VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $365,000 | -27.0% | 5,153 | -3.4% | 0.14% | -21.3% |
| Q4 2019 | $500,000 | +3.3% | 5,336 | -2.2% | 0.17% | -7.9% |
| Q3 2019 | $484,000 | +1.5% | 5,455 | 0.0% | 0.19% | -8.7% |
| Q2 2019 | $477,000 | +4.6% | 5,455 | +2.5% | 0.21% | -6.8% |
| Q1 2019 | $456,000 | +12.3% | 5,320 | +2.1% | 0.22% | 0.0% |
| Q4 2018 | $406,000 | -6.9% | 5,210 | +4.1% | 0.22% | -33.5% |
| Q3 2018 | $436,000 | +5.1% | 5,003 | 0.0% | 0.33% | -11.6% |
| Q2 2018 | $415,000 | +1.0% | 5,003 | +0.4% | 0.38% | -6.7% |
| Q1 2018 | $411,000 | -4.4% | 4,982 | -0.9% | 0.40% | -14.6% |
| Q4 2017 | $430,000 | – | 5,025 | – | 0.47% | – |
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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% |