VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,768,297 | +1.3% | 94,544 | +4.0% | 7.22% | -0.9% |
Q2 2023 | $9,646,881 | +7.5% | 90,948 | +6.9% | 7.29% | +12.9% |
Q1 2023 | $8,976,909 | +95186.2% | 85,089 | -2.3% | 6.46% | -10.7% |
Q4 2022 | $9,421 | -99.9% | 87,064 | +0.5% | 7.23% | +10.0% |
Q3 2022 | $8,221,000 | -5.5% | 86,645 | +1.3% | 6.57% | +1.4% |
Q2 2022 | $8,697,000 | -9.4% | 85,520 | -0.0% | 6.48% | +5.7% |
Q1 2022 | $9,601,000 | -1.9% | 85,529 | -2.0% | 6.14% | +2.9% |
Q4 2021 | $9,783,000 | +12.1% | 87,262 | +3.3% | 5.96% | -1.5% |
Q3 2021 | $8,729,000 | +1.3% | 84,460 | +2.7% | 6.05% | -0.1% |
Q2 2021 | $8,617,000 | +12.6% | 82,246 | +8.7% | 6.06% | +11.8% |
Q1 2021 | $7,651,000 | +20.9% | 75,682 | +9.4% | 5.42% | +0.4% |
Q4 2020 | $6,330,000 | +10.3% | 69,178 | -2.4% | 5.40% | +7.6% |
Q3 2020 | $5,737,000 | +0.5% | 70,891 | -2.2% | 5.02% | -2.3% |
Q2 2020 | $5,708,000 | +13.0% | 72,454 | +1.5% | 5.13% | +4.4% |
Q1 2020 | $5,052,000 | -3.9% | 71,403 | +27.2% | 4.92% | +11.4% |
Q4 2019 | $5,259,000 | +11.2% | 56,117 | +5.3% | 4.41% | +10.2% |
Q3 2019 | $4,728,000 | +4.3% | 53,282 | +2.7% | 4.00% | +7.3% |
Q2 2019 | $4,533,000 | +9.7% | 51,877 | +7.6% | 3.73% | +7.5% |
Q1 2019 | $4,131,000 | +12.6% | 48,227 | +2.5% | 3.47% | -2.7% |
Q4 2018 | $3,670,000 | -5.7% | 47,052 | +5.2% | 3.57% | +16.3% |
Q3 2018 | $3,893,000 | +10.2% | 44,705 | +5.1% | 3.07% | +1.2% |
Q2 2018 | $3,534,000 | -0.7% | 42,548 | -1.4% | 3.03% | -1.1% |
Q1 2018 | $3,560,000 | -2.5% | 43,161 | +1.2% | 3.07% | +5.0% |
Q4 2017 | $3,653,000 | +19.4% | 42,663 | +13.1% | 2.92% | +29.6% |
Q3 2017 | $3,059,000 | +9.8% | 37,728 | +5.9% | 2.25% | +12.8% |
Q2 2017 | $2,786,000 | +23.4% | 35,642 | +22.6% | 2.00% | +16.0% |
Q1 2017 | $2,258,000 | +5.9% | 29,077 | -1.7% | 1.72% | +11.1% |
Q3 2016 | $2,133,000 | +58.5% | 29,565 | +56.9% | 1.55% | +58.3% |
Q2 2016 | $1,346,000 | – | 18,838 | – | 0.98% | – |
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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% |