VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $280,000 | +2.9% | 3,454 | 0.0% | 0.14% | -6.7% |
| Q2 2020 | $272,000 | +11.5% | 3,454 | +0.1% | 0.15% | -10.7% |
| Q1 2020 | $244,000 | -62.1% | 3,450 | -49.7% | 0.17% | -51.7% |
| Q4 2019 | $643,000 | +6.5% | 6,861 | +0.8% | 0.35% | +0.9% |
| Q3 2019 | $604,000 | +2.5% | 6,805 | +0.9% | 0.34% | -0.6% |
| Q2 2019 | $589,000 | -28.3% | 6,744 | -29.6% | 0.35% | -32.0% |
| Q1 2019 | $821,000 | +10.8% | 9,580 | +0.8% | 0.51% | -5.4% |
| Q4 2018 | $741,000 | -5.4% | 9,507 | +4.0% | 0.54% | -9.7% |
| Q4 2017 | $783,000 | +56.0% | 9,140 | +47.7% | 0.60% | +45.6% |
| Q3 2017 | $502,000 | +4.6% | 6,189 | +0.7% | 0.41% | +1.0% |
| Q2 2017 | $480,000 | -2.0% | 6,143 | -2.6% | 0.41% | -4.0% |
| Q1 2017 | $490,000 | -70.7% | 6,308 | -72.4% | 0.42% | -69.2% |
| Q4 2016 | $1,675,000 | +0.8% | 22,893 | -0.7% | 1.38% | -0.8% |
| Q3 2016 | $1,662,000 | +1.6% | 23,047 | +0.7% | 1.39% | -3.2% |
| Q2 2016 | $1,636,000 | +4.4% | 22,893 | +0.8% | 1.43% | +1.0% |
| Q1 2016 | $1,567,000 | -29.6% | 22,702 | -32.0% | 1.42% | -31.1% |
| Q4 2015 | $2,227,000 | – | 33,370 | – | 2.06% | – |
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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% |