VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,069,934 | +14.8% | 9,585 | +6.3% | 0.10% | -1.0% |
Q3 2023 | $931,817 | -0.5% | 9,019 | +2.2% | 0.10% | -2.0% |
Q2 2023 | $936,121 | +15.4% | 8,826 | +14.8% | 0.10% | +8.7% |
Q1 2023 | $811,426 | -9.1% | 7,691 | -6.7% | 0.09% | -8.9% |
Q4 2022 | $892,297 | +23.6% | 8,246 | +8.3% | 0.10% | -1.0% |
Q3 2022 | $722,000 | -13.8% | 7,615 | -7.6% | 0.10% | -9.7% |
Q2 2022 | $838,000 | -10.9% | 8,244 | -1.6% | 0.11% | +1.8% |
Q1 2022 | $940,000 | +5.9% | 8,376 | +5.7% | 0.11% | +5.7% |
Q4 2021 | $888,000 | +7.2% | 7,922 | -1.2% | 0.10% | -3.7% |
Q3 2021 | $828,000 | +8.8% | 8,015 | +10.3% | 0.11% | +6.9% |
Q2 2021 | $761,000 | +4.4% | 7,265 | +0.8% | 0.10% | 0.0% |
Q1 2021 | $729,000 | +9.0% | 7,208 | -1.5% | 0.10% | +2.0% |
Q4 2020 | $669,000 | -28.9% | 7,315 | -37.1% | 0.10% | -36.3% |
Q3 2020 | $941,000 | -6.2% | 11,622 | -3.8% | 0.16% | -8.2% |
Q2 2020 | $1,003,000 | +25.7% | 12,082 | +7.1% | 0.17% | -5.5% |
Q1 2020 | $798,000 | -39.5% | 11,282 | -19.8% | 0.18% | -18.5% |
Q4 2019 | $1,318,000 | +5.0% | 14,068 | -0.5% | 0.22% | -4.7% |
Q3 2019 | $1,255,000 | +1.0% | 14,140 | -0.6% | 0.23% | -5.3% |
Q2 2019 | $1,243,000 | -5.4% | 14,229 | -7.2% | 0.25% | -12.5% |
Q1 2019 | $1,314,000 | +4.0% | 15,336 | -5.4% | 0.28% | -0.7% |
Q4 2018 | $1,264,000 | -8.6% | 16,206 | -0.7% | 0.28% | -15.5% |
Q3 2018 | $1,383,000 | +3.1% | 16,321 | +1.0% | 0.34% | -3.2% |
Q2 2018 | $1,342,000 | -12.6% | 16,158 | -13.2% | 0.35% | -8.9% |
Q1 2018 | $1,535,000 | +12.4% | 18,610 | +16.6% | 0.38% | +14.5% |
Q4 2017 | $1,366,000 | +4.9% | 15,958 | -0.6% | 0.33% | -15.5% |
Q3 2017 | $1,302,000 | 0.0% | 16,058 | -3.6% | 0.39% | -1.0% |
Q2 2017 | $1,302,000 | +0.7% | 16,663 | +0.0% | 0.40% | -3.2% |
Q1 2017 | $1,293,000 | -0.5% | 16,661 | -3.0% | 0.41% | -5.1% |
Q4 2016 | $1,300,000 | +1.2% | 17,169 | -3.6% | 0.43% | -5.7% |
Q3 2016 | $1,284,000 | +1.4% | 17,802 | +0.4% | 0.46% | -3.4% |
Q2 2016 | $1,266,000 | -1.5% | 17,730 | -4.7% | 0.47% | -6.0% |
Q1 2016 | $1,285,000 | +67.5% | 18,609 | +61.9% | 0.50% | +72.0% |
Q4 2015 | $767,000 | -4.5% | 11,495 | -10.4% | 0.29% | -6.7% |
Q3 2015 | $803,000 | +1.9% | 12,830 | +11.1% | 0.31% | +1.0% |
Q1 2015 | $788,000 | – | 11,550 | – | 0.31% | – |
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% |