VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $260,897 | -5.1% | 2,525 | -2.5% | 0.04% | -2.2% |
Q2 2023 | $274,864 | -2.3% | 2,591 | -2.8% | 0.04% | -10.0% |
Q1 2023 | $281,312 | -2.5% | 2,666 | 0.0% | 0.05% | -9.1% |
Q4 2022 | $288,458 | +14.0% | 2,666 | +0.0% | 0.06% | +3.8% |
Q3 2022 | $253,000 | -11.8% | 2,665 | -5.6% | 0.05% | -5.4% |
Q2 2022 | $287,000 | -44.6% | 2,824 | -38.8% | 0.06% | -36.4% |
Q1 2022 | $518,000 | +110.6% | 4,618 | +110.4% | 0.09% | +104.7% |
Q4 2021 | $246,000 | +7.4% | 2,195 | -1.1% | 0.04% | -2.3% |
Q3 2021 | $229,000 | -14.2% | 2,219 | -13.0% | 0.04% | -15.4% |
Q2 2021 | $267,000 | +3.5% | 2,552 | 0.0% | 0.05% | -7.1% |
Q1 2021 | $258,000 | -12.5% | 2,552 | -20.8% | 0.06% | -18.8% |
Q4 2020 | $295,000 | +13.9% | 3,222 | +0.8% | 0.07% | -1.4% |
Q3 2020 | $259,000 | -22.5% | 3,198 | -24.7% | 0.07% | -25.5% |
Q2 2020 | $334,000 | +11.3% | 4,245 | 0.0% | 0.09% | -9.6% |
Q1 2020 | $300,000 | -29.4% | 4,245 | -6.3% | 0.10% | -12.6% |
Q4 2019 | $425,000 | +3.2% | 4,530 | -2.4% | 0.12% | -4.8% |
Q3 2019 | $412,000 | +1.5% | 4,642 | 0.0% | 0.12% | +2.5% |
Q2 2019 | $406,000 | +0.7% | 4,642 | -1.4% | 0.12% | -3.2% |
Q1 2019 | $403,000 | +9.8% | 4,707 | 0.0% | 0.13% | -4.5% |
Q4 2018 | $367,000 | -13.8% | 4,707 | -3.8% | 0.13% | +0.8% |
Q3 2018 | $426,000 | +4.9% | 4,892 | 0.0% | 0.13% | 0.0% |
Q2 2018 | $406,000 | +0.5% | 4,892 | 0.0% | 0.13% | -2.2% |
Q1 2018 | $404,000 | -10.2% | 4,892 | -7.0% | 0.13% | -9.5% |
Q4 2017 | $450,000 | +27.5% | 5,261 | +21.0% | 0.15% | +20.3% |
Q3 2017 | $353,000 | +18.5% | 4,349 | +13.7% | 0.12% | +10.8% |
Q2 2017 | $298,000 | +0.3% | 3,825 | 0.0% | 0.11% | -5.9% |
Q1 2017 | $297,000 | -19.9% | 3,825 | -21.9% | 0.12% | -28.5% |
Q4 2016 | $371,000 | +5.1% | 4,900 | 0.0% | 0.16% | +1.2% |
Q3 2016 | $353,000 | -2.8% | 4,900 | -3.8% | 0.16% | -7.4% |
Q2 2016 | $363,000 | +3.1% | 5,092 | 0.0% | 0.18% | 0.0% |
Q1 2016 | $352,000 | -18.7% | 5,092 | -21.6% | 0.18% | -17.8% |
Q4 2015 | $433,000 | +9.6% | 6,492 | +3.0% | 0.21% | +0.9% |
Q3 2015 | $395,000 | -6.8% | 6,300 | 0.0% | 0.21% | -7.0% |
Q2 2015 | $424,000 | -1.4% | 6,300 | 0.0% | 0.23% | -8.1% |
Q1 2015 | $430,000 | -0.7% | 6,300 | 0.0% | 0.25% | -2.4% |
Q4 2014 | $433,000 | – | 6,300 | – | 0.25% | – |
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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% |