VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,464 | -4.3% | 3,857 | -1.8% | 0.04% | +2.9% |
| Q2 2023 | $416,388 | +0.5% | 3,926 | +0.0% | 0.04% | -7.9% |
| Q1 2023 | $414,134 | +0.5% | 3,925 | +3.1% | 0.04% | -7.3% |
| Q4 2022 | $411,955 | +8.4% | 3,807 | -5.0% | 0.04% | 0.0% |
| Q3 2022 | $380,000 | -6.9% | 4,008 | 0.0% | 0.04% | +20.6% |
| Q2 2022 | $408,000 | -11.9% | 4,008 | -2.9% | 0.03% | +6.2% |
| Q1 2022 | $463,000 | -5.9% | 4,127 | -6.0% | 0.03% | -3.0% |
| Q4 2021 | $492,000 | +8.4% | 4,391 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $454,000 | -2.2% | 4,391 | -1.0% | 0.03% | 0.0% |
| Q2 2021 | $464,000 | +3.6% | 4,434 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $448,000 | +1.1% | 4,434 | -8.5% | 0.04% | -5.4% |
| Q4 2020 | $443,000 | +10.8% | 4,846 | -2.0% | 0.04% | 0.0% |
| Q3 2020 | $400,000 | +32.9% | 4,947 | +29.3% | 0.04% | +23.3% |
| Q2 2020 | $301,000 | +15.8% | 3,826 | +4.0% | 0.03% | -11.8% |
| Q1 2020 | $260,000 | -54.1% | 3,680 | -39.1% | 0.03% | -38.2% |
| Q4 2019 | $566,000 | +5.6% | 6,042 | 0.0% | 0.06% | -5.2% |
| Q3 2019 | $536,000 | -30.2% | 6,042 | -31.3% | 0.06% | -30.1% |
| Q2 2019 | $768,000 | +2.1% | 8,794 | +0.2% | 0.08% | -8.8% |
| Q1 2019 | $752,000 | +9.9% | 8,779 | +0.1% | 0.09% | -15.7% |
| Q4 2018 | $684,000 | +1.3% | 8,769 | +13.2% | 0.11% | +68.8% |
| Q3 2018 | $675,000 | +45.8% | 7,747 | +39.1% | 0.06% | +42.2% |
| Q2 2018 | $463,000 | -14.6% | 5,569 | -15.2% | 0.04% | -19.6% |
| Q1 2018 | $542,000 | -3.6% | 6,569 | 0.0% | 0.06% | -23.3% |
| Q4 2017 | $562,000 | +2.2% | 6,569 | -3.2% | 0.07% | +1.4% |
| Q3 2017 | $550,000 | +4.4% | 6,785 | +0.7% | 0.07% | +4.3% |
| Q2 2017 | $527,000 | -16.1% | 6,737 | -16.7% | 0.07% | -15.9% |
| Q1 2017 | $628,000 | -0.5% | 8,083 | -2.9% | 0.08% | +2.5% |
| Q4 2016 | $631,000 | +5.3% | 8,327 | +0.3% | 0.08% | 0.0% |
| Q3 2016 | $599,000 | -8.7% | 8,304 | -9.6% | 0.08% | -3.6% |
| Q2 2016 | $656,000 | +21.9% | 9,188 | +17.9% | 0.08% | +25.8% |
| Q1 2016 | $538,000 | -35.8% | 7,793 | -38.0% | 0.07% | -30.5% |
| Q4 2015 | $838,000 | – | 12,563 | – | 0.10% | – |
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% |