VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 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 | $20,069,000 | -13.3% | 234,367 | -17.9% | 7.43% | -10.7% |
| Q3 2017 | $23,144,000 | -3.9% | 285,485 | -7.3% | 8.33% | -4.0% |
| Q2 2017 | $24,071,000 | -37.3% | 307,967 | -37.7% | 8.67% | -39.5% |
| Q1 2017 | $38,399,000 | +5.2% | 494,512 | +2.7% | 14.32% | -7.0% |
| Q4 2016 | $36,501,000 | -25.1% | 481,730 | -28.7% | 15.41% | -35.1% |
| Q3 2016 | $48,738,000 | +56.0% | 675,604 | +54.5% | 23.75% | +24.9% |
| Q2 2016 | $31,242,000 | -57.0% | 437,191 | -58.4% | 19.02% | -49.4% |
| Q1 2016 | $72,607,000 | +14.2% | 1,051,669 | +10.4% | 37.56% | +40.3% |
| Q4 2015 | $63,580,000 | +45.0% | 952,514 | +36.1% | 26.76% | -0.6% |
| Q3 2015 | $43,861,000 | +100.9% | 700,100 | +115.9% | 26.92% | +41.0% |
| Q2 2015 | $21,830,000 | -15.8% | 324,278 | -14.6% | 19.10% | -25.2% |
| Q1 2015 | $25,921,000 | -28.0% | 379,510 | -27.5% | 25.54% | -31.1% |
| Q4 2014 | $35,995,000 | +173.5% | 523,562 | +164.1% | 37.07% | +98.5% |
| Q3 2014 | $13,163,000 | -22.1% | 198,210 | -22.2% | 18.67% | -2.3% |
| Q2 2014 | $16,889,000 | -38.3% | 254,675 | -41.3% | 19.11% | -37.5% |
| Q1 2014 | $27,389,000 | -2.7% | 433,916 | -4.0% | 30.58% | +17.5% |
| Q4 2013 | $28,158,000 | – | 451,833 | – | 26.04% | – |
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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% |