VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,151,000 | 0.0% | 21,151 | 0.0% | 0.16% | -1.2% |
| Q2 2022 | $2,151,000 | +0.4% | 21,151 | +10.8% | 0.16% | +14.8% |
| Q1 2022 | $2,143,000 | +14.4% | 19,091 | +14.2% | 0.14% | +14.5% |
| Q4 2021 | $1,874,000 | +11.0% | 16,714 | +2.3% | 0.12% | 0.0% |
| Q3 2021 | $1,689,000 | -1.7% | 16,341 | -0.4% | 0.12% | -1.6% |
| Q2 2021 | $1,718,000 | +3.2% | 16,400 | -0.4% | 0.13% | -11.3% |
| Q1 2021 | $1,664,000 | +29.8% | 16,461 | +17.5% | 0.14% | +10.9% |
| Q4 2020 | $1,282,000 | +63.9% | 14,007 | +45.0% | 0.13% | +42.2% |
| Q3 2020 | $782,000 | +90.7% | 9,662 | +85.8% | 0.09% | +80.0% |
| Q2 2020 | $410,000 | -17.8% | 5,200 | -26.3% | 0.05% | -36.7% |
| Q1 2020 | $499,000 | -39.0% | 7,056 | -19.1% | 0.08% | -24.0% |
| Q4 2019 | $818,000 | -90.5% | 8,727 | -92.1% | 0.10% | -93.2% |
| Q4 2018 | $8,617,000 | – | 110,486 | – | 1.54% | – |
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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% |