VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $28,000 | -95.7% | 250 | -96.0% | 0.01% | -94.5% |
| Q3 2021 | $647,000 | +3.7% | 6,264 | +5.1% | 0.24% | +3.5% |
| Q2 2021 | $624,000 | +6.5% | 5,961 | +2.9% | 0.23% | -0.4% |
| Q1 2021 | $586,000 | +85.4% | 5,794 | +68.0% | 0.23% | +71.4% |
| Q4 2020 | $316,000 | +20.6% | 3,449 | +6.5% | 0.13% | -2.2% |
| Q3 2020 | $262,000 | +8.3% | 3,239 | +5.5% | 0.14% | +0.7% |
| Q2 2020 | $242,000 | -10.0% | 3,071 | -20.0% | 0.14% | -59.5% |
| Q1 2020 | $269,000 | -84.7% | 3,838 | -79.5% | 0.33% | -64.0% |
| Q4 2019 | $1,754,000 | +1152.9% | 18,753 | +1092.2% | 0.93% | +895.7% |
| Q3 2019 | $140,000 | -32.7% | 1,573 | -33.8% | 0.09% | -33.1% |
| Q2 2019 | $208,000 | -49.6% | 2,375 | -50.7% | 0.14% | -53.0% |
| Q1 2019 | $413,000 | -14.0% | 4,819 | -21.1% | 0.30% | -20.6% |
| Q4 2018 | $480,000 | -50.9% | 6,104 | -45.9% | 0.37% | -42.9% |
| Q3 2018 | $978,000 | -34.1% | 11,274 | -37.0% | 0.65% | -39.1% |
| Q2 2018 | $1,484,000 | -11.8% | 17,891 | -12.2% | 1.07% | -12.8% |
| Q1 2018 | $1,683,000 | – | 20,373 | – | 1.23% | – |
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% |