VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,023 | -2.2% | 1,491 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $157,502 | -1.4% | 1,485 | -1.9% | 0.02% | -4.8% |
| Q1 2023 | $159,762 | +100.5% | 1,514 | +105.4% | 0.02% | +110.0% |
| Q4 2022 | $79,687 | +15.5% | 737 | +0.1% | 0.01% | -9.1% |
| Q3 2022 | $69,000 | -51.1% | 736 | -47.1% | 0.01% | -50.0% |
| Q2 2022 | $141,000 | -9.6% | 1,391 | 0.0% | 0.02% | +15.8% |
| Q1 2022 | $156,000 | 0.0% | 1,391 | +0.1% | 0.02% | +5.6% |
| Q4 2021 | $156,000 | +8.3% | 1,390 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $144,000 | -17.2% | 1,391 | -16.3% | 0.02% | -21.7% |
| Q2 2021 | $174,000 | +3.6% | 1,662 | +0.1% | 0.02% | -23.3% |
| Q1 2021 | $168,000 | +10.5% | 1,661 | -0.1% | 0.03% | -3.2% |
| Q4 2020 | $152,000 | +13.4% | 1,662 | +0.4% | 0.03% | 0.0% |
| Q3 2020 | $134,000 | +27.6% | 1,655 | +23.3% | 0.03% | +19.2% |
| Q2 2020 | $105,000 | +11.7% | 1,342 | +0.5% | 0.03% | 0.0% |
| Q1 2020 | $94,000 | +46.9% | 1,335 | +97.5% | 0.03% | +62.5% |
| Q4 2019 | $64,000 | +6.7% | 676 | +0.9% | 0.02% | +6.7% |
| Q3 2019 | $60,000 | +3.4% | 670 | +0.9% | 0.02% | 0.0% |
| Q2 2019 | $58,000 | +3.6% | 664 | +0.8% | 0.02% | 0.0% |
| Q1 2019 | $56,000 | +9.8% | 659 | +0.8% | 0.02% | +7.1% |
| Q4 2018 | $51,000 | -8.9% | 654 | +1.7% | 0.01% | -44.0% |
| Q3 2018 | $56,000 | +5.7% | 643 | 0.0% | 0.02% | +4.2% |
| Q2 2018 | $53,000 | +1.9% | 643 | +1.6% | 0.02% | -4.0% |
| Q1 2018 | $52,000 | -3.7% | 633 | -0.2% | 0.02% | -16.7% |
| Q4 2017 | $54,000 | -94.7% | 634 | -95.8% | 0.03% | -96.0% |
| Q3 2014 | $1,010,000 | -1.6% | 15,204 | -1.7% | 0.74% | -2.0% |
| Q2 2014 | $1,026,000 | +5.8% | 15,474 | +0.7% | 0.76% | +5.7% |
| Q1 2014 | $970,000 | +2.0% | 15,364 | +0.6% | 0.72% | -6.1% |
| Q4 2013 | $951,000 | – | 15,267 | – | 0.77% | – |
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% |