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 | $1,459,498 | -41.8% | 14,126 | -40.2% | 0.06% | -31.1% |
| Q2 2023 | $2,506,381 | +4.5% | 23,629 | +4.0% | 0.09% | -3.2% |
| Q1 2023 | $2,397,962 | -2.3% | 22,729 | +0.2% | 0.09% | -9.7% |
| Q4 2022 | $2,455,555 | +22.0% | 22,692 | +7.0% | 0.10% | +13.2% |
| Q3 2022 | $2,012,000 | -4.0% | 21,208 | +2.9% | 0.09% | -3.2% |
| Q2 2022 | $2,095,000 | +56.6% | 20,601 | +72.8% | 0.09% | +74.1% |
| Q1 2022 | $1,338,000 | +11.0% | 11,922 | +10.8% | 0.05% | -12.9% |
| Q4 2021 | $1,205,000 | +7.8% | 10,757 | +0.9% | 0.06% | +10.7% |
| Q2 2021 | $1,117,477 | +6.4% | 10,666 | +2.6% | 0.06% | -6.7% |
| Q1 2021 | $1,050,628 | +18.4% | 10,393 | +7.2% | 0.06% | +1.7% |
| Q4 2020 | $887,555 | -36.6% | 9,699 | -43.9% | 0.06% | -47.3% |
| Q3 2020 | $1,399,169 | -1.9% | 17,289 | -4.5% | 0.11% | -8.2% |
| Q2 2020 | $1,426,126 | +4.9% | 18,103 | -5.8% | 0.12% | -17.6% |
| Q1 2020 | $1,359,951 | -32.7% | 19,222 | -10.8% | 0.15% | -14.0% |
| Q4 2019 | $2,019,258 | +7.5% | 21,548 | +1.8% | 0.17% | -4.4% |
| Q3 2019 | $1,878,218 | -10.1% | 21,168 | +10.6% | 0.18% | -4.8% |
| Q2 2019 | $2,088,831 | -2.8% | 19,146 | -23.7% | 0.19% | -19.2% |
| Q1 2019 | $2,148,725 | +3.1% | 25,084 | -6.1% | 0.23% | -13.7% |
| Q4 2018 | $2,083,269 | -7.9% | 26,712 | +2.8% | 0.27% | +5.4% |
| Q3 2018 | $2,262,598 | +1.2% | 25,980 | -3.5% | 0.26% | -11.4% |
| Q2 2018 | $2,235,623 | +3.9% | 26,919 | +3.2% | 0.29% | -7.9% |
| Q1 2018 | $2,151,669 | -5.9% | 26,084 | -2.3% | 0.32% | -3.7% |
| Q4 2017 | $2,286,578 | +23.5% | 26,703 | +16.9% | 0.33% | +9.4% |
| Q3 2017 | $1,852,125 | +4.3% | 22,846 | +0.6% | 0.30% | -10.2% |
| Q2 2017 | $1,775,248 | +13.3% | 22,713 | +12.5% | 0.33% | -3.2% |
| Q1 2017 | $1,567,288 | -2.7% | 20,184 | -5.0% | 0.34% | -15.1% |
| Q4 2016 | $1,610,264 | +66.4% | 21,252 | +58.4% | 0.40% | +54.6% |
| Q3 2016 | $967,975 | -18.7% | 13,418 | -19.5% | 0.26% | -27.4% |
| Q2 2016 | $1,190,381 | +51.1% | 16,658 | +46.0% | 0.36% | +34.2% |
| Q1 2016 | $787,746 | – | 11,410 | – | 0.27% | – |
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% |