VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $532,396 | -2.0% | 4,489 | 0.0% | 0.02% | -4.2% |
Q1 2024 | $543,125 | +8.4% | 4,489 | 0.0% | 0.02% | -4.0% |
Q4 2023 | $501,109 | +11.5% | 4,489 | +3.2% | 0.02% | 0.0% |
Q3 2023 | $449,442 | -7.4% | 4,350 | -5.0% | 0.02% | -3.8% |
Q2 2023 | $485,588 | +18.0% | 4,578 | +17.4% | 0.03% | 0.0% |
Q1 2023 | $411,453 | +93.1% | 3,900 | +98.1% | 0.03% | +85.7% |
Q4 2022 | $213,066 | -24.4% | 1,969 | -29.1% | 0.01% | -26.3% |
Q2 2022 | $282,000 | -21.4% | 2,777 | -13.2% | 0.02% | -13.6% |
Q1 2022 | $359,000 | -29.1% | 3,201 | -29.1% | 0.02% | -26.7% |
Q4 2021 | $506,000 | +16.1% | 4,517 | +7.1% | 0.03% | +7.1% |
Q3 2021 | $436,000 | +0.2% | 4,217 | +1.7% | 0.03% | -3.4% |
Q2 2021 | $435,000 | +3.8% | 4,148 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $419,000 | +2.4% | 4,148 | -7.2% | 0.03% | -9.4% |
Q4 2020 | $409,000 | +43.5% | 4,468 | +26.9% | 0.03% | +28.0% |
Q3 2020 | $285,000 | -6.6% | 3,520 | -9.1% | 0.02% | -13.8% |
Q2 2020 | $305,000 | -40.1% | 3,873 | -46.2% | 0.03% | -49.1% |
Q1 2020 | $509,000 | -8.1% | 7,193 | +21.6% | 0.06% | +16.3% |
Q4 2019 | $554,000 | +36.5% | 5,913 | +29.3% | 0.05% | +25.6% |
Q3 2019 | $406,000 | +27.7% | 4,574 | +25.7% | 0.04% | +21.9% |
Q2 2019 | $318,000 | +1.3% | 3,639 | -9.7% | 0.03% | -13.5% |
Q4 2018 | $314,000 | -10.0% | 4,030 | +0.3% | 0.04% | -7.5% |
Q3 2018 | $349,000 | -53.5% | 4,016 | -55.5% | 0.04% | -16.7% |
Q2 2018 | $751,000 | +101.9% | 9,032 | +100.5% | 0.05% | -55.1% |
Q1 2018 | $372,000 | -1.6% | 4,505 | +2.1% | 0.11% | -27.7% |
Q4 2017 | $378,000 | +5.9% | 4,412 | +0.1% | 0.15% | +5.0% |
Q3 2017 | $357,000 | +50.0% | 4,407 | +44.7% | 0.14% | +43.9% |
Q2 2017 | $238,000 | -46.6% | 3,045 | -47.0% | 0.10% | -46.7% |
Q1 2017 | $446,000 | +7.0% | 5,744 | +4.5% | 0.18% | 0.0% |
Q4 2016 | $417,000 | -9.9% | 5,498 | -14.3% | 0.18% | -6.1% |
Q3 2016 | $463,000 | -3.3% | 6,412 | -4.3% | 0.20% | -7.1% |
Q2 2016 | $479,000 | +74.8% | 6,701 | +68.9% | 0.21% | +58.6% |
Q1 2016 | $274,000 | -11.3% | 3,968 | -14.1% | 0.13% | -13.6% |
Q4 2015 | $309,000 | – | 4,622 | – | 0.15% | – |
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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% |