VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $800,906 | -2.2% | 6,753 | -0.3% | 0.01% | -7.1% |
Q1 2024 | $819,223 | +6.1% | 6,771 | -2.1% | 0.01% | 0.0% |
Q4 2023 | $771,810 | +11.2% | 6,914 | +3.0% | 0.01% | 0.0% |
Q3 2023 | $693,794 | -4.1% | 6,715 | -1.6% | 0.01% | 0.0% |
Q2 2023 | $723,822 | -12.4% | 6,824 | -12.9% | 0.01% | -22.2% |
Q1 2023 | $826,382 | -13.6% | 7,833 | -11.4% | 0.02% | -18.2% |
Q4 2022 | $956,901 | +17.1% | 8,843 | +2.7% | 0.02% | +15.8% |
Q3 2022 | $817,000 | -6.1% | 8,608 | +0.6% | 0.02% | 0.0% |
Q2 2022 | $870,000 | -9.9% | 8,553 | -0.6% | 0.02% | +11.8% |
Q1 2022 | $966,000 | +31.2% | 8,604 | +31.0% | 0.02% | +30.8% |
Q4 2021 | $736,000 | -6.4% | 6,567 | -13.7% | 0.01% | -13.3% |
Q3 2021 | $786,000 | -8.0% | 7,606 | -6.7% | 0.02% | 0.0% |
Q2 2021 | $854,000 | +49.0% | 8,151 | +43.8% | 0.02% | +36.4% |
Q1 2021 | $573,000 | +5.9% | 5,669 | -4.1% | 0.01% | 0.0% |
Q4 2020 | $541,000 | +43.9% | 5,910 | +27.4% | 0.01% | +22.2% |
Q3 2020 | $376,000 | -90.0% | 4,640 | -90.3% | 0.01% | -90.8% |
Q2 2020 | $3,774,000 | +11.1% | 47,908 | -0.2% | 0.10% | -4.9% |
Q1 2020 | $3,397,000 | -23.6% | 48,018 | +1.2% | 0.10% | -6.4% |
Q4 2019 | $4,448,000 | +27.0% | 47,463 | +20.3% | 0.11% | +15.8% |
Q3 2019 | $3,502,000 | +0.6% | 39,468 | -0.9% | 0.10% | 0.0% |
Q2 2019 | $3,480,000 | +2.7% | 39,823 | +0.7% | 0.10% | +4.4% |
Q1 2019 | $3,389,000 | +19.8% | 39,563 | +9.0% | 0.09% | +3.4% |
Q4 2018 | $2,830,000 | +5.7% | 36,289 | +18.1% | 0.09% | +29.4% |
Q3 2018 | $2,677,000 | +17.1% | 30,739 | +11.7% | 0.07% | +9.7% |
Q2 2018 | $2,286,000 | -1.8% | 27,528 | -2.5% | 0.06% | +3.3% |
Q1 2018 | $2,329,000 | +2.7% | 28,229 | +6.6% | 0.06% | +3.4% |
Q4 2017 | $2,267,000 | +17.5% | 26,469 | +11.2% | 0.06% | +11.5% |
Q3 2017 | $1,930,000 | +2.9% | 23,811 | -0.7% | 0.05% | 0.0% |
Q2 2017 | $1,875,000 | -6.2% | 23,990 | -6.8% | 0.05% | -8.8% |
Q1 2017 | $1,999,000 | +2.7% | 25,754 | +0.3% | 0.06% | 0.0% |
Q4 2016 | $1,946,000 | -30.7% | 25,683 | -34.0% | 0.06% | -30.5% |
Q3 2016 | $2,809,000 | -43.8% | 38,931 | -44.4% | 0.08% | -45.0% |
Q2 2016 | $5,000,000 | +140.6% | 69,974 | +132.4% | 0.15% | +136.5% |
Q1 2016 | $2,078,000 | +4.5% | 30,103 | +1.0% | 0.06% | +6.8% |
Q4 2015 | $1,989,000 | +6.2% | 29,795 | -0.4% | 0.06% | +3.5% |
Q3 2015 | $1,873,000 | -77.5% | 29,905 | -77.6% | 0.06% | -78.6% |
Q4 2013 | $8,322,000 | +6.2% | 133,531 | -2.1% | 0.27% | -3.6% |
Q3 2013 | $7,838,000 | +9.4% | 136,335 | +7.2% | 0.28% | -0.4% |
Q2 2013 | $7,167,000 | – | 127,145 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,330 | $185,475,000 | 11.07% |
SEARCY FINANCIAL SERVICES INC /ADV | 161,209 | $14,304,000 | 10.60% |
Edge Capital Group, LLC | 1,025,699 | $91,010,000 | 9.20% |
MARINO, STRAM & ASSOCIATES LLC | 143,044 | $12,692,000 | 8.99% |
Global Strategic Investment Solutions, LLC | 252,511 | $22,405,000 | 8.75% |
Armor Investment Advisors, LLC | 119,215 | $10,578,000 | 8.66% |
Measured Wealth Private Client Group, LLC | 150,988 | $13,397,000 | 8.66% |
Berkeley Capital Partners, LLC | 163,134 | $14,475,000 | 7.64% |
Opus Capital Group, LLC | 269,917 | $23,950,000 | 7.37% |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6,626,076 | $587,739,000 | 7.37% |