VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,534,016 | +45.7% | 14,847 | +49.6% | 0.64% | +45.9% |
| Q2 2023 | $1,052,745 | +100448.7% | 9,925 | 0.0% | 0.44% | -8.4% |
| Q1 2023 | $1,047 | -5.2% | 9,925 | -2.8% | 0.48% | -10.8% |
| Q4 2022 | $1,105 | -98.5% | 10,215 | +1218.1% | 0.54% | +808.5% |
| Q3 2022 | $74,000 | -92.2% | 775 | -91.7% | 0.06% | -85.0% |
| Q2 2022 | $950,000 | -8.8% | 9,345 | +0.7% | 0.39% | -2.0% |
| Q1 2022 | $1,042,000 | +5.0% | 9,280 | +4.9% | 0.40% | -7.2% |
| Q4 2021 | $992,000 | +10.0% | 8,850 | +1.4% | 0.43% | +4.3% |
| Q3 2021 | $902,000 | +27.9% | 8,725 | +29.7% | 0.42% | +22.4% |
| Q2 2021 | $705,000 | +4.0% | 6,725 | +0.2% | 0.34% | +10.1% |
| Q1 2021 | $678,000 | +10.4% | 6,710 | 0.0% | 0.31% | +9.2% |
| Q4 2020 | $614,000 | +11.4% | 6,710 | -1.5% | 0.28% | -8.7% |
| Q3 2020 | $551,000 | +2.8% | 6,810 | 0.0% | 0.31% | -6.9% |
| Q2 2020 | $536,000 | -6.8% | 6,810 | +10.9% | 0.33% | -11.2% |
| Q4 2019 | $575,000 | – | 6,140 | – | 0.37% | – |
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% |