VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,617 | +0.2% | 4,071 | +2.9% | 0.21% | +3.9% |
| Q2 2023 | $419,777 | -16.5% | 3,958 | -16.9% | 0.20% | -21.3% |
| Q1 2023 | $502,478 | +46.1% | 4,763 | +49.9% | 0.26% | +38.7% |
| Q4 2022 | $343,810 | +6.8% | 3,177 | -5.0% | 0.19% | -3.6% |
| Q3 2022 | $322,000 | +8.1% | 3,343 | +14.1% | 0.19% | +13.5% |
| Q2 2022 | $298,000 | -10.2% | 2,929 | +0.5% | 0.17% | +6.2% |
| Q1 2022 | $332,000 | -0.3% | 2,913 | -2.0% | 0.16% | -3.0% |
| Q4 2021 | $333,000 | -1.2% | 2,972 | -7.4% | 0.16% | -12.7% |
| Q3 2021 | $337,000 | -4.0% | 3,211 | -4.3% | 0.19% | -6.0% |
| Q2 2021 | $351,000 | +0.6% | 3,354 | -0.9% | 0.20% | +4.7% |
| Q1 2021 | $349,000 | +11.5% | 3,386 | -0.9% | 0.19% | +6.7% |
| Q4 2020 | $313,000 | -6.3% | 3,418 | -17.3% | 0.18% | -16.3% |
| Q3 2020 | $334,000 | +3.1% | 4,133 | +0.5% | 0.22% | -6.9% |
| Q2 2020 | $324,000 | -37.3% | 4,111 | -43.8% | 0.23% | -47.6% |
| Q1 2020 | $517,000 | -5.8% | 7,310 | +24.8% | 0.44% | 0.0% |
| Q4 2019 | $549,000 | – | 5,858 | – | 0.44% | – |
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% |