VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $47,940,779 | -12.3% | 464,003 | -10.0% | 0.29% | -12.8% |
Q2 2023 | $54,672,194 | +2.6% | 515,435 | +2.0% | 0.33% | -4.1% |
Q1 2023 | $53,295,878 | -16.4% | 505,174 | -14.3% | 0.34% | -25.6% |
Q4 2022 | $63,757,046 | +16.8% | 589,197 | +2.4% | 0.46% | +6.5% |
Q3 2022 | $54,603,000 | -2.5% | 575,497 | +4.5% | 0.43% | -3.3% |
Q2 2022 | $56,028,000 | +7.0% | 550,917 | +18.1% | 0.45% | +24.8% |
Q1 2022 | $52,356,000 | +24.5% | 466,420 | +24.3% | 0.36% | +22.5% |
Q4 2021 | $42,053,000 | +12.0% | 375,103 | +3.2% | 0.29% | -5.2% |
Q3 2021 | $37,562,000 | -18.9% | 363,448 | -17.8% | 0.31% | -23.7% |
Q2 2021 | $46,329,000 | +13.7% | 442,202 | +9.7% | 0.40% | -1.5% |
Q1 2021 | $40,753,000 | +13.3% | 403,132 | +2.6% | 0.41% | +0.7% |
Q4 2020 | $35,962,000 | +17.0% | 392,983 | +3.5% | 0.41% | -7.1% |
Q3 2020 | $30,740,000 | -2.0% | 379,828 | -4.6% | 0.44% | -9.5% |
Q2 2020 | $31,355,000 | +77.9% | 398,001 | +59.8% | 0.48% | +19.8% |
Q1 2020 | $17,621,000 | -42.5% | 249,057 | -23.9% | 0.40% | -39.1% |
Q4 2019 | $30,661,000 | +16.7% | 327,185 | +10.5% | 0.66% | -12.4% |
Q3 2019 | $26,278,000 | -3.4% | 296,157 | -4.9% | 0.76% | -7.1% |
Q2 2019 | $27,200,000 | +145.8% | 311,283 | +140.9% | 0.82% | +6.2% |
Q1 2019 | $11,066,000 | +696.7% | 129,190 | +625.5% | 0.77% | +223.1% |
Q4 2018 | $1,389,000 | -94.2% | 17,808 | -93.5% | 0.24% | -81.8% |
Q3 2018 | $23,764,000 | +9.8% | 272,868 | +4.7% | 1.31% | -11.1% |
Q2 2018 | $21,637,000 | +23.2% | 260,528 | +22.4% | 1.47% | +8.6% |
Q1 2018 | $17,556,000 | +11.4% | 212,828 | +15.7% | 1.36% | -2.6% |
Q4 2017 | $15,756,000 | +10.1% | 184,006 | +4.3% | 1.39% | +4.7% |
Q3 2017 | $14,308,000 | +69.7% | 176,491 | +63.6% | 1.33% | +32.0% |
Q2 2017 | $8,430,000 | +148.4% | 107,856 | +146.8% | 1.01% | +59.9% |
Q1 2017 | $3,394,000 | +731.9% | 43,705 | +712.5% | 0.63% | +281.2% |
Q4 2016 | $408,000 | – | 5,379 | – | 0.16% | – |
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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% |