VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 585 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $359,239 | -2.0% | 3,029 | 0.0% | 0.02% | -11.5% |
| Q1 2024 | $366,479 | +8.4% | 3,029 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $338,127 | +8.0% | 3,029 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $312,956 | -2.6% | 3,029 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $321,286 | +0.5% | 3,029 | 0.0% | 0.03% | -6.9% |
| Q1 2023 | $319,560 | -2.5% | 3,029 | 0.0% | 0.03% | -17.1% |
| Q4 2022 | $327,768 | +5.4% | 3,029 | -7.7% | 0.04% | -10.3% |
| Q3 2022 | $311,000 | -7.2% | 3,283 | -0.4% | 0.04% | -25.0% |
| Q2 2022 | $335,000 | -2.0% | 3,295 | +8.0% | 0.05% | +26.8% |
| Q1 2022 | $342,000 | +49.3% | 3,050 | +49.4% | 0.04% | +105.0% |
| Q4 2021 | $229,000 | +8.5% | 2,042 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $211,000 | -1.9% | 2,042 | -0.5% | 0.02% | -4.5% |
| Q2 2021 | $215,000 | +3.9% | 2,052 | 0.0% | 0.02% | -12.0% |
| Q1 2021 | $207,000 | -44.2% | 2,052 | -49.4% | 0.02% | -50.0% |
| Q4 2020 | $371,000 | +13.1% | 4,052 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $328,000 | -5.2% | 4,052 | -7.7% | 0.05% | -21.9% |
| Q2 2020 | $346,000 | +11.6% | 4,391 | +0.2% | 0.06% | -23.8% |
| Q1 2020 | $310,000 | -45.2% | 4,383 | -27.4% | 0.08% | -52.0% |
| Q4 2019 | $566,000 | +5.6% | 6,040 | 0.0% | 0.18% | +4.8% |
| Q3 2019 | $536,000 | -12.8% | 6,040 | -14.2% | 0.17% | -13.5% |
| Q2 2019 | $615,000 | +16.5% | 7,040 | +14.3% | 0.19% | +10.9% |
| Q1 2019 | $528,000 | +10.0% | 6,160 | 0.0% | 0.17% | -2.8% |
| Q4 2018 | $480,000 | -10.4% | 6,160 | 0.0% | 0.18% | +6.5% |
| Q3 2018 | $536,000 | -15.7% | 6,160 | -19.6% | 0.17% | -11.1% |
| Q2 2018 | $636,000 | +37.7% | 7,660 | +36.8% | 0.19% | +36.0% |
| Q1 2018 | $462,000 | +32.8% | 5,600 | +37.9% | 0.14% | +46.3% |
| Q4 2017 | $348,000 | -15.1% | 4,060 | -19.8% | 0.10% | -24.0% |
| Q3 2017 | $410,000 | -13.5% | 5,060 | -16.5% | 0.12% | -16.1% |
| Q2 2017 | $474,000 | – | 6,060 | – | 0.15% | – |
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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% |