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 | $229,681 | -14.3% | 2,223 | -6.8% | 0.06% | -8.1% |
| Q1 2022 | $268,000 | +0.4% | 2,386 | 0.0% | 0.06% | -4.6% |
| Q4 2021 | $267,000 | +8.1% | 2,386 | 0.0% | 0.06% | -5.8% |
| Q3 2021 | $247,000 | -1.2% | 2,386 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $250,000 | -8.8% | 2,386 | -24.0% | 0.07% | -62.8% |
| Q2 2019 | $274,000 | +1.9% | 3,138 | 0.0% | 0.19% | -2.6% |
| Q1 2019 | $269,000 | -32.2% | 3,138 | -38.4% | 0.20% | -35.7% |
| Q4 2018 | $397,000 | – | 5,095 | – | 0.30% | – |
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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% |