VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,167,619 | -2.6% | 11,301 | 0.0% | 0.29% | +1.0% |
| Q2 2023 | $1,198,697 | +25.1% | 11,301 | +24.4% | 0.29% | +21.8% |
| Q1 2023 | $958,046 | +10.5% | 9,081 | +13.3% | 0.24% | -2.5% |
| Q4 2022 | $867,303 | +14.1% | 8,015 | 0.0% | 0.24% | +5.2% |
| Q3 2022 | $760,000 | -6.7% | 8,015 | 0.0% | 0.23% | +2.2% |
| Q2 2022 | $815,000 | +12.7% | 8,015 | +24.5% | 0.23% | -0.9% |
| Q1 2022 | $723,000 | -7.4% | 6,437 | -29.4% | 0.23% | -63.7% |
| Q4 2017 | $781,000 | +9.5% | 9,120 | 0.0% | 0.63% | +1.0% |
| Q2 2017 | $713,000 | +0.7% | 9,120 | 0.0% | 0.62% | -4.6% |
| Q1 2017 | $708,000 | -4.8% | 9,120 | -7.1% | 0.66% | -1.2% |
| Q4 2016 | $744,000 | +13.1% | 9,820 | +7.7% | 0.66% | -9.5% |
| Q3 2016 | $658,000 | +0.9% | 9,120 | 0.0% | 0.73% | +2.7% |
| Q2 2016 | $652,000 | +3.5% | 9,120 | 0.0% | 0.71% | -15.3% |
| Q1 2016 | $630,000 | +3.4% | 9,120 | 0.0% | 0.84% | +8.2% |
| Q4 2015 | $609,000 | +6.7% | 9,120 | 0.0% | 0.78% | -7.8% |
| Q3 2015 | $571,000 | -7.0% | 9,120 | 0.0% | 0.84% | +7.4% |
| Q2 2015 | $614,000 | -1.4% | 9,120 | 0.0% | 0.79% | -5.3% |
| Q1 2015 | $623,000 | -0.6% | 9,120 | 0.0% | 0.83% | -2.5% |
| Q4 2014 | $627,000 | +3.5% | 9,120 | 0.0% | 0.85% | +20.5% |
| Q3 2014 | $606,000 | +0.2% | 9,120 | 0.0% | 0.71% | +19.0% |
| Q2 2014 | $605,000 | +5.0% | 9,120 | 0.0% | 0.59% | +18.8% |
| Q1 2014 | $576,000 | +1.4% | 9,120 | 0.0% | 0.50% | -8.3% |
| Q4 2013 | $568,000 | – | 9,120 | – | 0.54% | – |
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% |