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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $822,000 | -7.3% | 8,078 | +2.2% | 0.06% | +3.5% |
| Q1 2022 | $887,000 | -0.2% | 7,906 | -0.3% | 0.06% | 0.0% |
| Q4 2021 | $889,000 | -2.8% | 7,926 | -10.5% | 0.06% | -12.3% |
| Q3 2021 | $915,000 | +2.8% | 8,853 | +4.2% | 0.06% | 0.0% |
| Q2 2021 | $890,000 | +0.6% | 8,498 | -3.0% | 0.06% | -8.5% |
| Q1 2021 | $885,000 | +7.4% | 8,758 | -2.8% | 0.07% | -2.7% |
| Q4 2020 | $824,000 | +3.5% | 9,007 | -8.4% | 0.07% | -12.0% |
| Q3 2020 | $796,000 | +5.9% | 9,831 | +3.0% | 0.08% | -1.2% |
| Q2 2020 | $752,000 | +220.0% | 9,545 | +280.3% | 0.08% | +200.0% |
| Q4 2019 | $235,000 | +5.4% | 2,510 | 0.0% | 0.03% | -6.7% |
| Q3 2019 | $223,000 | -8.6% | 2,510 | -10.3% | 0.03% | -14.3% |
| Q2 2019 | $244,000 | -58.4% | 2,798 | -59.1% | 0.04% | -62.8% |
| Q1 2019 | $587,000 | -9.4% | 6,847 | -17.6% | 0.09% | -24.2% |
| Q4 2018 | $648,000 | -45.4% | 8,307 | -39.0% | 0.12% | -45.6% |
| Q3 2018 | $1,187,000 | -36.0% | 13,626 | -39.0% | 0.23% | -53.9% |
| Q2 2018 | $1,856,000 | -43.7% | 22,344 | -44.1% | 0.50% | -61.8% |
| Q1 2018 | $3,294,000 | -5.3% | 39,939 | -1.7% | 1.30% | -18.5% |
| Q4 2017 | $3,478,000 | – | 40,621 | – | 1.59% | – |
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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% |