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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $147,025 | -35.1% | 1,423 | -33.4% | 0.02% | -21.9% |
| Q2 2023 | $226,566 | -22.1% | 2,136 | -22.6% | 0.03% | -23.8% |
| Q1 2023 | $290,969 | +51.0% | 2,758 | +54.9% | 0.04% | +35.5% |
| Q4 2022 | $192,722 | +14.0% | 1,781 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $169,000 | -6.6% | 1,781 | 0.0% | 0.03% | -22.5% |
| Q2 2022 | $181,000 | -9.5% | 1,781 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $200,000 | +51.5% | 1,781 | +51.6% | 0.04% | +44.4% |
| Q4 2021 | $132,000 | +9.1% | 1,175 | 0.0% | 0.03% | -6.9% |
| Q3 2021 | $121,000 | -1.6% | 1,175 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $123,000 | +3.4% | 1,175 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $119,000 | +10.2% | 1,175 | 0.0% | 0.03% | -30.2% |
| Q4 2020 | $108,000 | +13.7% | 1,175 | 0.0% | 0.04% | -4.4% |
| Q3 2020 | $95,000 | +2.2% | 1,175 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $93,000 | +12.0% | 1,175 | 0.0% | 0.04% | -10.0% |
| Q1 2020 | $83,000 | -24.5% | 1,175 | 0.0% | 0.05% | +4.2% |
| Q4 2019 | $110,000 | +5.8% | 1,175 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $104,000 | +1.0% | 1,175 | 0.0% | 0.05% | +45.5% |
| Q2 2019 | $103,000 | +2.0% | 1,175 | 0.0% | 0.03% | +3.1% |
| Q1 2019 | $101,000 | +9.8% | 1,175 | 0.0% | 0.03% | +10.3% |
| Q4 2018 | $92,000 | -33.8% | 1,175 | -29.9% | 0.03% | -77.5% |
| Q2 2018 | $139,000 | +0.7% | 1,675 | 0.0% | 0.13% | -4.4% |
| Q1 2018 | $138,000 | -3.5% | 1,675 | 0.0% | 0.14% | -3.6% |
| Q4 2017 | $143,000 | – | 1,675 | – | 0.14% | – |
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% |