VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,351 | -32.1% | 8,327 | -30.3% | 0.04% | -32.3% |
| Q2 2023 | $1,266,475 | +4.3% | 11,939 | +3.7% | 0.06% | -15.6% |
| Q1 2023 | $1,214,275 | +491.7% | 11,510 | +507.1% | 0.08% | +413.3% |
| Q4 2022 | $205,216 | -15.9% | 1,896 | -12.7% | 0.02% | +7.1% |
| Q4 2021 | $244,000 | +6.6% | 2,173 | -13.2% | 0.01% | -70.2% |
| Q4 2020 | $229,000 | +74.8% | 2,504 | +58.9% | 0.05% | +67.9% |
| Q3 2020 | $131,000 | -99.9% | 1,576 | +29.5% | 0.03% | +7.7% |
| Q1 2020 | $91,999,000 | -76.1% | 1,217 | -70.3% | 0.03% | -72.3% |
| Q4 2019 | $384,764,000 | +528.8% | 4,104 | +479.7% | 0.09% | +422.2% |
| Q3 2019 | $61,189,000 | +12.7% | 708 | +11.8% | 0.02% | -10.0% |
| Q1 2019 | $54,297,000 | – | 633 | – | 0.02% | – |
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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% |