VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 790 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $582,536 | +19.6% | 4,912 | +22.1% | 0.08% | +15.1% |
Q1 2024 | $486,871 | +32.2% | 4,024 | +21.9% | 0.07% | +25.9% |
Q4 2023 | $368,330 | +2.8% | 3,300 | -4.8% | 0.06% | -10.8% |
Q3 2023 | $358,224 | -1.2% | 3,467 | +1.4% | 0.06% | +1.6% |
Q2 2023 | $362,531 | +0.6% | 3,418 | +0.1% | 0.06% | -4.5% |
Q1 2023 | $360,197 | -81.8% | 3,414 | -81.4% | 0.07% | -84.7% |
Q4 2022 | $1,981,473 | +592.8% | 18,311 | +507.1% | 0.44% | +533.3% |
Q3 2022 | $286,000 | +9.6% | 3,016 | +17.3% | 0.07% | +13.1% |
Q2 2022 | $261,000 | -34.8% | 2,571 | -27.8% | 0.06% | -21.8% |
Q1 2022 | $400,000 | -53.2% | 3,563 | -53.3% | 0.08% | -46.2% |
Q4 2021 | $855,000 | +172.3% | 7,626 | +150.7% | 0.14% | +154.4% |
Q3 2021 | $314,000 | +27.6% | 3,042 | +29.5% | 0.06% | +26.7% |
Q2 2021 | $246,000 | +2.9% | 2,349 | -0.7% | 0.04% | -4.3% |
Q1 2021 | $239,000 | -11.5% | 2,366 | -17.7% | 0.05% | -43.4% |
Q4 2019 | $270,000 | +7.6% | 2,876 | +1.9% | 0.08% | -1.2% |
Q3 2019 | $251,000 | +2.0% | 2,823 | +0.1% | 0.08% | +2.4% |
Q2 2019 | $246,000 | -1.2% | 2,820 | -3.0% | 0.08% | -4.7% |
Q1 2019 | $249,000 | +12.2% | 2,907 | +2.3% | 0.09% | -5.5% |
Q4 2018 | $222,000 | -6.3% | 2,841 | +4.3% | 0.09% | +11.0% |
Q3 2018 | $237,000 | -31.3% | 2,725 | -32.3% | 0.08% | -43.4% |
Q4 2017 | $345,000 | -0.9% | 4,024 | -6.4% | 0.14% | -6.5% |
Q3 2017 | $348,000 | -4.9% | 4,298 | -8.1% | 0.16% | -14.8% |
Q2 2017 | $366,000 | +43.5% | 4,677 | +42.2% | 0.18% | +37.9% |
Q1 2017 | $255,000 | – | 3,290 | – | 0.13% | – |
Download |
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% |