VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,151,437 | -32.5% | 11,145 | -30.7% | 0.05% | +38.2% |
| Q2 2023 | $1,706,784 | +76.0% | 16,092 | +75.1% | 0.03% | -38.2% |
| Q1 2023 | $969,667 | -71.5% | 9,191 | -77.0% | 0.06% | -47.6% |
| Q4 2022 | $3,401,442 | +465.0% | 39,953 | +530.1% | 0.10% | +101.9% |
| Q3 2022 | $602,000 | -7.1% | 6,341 | -0.4% | 0.05% | -3.7% |
| Q2 2022 | $648,000 | +5.5% | 6,369 | +16.4% | 0.05% | +25.6% |
| Q1 2022 | $614,000 | +0.3% | 5,471 | +0.2% | 0.04% | -2.3% |
| Q4 2021 | $612,000 | +44.3% | 5,460 | +33.2% | 0.04% | +18.9% |
| Q3 2021 | $424,000 | -1.2% | 4,098 | +0.2% | 0.04% | -2.6% |
| Q2 2021 | $429,000 | -0.5% | 4,090 | -4.0% | 0.04% | -13.6% |
| Q1 2021 | $431,000 | +15.5% | 4,260 | +4.6% | 0.04% | +2.3% |
| Q4 2020 | $373,000 | +13.4% | 4,074 | +0.2% | 0.04% | -6.5% |
| Q3 2020 | $329,000 | +2.8% | 4,064 | 0.0% | 0.05% | -9.8% |
| Q2 2020 | $320,000 | +42.2% | 4,064 | +39.5% | 0.05% | +21.4% |
| Q1 2020 | $225,000 | -17.3% | 2,914 | 0.0% | 0.04% | -25.0% |
| Q4 2019 | $272,000 | +5.8% | 2,914 | 0.0% | 0.06% | -6.7% |
| Q3 2019 | $257,000 | +0.8% | 2,914 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $255,000 | +3.7% | 2,914 | +3.6% | 0.06% | +5.3% |
| Q1 2019 | $246,000 | +7.0% | 2,814 | 0.0% | 0.06% | -3.4% |
| Q4 2018 | $230,000 | -6.9% | 2,814 | 0.0% | 0.06% | -3.3% |
| Q3 2018 | $247,000 | +5.6% | 2,814 | 0.0% | 0.06% | -12.9% |
| Q2 2018 | $234,000 | +0.9% | 2,814 | 0.0% | 0.07% | -17.6% |
| Q1 2018 | $232,000 | -3.7% | 2,814 | 0.0% | 0.08% | -5.6% |
| Q4 2017 | $241,000 | -60.0% | 2,814 | -55.6% | 0.09% | +73.1% |
| Q3 2011 | $602,000 | – | 6,341 | – | 0.05% | – |
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% |