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 | $2,660,283 | -2.0% | 25,748 | +0.6% | 0.43% | +6.5% |
| Q2 2023 | $2,714,225 | +205.2% | 25,589 | +203.6% | 0.40% | +145.7% |
| Q1 2023 | $889,260 | -4.6% | 8,429 | -2.2% | 0.16% | -4.1% |
| Q4 2022 | $932,446 | +14.0% | 8,617 | 0.0% | 0.17% | -5.5% |
| Q3 2022 | $818,000 | -6.6% | 8,617 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $876,000 | -9.4% | 8,617 | 0.0% | 0.18% | -2.1% |
| Q1 2022 | $967,000 | +59.6% | 8,617 | +11.9% | 0.19% | -60.9% |
| Q2 2020 | $606,000 | +4.3% | 7,698 | -6.3% | 0.48% | -17.2% |
| Q1 2020 | $581,000 | -26.8% | 8,212 | -3.0% | 0.58% | +15.3% |
| Q4 2019 | $794,000 | +5.7% | 8,468 | 0.0% | 0.50% | -10.3% |
| Q3 2019 | $751,000 | +1.5% | 8,468 | 0.0% | 0.56% | +12.4% |
| Q2 2019 | $740,000 | -48.7% | 8,468 | -49.7% | 0.50% | +6.8% |
| Q1 2019 | $1,442,000 | +121.2% | 16,826 | +101.4% | 0.47% | -5.5% |
| Q4 2018 | $652,000 | -9.7% | 8,356 | +1.6% | 0.50% | +39.0% |
| Q3 2018 | $722,000 | +5.7% | 8,227 | 0.0% | 0.36% | -30.2% |
| Q2 2018 | $683,000 | +0.4% | 8,227 | +0.7% | 0.51% | +1.6% |
| Q1 2018 | $680,000 | +946.2% | 8,171 | +961.2% | 0.50% | +696.8% |
| Q4 2017 | $65,000 | – | 770 | – | 0.06% | – |
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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% |