VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,537,546 | -1.4% | 372,992 | +1.3% | 9.36% | +0.3% |
| Q2 2023 | $39,066,375 | +9.0% | 368,307 | +8.4% | 9.33% | +3.3% |
| Q1 2023 | $35,850,906 | +1.7% | 339,819 | +4.4% | 9.03% | -5.7% |
| Q4 2022 | $35,234,850 | +10.9% | 325,615 | -2.8% | 9.57% | +3.5% |
| Q3 2022 | $31,778,000 | -3.5% | 334,932 | +3.5% | 9.25% | -1.7% |
| Q2 2022 | $32,917,000 | -9.5% | 323,671 | -0.1% | 9.42% | +1.8% |
| Q1 2022 | $36,379,000 | -0.5% | 324,093 | -0.6% | 9.25% | +1.6% |
| Q4 2021 | $36,553,000 | +11.7% | 326,050 | +3.0% | 9.11% | +3.7% |
| Q3 2021 | $32,720,000 | +1.7% | 316,590 | +3.1% | 8.78% | -0.4% |
| Q2 2021 | $32,173,000 | +7.8% | 307,086 | +4.1% | 8.82% | -3.4% |
| Q1 2021 | $29,833,000 | +18.6% | 295,113 | +7.4% | 9.13% | +13.8% |
| Q4 2020 | $25,147,000 | +16.7% | 274,796 | +3.2% | 8.02% | +7.5% |
| Q3 2020 | $21,553,000 | +22.4% | 266,318 | +19.2% | 7.46% | +15.4% |
| Q2 2020 | $17,605,000 | +20.8% | 223,472 | +8.5% | 6.46% | +6.0% |
| Q1 2020 | $14,574,000 | -20.2% | 205,993 | +5.7% | 6.10% | -9.0% |
| Q4 2019 | $18,270,000 | +16.7% | 194,966 | +10.5% | 6.70% | +6.4% |
| Q3 2019 | $15,653,000 | +4.3% | 176,409 | +2.8% | 6.30% | +0.6% |
| Q2 2019 | $15,001,000 | +16.3% | 171,676 | +14.1% | 6.26% | +5.8% |
| Q1 2019 | $12,893,000 | +10.5% | 150,509 | +0.6% | 5.92% | -7.6% |
| Q4 2018 | $11,667,000 | -1.3% | 149,600 | +10.3% | 6.41% | +6.3% |
| Q3 2018 | $11,817,000 | +13.5% | 135,682 | +8.2% | 6.03% | +5.4% |
| Q2 2018 | $10,414,000 | +44.1% | 125,397 | +43.2% | 5.72% | +38.0% |
| Q1 2018 | $7,226,000 | +8.2% | 87,597 | +12.3% | 4.14% | +8.0% |
| Q4 2017 | $6,680,000 | – | 78,008 | – | 3.84% | – |
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% |