VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 565 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 | ||||
---|---|---|---|---|---|---|
Q4 2017 | $8,571,000 | +39.7% | 99,947 | +23.5% | 2.80% | +42.7% |
Q4 2016 | $6,136,000 | +5.7% | 80,909 | +0.6% | 1.96% | -3.2% |
Q3 2016 | $5,803,000 | -2.6% | 80,435 | -3.2% | 2.03% | -4.1% |
Q2 2016 | $5,958,000 | +8.6% | 83,105 | +4.5% | 2.12% | -0.5% |
Q1 2016 | $5,484,000 | – | 79,489 | – | 2.12% | – |
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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% |