VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $470,000 | +115.6% | 4,976 | +101.1% | 0.18% | -14.1% |
| Q2 2019 | $218,000 | -3.5% | 2,475 | -8.9% | 0.21% | +16.4% |
| Q2 2018 | $226,000 | +3.7% | 2,717 | +2.8% | 0.18% | +0.6% |
| Q1 2018 | $218,000 | +7.4% | 2,642 | +11.6% | 0.18% | +6.7% |
| Q4 2017 | $203,000 | +10.3% | 2,367 | -0.1% | 0.16% | +15.4% |
| Q1 2017 | $184,000 | +2.8% | 2,370 | +0.3% | 0.14% | -0.7% |
| Q4 2016 | $179,000 | +5.3% | 2,363 | +0.4% | 0.14% | +5.1% |
| Q3 2016 | $170,000 | +1.2% | 2,354 | +0.3% | 0.14% | -0.7% |
| Q2 2016 | $168,000 | +8.4% | 2,348 | +4.8% | 0.14% | +3.0% |
| Q1 2016 | $155,000 | +7650.0% | 2,240 | +8860.0% | 0.13% | +6600.0% |
| Q4 2015 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | -33.3% | 25 | -50.0% | 0.00% | -33.3% |
| Q4 2014 | $3,000 | – | 50 | – | 0.00% | – |
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% |