VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 263 filers reported holding VANGUARD WHITEHALL FDS in Q1 2014. The put-call ratio across all filers is 1.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,800,346 | +2.1% | 36,782 | +4.8% | 1.48% | +8.3% |
Q2 2023 | $3,723,319 | +6.8% | 35,102 | +6.2% | 1.37% | +3.3% |
Q1 2023 | $3,487,253 | +11.9% | 33,055 | +14.7% | 1.32% | +8.1% |
Q4 2022 | $3,117,502 | +21.5% | 28,810 | +6.5% | 1.22% | +12.6% |
Q3 2022 | $2,566,000 | -6.9% | 27,049 | -0.1% | 1.09% | -0.1% |
Q2 2022 | $2,755,000 | -2.5% | 27,088 | +7.6% | 1.09% | +13.6% |
Q1 2022 | $2,826,000 | +1.1% | 25,180 | +1.0% | 0.96% | +5.6% |
Q4 2021 | $2,795,000 | +9.3% | 24,929 | +0.8% | 0.91% | +4.6% |
Q3 2021 | $2,557,000 | +15.4% | 24,742 | +17.0% | 0.87% | +13.6% |
Q2 2021 | $2,215,000 | +4.9% | 21,140 | +1.2% | 0.76% | +2.1% |
Q1 2021 | $2,112,000 | +19.1% | 20,890 | +7.7% | 0.75% | +16.5% |
Q4 2020 | $1,774,000 | +13.1% | 19,390 | 0.0% | 0.64% | +3.2% |
Q3 2020 | $1,569,000 | +15.2% | 19,390 | +12.1% | 0.62% | +12.7% |
Q2 2020 | $1,362,000 | -90.0% | 17,290 | -91.4% | 0.55% | -89.8% |
Q1 2020 | $13,577,000 | +740.2% | 200,293 | +1061.8% | 5.39% | +766.4% |
Q4 2019 | $1,616,000 | +10.8% | 17,240 | +4.9% | 0.62% | +12.3% |
Q3 2019 | $1,459,000 | +5.0% | 16,440 | +3.4% | 0.55% | -9.5% |
Q2 2019 | $1,389,000 | +4.3% | 15,900 | +2.3% | 0.61% | +4.4% |
Q1 2019 | $1,332,000 | +35.5% | 15,550 | +23.4% | 0.59% | +32.6% |
Q4 2018 | $983,000 | -5.9% | 12,600 | +5.0% | 0.44% | +41.2% |
Q3 2018 | $1,045,000 | +23.4% | 12,000 | +17.6% | 0.31% | -14.0% |
Q2 2018 | $847,000 | +0.7% | 10,200 | 0.0% | 0.36% | 0.0% |
Q1 2018 | $841,000 | -16.1% | 10,200 | -12.8% | 0.36% | -13.5% |
Q4 2017 | $1,002,000 | -10.5% | 11,700 | -15.2% | 0.42% | -18.4% |
Q3 2017 | $1,119,000 | +0.8% | 13,800 | -2.8% | 0.52% | -7.4% |
Q2 2017 | $1,110,000 | +2.9% | 14,200 | +2.2% | 0.56% | -0.5% |
Q1 2017 | $1,079,000 | -1.8% | 13,900 | -4.1% | 0.56% | -4.1% |
Q4 2016 | $1,099,000 | +5.1% | 14,500 | 0.0% | 0.58% | +1.2% |
Q3 2016 | $1,046,000 | -9.4% | 14,500 | -10.2% | 0.58% | -10.3% |
Q2 2016 | $1,154,000 | +3.5% | 16,150 | 0.0% | 0.64% | +0.6% |
Q1 2016 | $1,115,000 | +32.1% | 16,150 | +27.7% | 0.64% | +29.9% |
Q4 2015 | $844,000 | +16.1% | 12,650 | +9.1% | 0.49% | +9.6% |
Q3 2015 | $727,000 | -6.9% | 11,600 | 0.0% | 0.45% | -0.9% |
Q2 2015 | $781,000 | -1.4% | 11,600 | 0.0% | 0.45% | +1.1% |
Q1 2015 | $792,000 | -0.8% | 11,600 | 0.0% | 0.45% | -1.3% |
Q4 2014 | $798,000 | +3.6% | 11,600 | 0.0% | 0.45% | +0.7% |
Q3 2014 | $770,000 | +0.1% | 11,600 | 0.0% | 0.45% | +12.2% |
Q2 2014 | $769,000 | +32.4% | 11,600 | +26.1% | 0.40% | +26.0% |
Q1 2014 | $581,000 | – | 9,200 | – | 0.32% | – |
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% |