VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,138,532 | -9.5% | 436,863 | -7.1% | 9.90% | +7.1% |
| Q2 2023 | $49,875,408 | +9.3% | 470,212 | +8.7% | 9.24% | +2.3% |
| Q1 2023 | $45,629,828 | -4.8% | 432,510 | -2.4% | 9.03% | -10.2% |
| Q4 2022 | $47,945,579 | +12.2% | 443,079 | -1.6% | 10.06% | +10.8% |
| Q3 2022 | $42,743,000 | -10.0% | 450,495 | -3.6% | 9.08% | -4.8% |
| Q2 2022 | $47,503,000 | -9.3% | 467,091 | +0.1% | 9.54% | +11.4% |
| Q1 2022 | $52,357,000 | -20.4% | 466,437 | -20.5% | 8.56% | -16.0% |
| Q4 2021 | $65,761,000 | +5.0% | 586,574 | -3.2% | 10.19% | -2.4% |
| Q3 2021 | $62,600,000 | -1.4% | 605,705 | -0.1% | 10.45% | -5.3% |
| Q2 2021 | $63,514,000 | +0.7% | 606,227 | -2.8% | 11.03% | -11.6% |
| Q1 2021 | $63,066,000 | +28.3% | 623,855 | +16.1% | 12.47% | +21.2% |
| Q4 2020 | $49,156,000 | +17.3% | 537,165 | +3.8% | 10.29% | +7.4% |
| Q3 2020 | $41,898,000 | +26.6% | 517,499 | +22.8% | 9.58% | +23.4% |
| Q2 2020 | $33,092,000 | +45.9% | 421,414 | +31.5% | 7.76% | +19.7% |
| Q1 2020 | $22,679,000 | -35.7% | 320,549 | -14.9% | 6.49% | -24.2% |
| Q4 2019 | $35,295,000 | +8.9% | 376,646 | +1.6% | 8.56% | -7.1% |
| Q2 2019 | $32,401,000 | +67.2% | 370,805 | +63.4% | 9.21% | +65.5% |
| Q1 2019 | $19,373,000 | -45.9% | 226,892 | -50.6% | 5.57% | -51.9% |
| Q4 2018 | $35,824,000 | +1.8% | 459,338 | +9.0% | 11.57% | +0.3% |
| Q2 2018 | $35,175,000 | -0.1% | 421,563 | -1.2% | 11.54% | -5.5% |
| Q1 2018 | $35,203,000 | -0.0% | 426,755 | +3.8% | 12.21% | -0.8% |
| Q4 2017 | $35,215,000 | +9.5% | 411,245 | +3.7% | 12.30% | -9.1% |
| Q3 2017 | $32,153,000 | +6.1% | 396,608 | +2.3% | 13.53% | -9.5% |
| Q2 2017 | $30,295,000 | +51.8% | 387,607 | +50.8% | 14.96% | +46.3% |
| Q1 2017 | $19,958,000 | +160.7% | 257,026 | +154.3% | 10.22% | +152.7% |
| Q4 2016 | $7,657,000 | – | 101,060 | – | 4.04% | – |
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% |