VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $243,947 | +20.5% | 2,429 | +31.2% | 0.01% | +20.0% |
Q2 2023 | $202,411 | -9.8% | 1,852 | -12.9% | 0.01% | -28.6% |
Q1 2023 | $224,333 | -5.4% | 2,126 | -1.3% | 0.01% | -6.7% |
Q4 2022 | $237,088 | -90.5% | 2,154 | -90.7% | 0.02% | -92.1% |
Q3 2022 | $2,503,000 | +4.0% | 23,276 | -1.7% | 0.19% | -10.0% |
Q2 2022 | $2,407,000 | -10.5% | 23,672 | -1.2% | 0.21% | -9.9% |
Q1 2022 | $2,688,000 | -4.9% | 23,949 | -5.0% | 0.23% | -11.4% |
Q4 2021 | $2,826,000 | +6.6% | 25,211 | -1.7% | 0.26% | -13.2% |
Q3 2021 | $2,652,000 | -3.6% | 25,657 | -2.3% | 0.30% | -19.6% |
Q2 2021 | $2,751,000 | -1.8% | 26,258 | -5.2% | 0.38% | -23.7% |
Q1 2021 | $2,800,000 | +5.1% | 27,700 | -4.8% | 0.49% | -20.6% |
Q4 2020 | $2,663,000 | – | 29,101 | – | 0.62% | – |
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% |