |
Q4 2020 | $8,991,000 | +12.7% | 98,247 | -0.4% | 0.36% | -4.0% |
Q3 2020 | $7,980,000 | -0.9% | 98,604 | -3.5% | 0.38% | -14.9% |
Q2 2020 | $8,052,000 | -9.8% | 102,210 | -19.0% | 0.44% | -24.3% |
Q1 2020 | $8,923,000 | -21.5% | 126,113 | +4.0% | 0.58% | -2.2% |
Q4 2019 | $11,361,000 | +12.9% | 121,239 | +5.3% | 0.60% | -3.1% |
Q3 2019 | $10,060,000 | 0.0% | 115,133 | 0.0% | 0.62% | -0.2% |
Q2 2019 | $10,060,000 | +3.6% | 115,133 | +1.6% | 0.62% | -9.5% |
Q1 2019 | $9,707,000 | +21.7% | 113,322 | +10.8% | 0.68% | -2.0% |
Q4 2018 | $7,974,000 | -0.4% | 102,239 | +11.2% | 0.70% | +19.0% |
Q3 2018 | $8,010,000 | +8.7% | 91,971 | +7.4% | 0.58% | +4.3% |
Q2 2018 | $7,369,000 | +41.5% | 85,606 | +35.6% | 0.56% | +34.9% |
Q1 2018 | $5,207,000 | +6.1% | 63,128 | +10.1% | 0.42% | -2.8% |
Q4 2017 | $4,909,000 | +24.5% | 57,324 | +17.9% | 0.43% | -5.1% |
Q3 2017 | $3,943,000 | +32.1% | 48,639 | +27.4% | 0.45% | +15.9% |
Q2 2017 | $2,985,000 | +18.5% | 38,193 | +17.8% | 0.39% | +6.3% |
Q1 2017 | $2,518,000 | +54.4% | 32,423 | +43.5% | 0.37% | +19.2% |
Q3 2016 | $1,631,000 | +34.8% | 22,602 | +33.5% | 0.31% | +11.6% |
Q2 2016 | $1,210,000 | +32.5% | 16,927 | +28.1% | 0.28% | +10.4% |
Q1 2016 | $913,000 | +23.4% | 13,219 | +19.2% | 0.25% | +4.6% |
Q4 2015 | $740,000 | +51.6% | 11,090 | +42.4% | 0.24% | +61.9% |
Q3 2015 | $488,000 | +1776.9% | 7,790 | +1897.4% | 0.15% | +1737.5% |
Q2 2015 | $26,000 | -3.7% | 390 | 0.0% | 0.01% | +14.3% |
Q1 2015 | $27,000 | 0.0% | 390 | 0.0% | 0.01% | -12.5% |
Q4 2014 | $27,000 | – | 390 | – | 0.01% | – |
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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% |