VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,224,992 | -4.8% | 12,195 | 0.0% | 0.44% | -16.6% |
| Q1 2023 | $1,286,573 | -3.3% | 12,195 | -0.8% | 0.52% | -16.8% |
| Q4 2022 | $1,330,442 | +16.4% | 12,295 | +2.1% | 0.63% | -18.1% |
| Q3 2022 | $1,143,000 | +0.2% | 12,045 | +7.4% | 0.77% | -33.6% |
| Q2 2022 | $1,141,000 | -12.2% | 11,215 | -3.1% | 1.16% | -3.1% |
| Q1 2022 | $1,300,000 | +7.3% | 11,578 | +7.1% | 1.20% | +14.2% |
| Q4 2021 | $1,212,000 | +9.5% | 10,815 | +0.9% | 1.05% | +2.8% |
| Q3 2021 | $1,107,000 | -89.8% | 10,715 | +3.9% | 1.02% | +13.7% |
| Q2 2021 | $10,807,000 | +926.3% | 10,315 | -1.0% | 0.90% | +15.0% |
| Q1 2021 | $1,053,000 | +11.0% | 10,415 | +0.4% | 0.78% | +5.9% |
| Q4 2020 | $949,000 | +15.3% | 10,372 | +2.0% | 0.74% | +4.9% |
| Q3 2020 | $823,000 | +0.2% | 10,172 | +1844.9% | 0.70% | -3.8% |
| Q2 2020 | $821,000 | -2.6% | 523 | -95.6% | 0.73% | -17.9% |
| Q1 2020 | $843,000 | -25.7% | 11,922 | -1.6% | 0.89% | -10.8% |
| Q4 2019 | $1,135,000 | +7.8% | 12,115 | +2.1% | 1.00% | -1.4% |
| Q3 2019 | $1,053,000 | +7.8% | 11,865 | +3.5% | 1.01% | +1.7% |
| Q2 2019 | $977,000 | +3.7% | 11,465 | +7.2% | 0.99% | +1.0% |
| Q1 2019 | $942,000 | -2.6% | 10,690 | -8.6% | 0.98% | -9.1% |
| Q4 2018 | $967,000 | – | 11,690 | – | 1.08% | – |
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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% |