VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 467 filers reported holding VANGUARD WHITEHALL FDS in Q2 2016. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $227,001 | +13.1% | 1,914 | +15.4% | 0.02% | +14.3% |
Q1 2024 | $200,723 | -20.4% | 1,659 | -26.6% | 0.02% | -25.0% |
Q4 2023 | $252,173 | +8.0% | 2,259 | 0.0% | 0.03% | -3.4% |
Q3 2023 | $233,400 | -6.7% | 2,259 | -4.2% | 0.03% | -3.3% |
Q2 2023 | $250,220 | +1.4% | 2,359 | +0.9% | 0.03% | 0.0% |
Q1 2023 | $246,765 | -10.3% | 2,339 | -4.4% | 0.03% | -6.2% |
Q1 2022 | $275,000 | +14.1% | 2,446 | +14.0% | 0.03% | +18.5% |
Q4 2021 | $241,000 | +3.9% | 2,146 | -4.3% | 0.03% | 0.0% |
Q3 2021 | $232,000 | -12.1% | 2,242 | -10.9% | 0.03% | -12.9% |
Q2 2021 | $264,000 | +3.1% | 2,517 | -0.8% | 0.03% | -3.1% |
Q1 2021 | $256,000 | -0.4% | 2,537 | -9.7% | 0.03% | -5.9% |
Q4 2020 | $257,000 | +13.2% | 2,808 | 0.0% | 0.03% | -5.6% |
Q3 2020 | $227,000 | +0.9% | 2,808 | -1.7% | 0.04% | -5.3% |
Q2 2020 | $225,000 | -39.2% | 2,857 | -45.3% | 0.04% | -52.5% |
Q1 2020 | $370,000 | -46.5% | 5,224 | -29.1% | 0.08% | -30.4% |
Q4 2019 | $691,000 | -29.3% | 7,371 | -33.1% | 0.12% | -33.5% |
Q3 2019 | $978,000 | -18.4% | 11,017 | -19.6% | 0.17% | -20.6% |
Q2 2019 | $1,198,000 | -2.8% | 13,707 | -4.7% | 0.22% | -5.6% |
Q1 2019 | $1,232,000 | -13.1% | 14,387 | -20.8% | 0.23% | -25.7% |
Q4 2018 | $1,417,000 | -14.4% | 18,170 | -4.4% | 0.31% | -3.7% |
Q3 2018 | $1,655,000 | -3.8% | 19,008 | -8.3% | 0.32% | -8.5% |
Q2 2018 | $1,721,000 | +5.4% | 20,728 | +4.7% | 0.35% | +4.7% |
Q1 2018 | $1,633,000 | +1.4% | 19,792 | +5.3% | 0.34% | -4.5% |
Q4 2017 | $1,610,000 | +10.3% | 18,804 | +5.5% | 0.35% | +3.8% |
Q3 2017 | $1,460,000 | +8.8% | 17,821 | +3.7% | 0.34% | -0.6% |
Q2 2017 | $1,342,000 | +19.2% | 17,193 | +18.1% | 0.34% | +11.0% |
Q1 2017 | $1,126,000 | -5.3% | 14,553 | -6.8% | 0.31% | -25.2% |
Q4 2016 | $1,189,000 | +4.5% | 15,613 | -2.0% | 0.41% | +3.5% |
Q3 2016 | $1,138,000 | -6.0% | 15,925 | -5.9% | 0.40% | -10.8% |
Q2 2016 | $1,210,000 | – | 16,929 | – | 0.45% | – |
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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% |