VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,982,883 | +12.8% | 38,549 | +15.8% | 0.91% | +13.8% |
| Q2 2023 | $3,532,237 | -5.8% | 33,301 | -6.3% | 0.80% | -11.2% |
| Q1 2023 | $3,750,420 | -2.1% | 35,549 | +0.5% | 0.90% | -7.5% |
| Q4 2022 | $3,829,227 | +12.4% | 35,387 | -1.5% | 0.97% | +11.6% |
| Q3 2022 | $3,407,000 | -2.3% | 35,908 | +4.7% | 0.87% | -1.4% |
| Q2 2022 | $3,488,000 | +181.1% | 34,301 | +210.3% | 0.88% | +206.6% |
| Q1 2022 | $1,241,000 | -6.1% | 11,053 | -6.2% | 0.29% | -2.7% |
| Q4 2021 | $1,321,000 | +20.4% | 11,781 | +11.0% | 0.30% | +10.4% |
| Q3 2021 | $1,097,000 | -6.2% | 10,614 | -4.9% | 0.27% | -9.5% |
| Q2 2021 | $1,169,000 | -6.9% | 11,156 | -10.1% | 0.30% | -16.1% |
| Q1 2021 | $1,255,000 | +4.2% | 12,415 | -5.7% | 0.35% | -6.1% |
| Q4 2020 | $1,204,000 | +0.3% | 13,159 | -11.3% | 0.38% | -10.7% |
| Q3 2020 | $1,200,000 | -2.0% | 14,828 | -4.5% | 0.42% | -9.7% |
| Q2 2020 | $1,224,000 | -8.9% | 15,531 | -11.5% | 0.47% | -18.8% |
| Q1 2020 | $1,344,000 | -42.7% | 17,554 | -29.8% | 0.57% | -42.8% |
| Q4 2019 | $2,344,000 | – | 24,996 | – | 1.00% | – |
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% |