VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,744 | -26.6% | 1,943 | -24.7% | 0.06% | -28.8% |
| Q2 2023 | $273,543 | -20.9% | 2,579 | -21.3% | 0.08% | -20.0% |
| Q1 2023 | $345,919 | +89284.8% | 3,279 | -8.4% | 0.10% | -20.0% |
| Q4 2022 | $387 | -99.9% | 3,579 | -4.1% | 0.12% | +1.6% |
| Q3 2022 | $354,000 | -7.6% | 3,731 | -1.0% | 0.12% | -0.8% |
| Q2 2022 | $383,000 | -14.7% | 3,770 | -5.7% | 0.12% | -0.8% |
| Q1 2022 | $449,000 | +0.2% | 3,999 | +0.2% | 0.12% | 0.0% |
| Q4 2021 | $448,000 | +8.0% | 3,993 | -0.5% | 0.12% | -0.8% |
| Q3 2021 | $415,000 | -1.2% | 4,013 | +0.2% | 0.13% | -1.6% |
| Q2 2021 | $420,000 | +10.2% | 4,005 | +6.3% | 0.13% | +4.1% |
| Q1 2021 | $381,000 | +27.9% | 3,768 | +15.5% | 0.12% | +18.3% |
| Q4 2020 | $298,000 | +13.3% | 3,261 | +0.3% | 0.10% | -1.9% |
| Q3 2020 | $263,000 | +3.1% | 3,252 | +0.3% | 0.11% | +32.5% |
| Q2 2020 | $255,000 | -17.7% | 3,243 | -26.0% | 0.08% | -41.6% |
| Q1 2020 | $310,000 | -29.4% | 4,382 | -6.5% | 0.14% | -23.0% |
| Q4 2019 | $439,000 | +21.3% | 4,687 | +13.6% | 0.18% | -13.6% |
| Q3 2019 | $362,000 | +16.8% | 4,126 | +16.4% | 0.21% | +10.8% |
| Q2 2019 | $310,000 | +2.3% | 3,544 | +0.1% | 0.19% | -10.6% |
| Q1 2019 | $303,000 | -4.4% | 3,540 | -12.9% | 0.21% | -25.7% |
| Q4 2018 | $317,000 | – | 4,065 | – | 0.28% | – |
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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% |