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 | $1,329,948 | -1.3% | 12,872 | +1.3% | 0.18% | +2.3% |
| Q2 2023 | $1,347,431 | -0.1% | 12,703 | -0.7% | 0.17% | -6.0% |
| Q1 2023 | $1,349,148 | +13.3% | 12,788 | +16.3% | 0.18% | +10.9% |
| Q4 2022 | $1,190,258 | +25.4% | 11,000 | +9.9% | 0.16% | +14.6% |
| Q3 2022 | $949,000 | +15.2% | 10,006 | +23.5% | 0.14% | +13.4% |
| Q2 2022 | $824,000 | +73.5% | 8,101 | +91.4% | 0.13% | +95.4% |
| Q1 2022 | $475,000 | +109.3% | 4,232 | +74.4% | 0.06% | +38.3% |
| Q4 2019 | $227,000 | -1.3% | 2,426 | -6.5% | 0.05% | -7.8% |
| Q3 2019 | $230,000 | +1.8% | 2,596 | +0.2% | 0.05% | 0.0% |
| Q2 2019 | $226,000 | – | 2,591 | – | 0.05% | – |
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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% |