VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,524 | -9.2% | 1,060 | -6.9% | 0.02% | -12.0% |
| Q2 2023 | $120,671 | -51.5% | 1,138 | -51.7% | 0.02% | -56.9% |
| Q1 2023 | $248,792 | +25.2% | 2,358 | +28.4% | 0.06% | +13.7% |
| Q4 2022 | $198,657 | +42.9% | 1,836 | +25.7% | 0.05% | +34.2% |
| Q3 2022 | $139,000 | +208.9% | 1,461 | +233.6% | 0.04% | +171.4% |
| Q2 2022 | $45,000 | -8.2% | 438 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $49,000 | 0.0% | 436 | +0.5% | 0.01% | +7.7% |
| Q4 2021 | $49,000 | -16.9% | 434 | -23.5% | 0.01% | -27.8% |
| Q3 2021 | $59,000 | 0.0% | 567 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $59,000 | +13.5% | 564 | +10.2% | 0.02% | 0.0% |
| Q1 2021 | $52,000 | +10.6% | 512 | +0.6% | 0.02% | +5.9% |
| Q4 2020 | $47,000 | +14.6% | 509 | +0.6% | 0.02% | -5.6% |
| Q3 2020 | $41,000 | +2.5% | 506 | +0.6% | 0.02% | -5.3% |
| Q2 2020 | $40,000 | +14.3% | 503 | +0.8% | 0.02% | 0.0% |
| Q1 2020 | $35,000 | -25.5% | 499 | +0.6% | 0.02% | -17.4% |
| Q4 2019 | $47,000 | +6.8% | 496 | +0.4% | 0.02% | 0.0% |
| Q3 2019 | $44,000 | -10.2% | 494 | -13.0% | 0.02% | -14.8% |
| Q2 2019 | $49,000 | 0.0% | 568 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $49,000 | +53.1% | 568 | +36.5% | 0.03% | +28.6% |
| Q4 2018 | $32,000 | -11.1% | 416 | +1.5% | 0.02% | 0.0% |
| Q3 2018 | $36,000 | +5.9% | 410 | +0.7% | 0.02% | 0.0% |
| Q2 2018 | $34,000 | +3.0% | 407 | +0.5% | 0.02% | +10.5% |
| Q1 2018 | $33,000 | -21.4% | 405 | -16.7% | 0.02% | -24.0% |
| Q4 2017 | $42,000 | – | 486 | – | 0.02% | – |
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% |