VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 565 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $627,000 | +35.4% | 7,320 | +28.3% | 0.19% | +24.8% |
| Q3 2017 | $463,000 | +8.2% | 5,707 | +4.3% | 0.15% | +0.7% |
| Q2 2017 | $428,000 | -8.4% | 5,470 | -9.0% | 0.15% | -14.0% |
| Q1 2017 | $467,000 | +17.3% | 6,010 | +14.5% | 0.17% | +8.9% |
| Q4 2016 | $398,000 | +76.9% | 5,249 | +68.5% | 0.16% | +71.7% |
| Q3 2016 | $225,000 | – | 3,116 | – | 0.09% | – |
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% |