VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 565 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $61,000 | -24.7% | 869 | +0.8% | 0.05% | -7.5% |
| Q4 2019 | $81,000 | +6.6% | 862 | +0.8% | 0.05% | -5.4% |
| Q3 2019 | $76,000 | +2.7% | 855 | +0.8% | 0.06% | 0.0% |
| Q2 2019 | $74,000 | +2.8% | 848 | +0.7% | 0.06% | -1.8% |
| Q1 2019 | $72,000 | -64.0% | 842 | -67.1% | 0.06% | -68.5% |
| Q4 2018 | $200,000 | +177.8% | 2,561 | +211.2% | 0.18% | +262.0% |
| Q3 2018 | $72,000 | -94.7% | 823 | -94.9% | 0.05% | -94.9% |
| Q2 2018 | $1,346,000 | -39.3% | 16,204 | -39.7% | 0.99% | -41.0% |
| Q1 2018 | $2,216,000 | +0.3% | 26,867 | +4.2% | 1.68% | +3.3% |
| Q4 2017 | $2,209,000 | +9.8% | 25,793 | +3.9% | 1.62% | +6.9% |
| Q3 2017 | $2,012,000 | +4.4% | 24,816 | +0.6% | 1.52% | -4.3% |
| Q2 2017 | $1,927,000 | +2.2% | 24,661 | +1.5% | 1.59% | +4.1% |
| Q1 2017 | $1,886,000 | +4.4% | 24,295 | +1.9% | 1.52% | -5.3% |
| Q4 2016 | $1,806,000 | +11.6% | 23,834 | +6.2% | 1.61% | +8.8% |
| Q3 2016 | $1,619,000 | +5.5% | 22,447 | +4.6% | 1.48% | -10.2% |
| Q2 2016 | $1,534,000 | -9.9% | 21,470 | -13.0% | 1.65% | +1.3% |
| Q1 2016 | $1,703,000 | -16.3% | 24,670 | -19.0% | 1.63% | -12.5% |
| Q4 2015 | $2,034,000 | – | 30,469 | – | 1.86% | – |
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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% |