VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $2,054,634 | -2.8% | 19,475 | -0.3% | 1.97% | -8.8% |
Q4 2022 | $2,114,722 | -12.7% | 19,543 | -23.5% | 2.16% | -4.6% |
Q3 2022 | $2,423,000 | +20.8% | 25,539 | +29.5% | 2.26% | -12.9% |
Q2 2022 | $2,006,000 | -6.5% | 19,720 | +3.1% | 2.59% | +80.1% |
Q1 2022 | $2,146,000 | -8.5% | 19,122 | -8.6% | 1.44% | -8.1% |
Q4 2021 | $2,346,000 | +13.9% | 20,926 | +5.0% | 1.57% | -1.8% |
Q3 2021 | $2,060,000 | -1.2% | 19,929 | +0.2% | 1.60% | -1.8% |
Q2 2021 | $2,084,000 | +81.5% | 19,888 | +75.2% | 1.63% | +66.8% |
Q1 2021 | $1,148,000 | +3.2% | 11,352 | -6.6% | 0.98% | +8.0% |
Q4 2020 | $1,112,000 | +10.1% | 12,149 | -2.6% | 0.90% | +0.9% |
Q3 2020 | $1,010,000 | -17.8% | 12,479 | -19.9% | 0.90% | -26.6% |
Q2 2020 | $1,228,000 | +9.9% | 15,585 | -1.3% | 1.22% | -10.3% |
Q1 2020 | $1,117,000 | -38.0% | 15,786 | -17.8% | 1.36% | -17.0% |
Q4 2019 | $1,803,000 | – | 19,207 | – | 1.64% | – |
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% |