VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $522,103 | +4883.8% | 4,922 | +4871.7% | 0.22% | +4320.0% |
| Q1 2023 | $10,476 | -1.8% | 99 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $10,670 | +18.6% | 99 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 98 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | +233.3% | 97 | +259.3% | 0.01% | +200.0% |
| Q2 2021 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $3,000 | -89.3% | 27 | -91.3% | 0.00% | -90.3% |
| Q3 2019 | $28,000 | +3.7% | 312 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $27,000 | -27.0% | 312 | -26.9% | 0.03% | -20.5% |
| Q1 2019 | $37,000 | +640.0% | 427 | +611.7% | 0.04% | +550.0% |
| Q4 2018 | $5,000 | 0.0% | 60 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $5,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $5,000 | – | 60 | – | 0.01% | – |
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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% |