VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 602 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $309,893 | -97.4% | 2,999 | -97.3% | 0.03% | -96.8% |
Q2 2023 | $11,817,253 | +2268.9% | 111,409 | +2256.4% | 0.97% | +1803.9% |
Q1 2023 | $498,850 | -96.0% | 4,728 | -95.9% | 0.05% | -95.4% |
Q4 2022 | $12,544,962 | +15.9% | 115,931 | +1.6% | 1.11% | +7.6% |
Q3 2022 | $10,821,000 | -6.6% | 114,052 | +0.2% | 1.03% | -3.5% |
Q2 2022 | $11,581,000 | -9.5% | 113,881 | -0.1% | 1.07% | +8.9% |
Q1 2022 | $12,791,000 | +12.4% | 113,951 | +12.2% | 0.98% | +9.2% |
Q4 2021 | $11,384,000 | +9.9% | 101,539 | +1.3% | 0.90% | -4.2% |
Q3 2021 | $10,357,000 | +4.1% | 100,213 | +5.5% | 0.94% | +1.7% |
Q2 2021 | $9,949,000 | +8.7% | 94,961 | +4.9% | 0.92% | +1.3% |
Q1 2021 | $9,152,000 | +59.6% | 90,535 | +44.5% | 0.91% | +39.3% |
Q4 2020 | $5,734,000 | +11.8% | 62,664 | -1.1% | 0.65% | -22.7% |
Q3 2020 | $5,128,000 | +0.8% | 63,362 | -1.9% | 0.85% | +18.8% |
Q2 2020 | $5,087,000 | +3.4% | 64,570 | -7.1% | 0.71% | +435.3% |
Q1 2020 | $4,918,000 | -9.4% | 69,517 | +20.1% | 0.13% | -85.8% |
Q4 2019 | $5,426,000 | +5.3% | 57,902 | -0.3% | 0.94% | -2.7% |
Q3 2019 | $5,153,000 | +0.2% | 58,077 | -1.4% | 0.96% | -5.9% |
Q2 2019 | $5,145,000 | +3.3% | 58,879 | +1.3% | 1.02% | -4.7% |
Q1 2019 | $4,979,000 | +9.3% | 58,120 | -0.5% | 1.07% | -8.2% |
Q4 2018 | $4,554,000 | -11.2% | 58,389 | -0.9% | 1.17% | +1.5% |
Q3 2018 | $5,130,000 | +7.5% | 58,907 | +2.5% | 1.15% | +2.0% |
Q2 2018 | $4,773,000 | +0.8% | 57,477 | +0.2% | 1.13% | -5.5% |
Q1 2018 | $4,734,000 | -12.7% | 57,389 | -9.4% | 1.20% | -13.0% |
Q4 2017 | $5,423,000 | +0.6% | 63,326 | -4.8% | 1.37% | -1.9% |
Q3 2017 | $5,391,000 | -4.7% | 66,497 | -8.1% | 1.40% | +42.4% |
Q2 2017 | $5,655,000 | – | 72,348 | – | 0.98% | – |
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% |