VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,551,764 | -2.6% | 15,019 | 0.0% | 0.19% | -1.6% |
Q2 2023 | $1,593,066 | +67.7% | 15,019 | +66.8% | 0.19% | +54.4% |
Q1 2023 | $950,000 | +7.0% | 9,006 | +9.7% | 0.12% | -2.3% |
Q4 2022 | $888,079 | +12.8% | 8,207 | -1.0% | 0.13% | +11.3% |
Q3 2022 | $787,000 | -6.6% | 8,292 | 0.0% | 0.12% | -14.8% |
Q2 2022 | $843,000 | -6.9% | 8,292 | +2.9% | 0.14% | +11.6% |
Q1 2022 | $905,000 | +0.1% | 8,060 | 0.0% | 0.12% | 0.0% |
Q4 2021 | $904,000 | -0.1% | 8,060 | -8.0% | 0.12% | -4.0% |
Q3 2021 | $905,000 | -1.4% | 8,760 | 0.0% | 0.13% | -13.7% |
Q2 2021 | $918,000 | -5.6% | 8,760 | -8.9% | 0.15% | -7.0% |
Q1 2021 | $972,000 | +11.6% | 9,611 | +0.9% | 0.16% | +5.4% |
Q4 2020 | $871,000 | +12.0% | 9,521 | -0.9% | 0.15% | -1.3% |
Q3 2020 | $778,000 | -6.0% | 9,611 | -8.6% | 0.15% | -13.2% |
Q2 2020 | $828,000 | -95.2% | 10,511 | -95.7% | 0.17% | -96.2% |
Q1 2020 | $17,222,000 | -37.8% | 243,420 | -17.6% | 4.57% | -27.7% |
Q4 2019 | $27,696,000 | +0.1% | 295,546 | -5.2% | 6.33% | -4.3% |
Q3 2019 | $27,663,000 | +4.5% | 311,768 | +2.9% | 6.61% | +2.2% |
Q2 2019 | $26,482,000 | +4.1% | 303,061 | +2.0% | 6.47% | +1.7% |
Q1 2019 | $25,442,000 | +9.6% | 297,014 | -0.2% | 6.36% | -3.6% |
Q4 2018 | $23,211,000 | -13.8% | 297,614 | -3.8% | 6.60% | -0.2% |
Q3 2018 | $26,942,000 | -5.7% | 309,357 | -10.1% | 6.61% | -14.6% |
Q2 2018 | $28,581,000 | -20.0% | 344,147 | -20.6% | 7.74% | -24.5% |
Q1 2018 | $35,737,000 | +3.2% | 433,228 | +7.1% | 10.25% | +2.3% |
Q4 2017 | $34,643,000 | +8.9% | 404,569 | +3.1% | 10.02% | +0.7% |
Q3 2017 | $31,801,000 | +6.5% | 392,271 | +2.7% | 9.96% | +4.0% |
Q2 2017 | $29,865,000 | +7.7% | 382,104 | +7.0% | 9.57% | -0.6% |
Q1 2017 | $27,719,000 | +11.2% | 356,967 | +8.5% | 9.63% | -7.0% |
Q4 2016 | $24,926,000 | +5.5% | 328,974 | +0.5% | 10.35% | +12.2% |
Q3 2016 | $23,618,000 | +7.3% | 327,384 | +6.3% | 9.23% | +3.8% |
Q2 2016 | $22,011,000 | +9.5% | 308,018 | +5.8% | 8.89% | +4.5% |
Q1 2016 | $20,100,000 | +94.7% | 291,141 | +88.2% | 8.51% | +90.5% |
Q4 2015 | $10,326,000 | – | 154,698 | – | 4.46% | – |
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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% |