VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 739 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $23,471 | -1.8% | 197,897 | +0.1% | 3.93% | -4.2% |
Q1 2024 | $23,913 | +31.2% | 197,646 | +21.0% | 4.10% | +19.7% |
Q4 2023 | $18,230 | +10.8% | 163,303 | +2.5% | 3.43% | +1.9% |
Q3 2023 | $16,457 | -3.4% | 159,284 | -0.8% | 3.36% | -0.5% |
Q2 2023 | $17,040 | -2.6% | 160,648 | -3.2% | 3.38% | -5.5% |
Q1 2023 | $17,503 | -3.3% | 165,903 | -0.8% | 3.58% | -7.1% |
Q4 2022 | $18,102 | -99.9% | 167,288 | +5.7% | 3.85% | +5.5% |
Q3 2022 | $15,014,000 | -14.4% | 158,237 | -8.2% | 3.65% | -8.5% |
Q2 2022 | $17,537,000 | -3.7% | 172,439 | +6.3% | 3.98% | +15.0% |
Q1 2022 | $18,215,000 | +11.7% | 162,268 | +11.6% | 3.46% | +13.0% |
Q4 2021 | $16,307,000 | +21.3% | 145,458 | +11.8% | 3.06% | +10.8% |
Q3 2021 | $13,443,000 | +6.9% | 130,076 | +8.4% | 2.77% | -2.7% |
Q2 2021 | $12,575,000 | +19.1% | 120,021 | +14.9% | 2.84% | +11.6% |
Q1 2021 | $10,558,000 | +18.5% | 104,438 | +7.3% | 2.55% | +9.7% |
Q4 2020 | $8,908,000 | +12.3% | 97,344 | -0.6% | 2.32% | -0.1% |
Q3 2020 | $7,929,000 | +1.9% | 97,968 | -0.8% | 2.32% | -0.3% |
Q2 2020 | $7,783,000 | -7.7% | 98,790 | -17.1% | 2.33% | -14.4% |
Q1 2020 | $8,430,000 | -16.9% | 119,149 | +10.1% | 2.73% | -3.0% |
Q4 2019 | $10,144,000 | +3.8% | 108,250 | -1.7% | 2.81% | -2.1% |
Q3 2019 | $9,772,000 | +10.8% | 110,127 | +9.1% | 2.87% | +5.2% |
Q2 2019 | $8,818,000 | +3.2% | 100,916 | +1.2% | 2.73% | -6.9% |
Q1 2019 | $8,542,000 | +7.4% | 99,715 | -2.2% | 2.93% | -4.2% |
Q4 2018 | $7,955,000 | -10.3% | 102,002 | +0.2% | 3.05% | -5.5% |
Q3 2018 | $8,864,000 | +4.4% | 101,781 | -0.5% | 3.23% | -0.1% |
Q2 2018 | $8,493,000 | +0.0% | 102,268 | -0.6% | 3.24% | -1.9% |
Q1 2018 | $8,489,000 | -3.8% | 102,910 | -0.1% | 3.30% | -8.5% |
Q4 2017 | $8,822,000 | +2.9% | 103,030 | -2.5% | 3.60% | -5.1% |
Q3 2017 | $8,571,000 | +1.6% | 105,725 | -2.1% | 3.80% | -6.2% |
Q2 2017 | $8,440,000 | +1.3% | 107,984 | +0.6% | 4.05% | -1.9% |
Q1 2017 | $8,332,000 | +2.5% | 107,304 | +0.0% | 4.12% | -3.2% |
Q4 2016 | $8,130,000 | +5.3% | 107,300 | +0.2% | 4.26% | +3.0% |
Q3 2016 | $7,724,000 | -1.7% | 107,071 | -2.6% | 4.13% | -4.9% |
Q2 2016 | $7,857,000 | +2.4% | 109,956 | -1.1% | 4.35% | +0.1% |
Q1 2016 | $7,676,000 | +7.9% | 111,181 | +4.3% | 4.34% | +1.4% |
Q4 2015 | $7,115,000 | +3.7% | 106,595 | -2.6% | 4.28% | +1.9% |
Q3 2015 | $6,859,000 | -6.8% | 109,482 | +0.1% | 4.20% | -1.6% |
Q2 2015 | $7,363,000 | +4.4% | 109,377 | +5.9% | 4.27% | +3.4% |
Q1 2015 | $7,052,000 | – | 103,252 | – | 4.13% | – |
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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% |