VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,016,669 | +14.1% | 9,840 | +17.2% | 0.06% | +19.1% |
Q2 2023 | $890,882 | -2.2% | 8,399 | -2.7% | 0.05% | -6.0% |
Q1 2023 | $910,571 | -3.3% | 8,631 | -0.8% | 0.05% | -5.7% |
Q4 2022 | $941,211 | +29.6% | 8,698 | +13.6% | 0.05% | +15.2% |
Q3 2022 | $726,000 | -6.2% | 7,657 | +0.7% | 0.05% | +2.2% |
Q2 2022 | $774,000 | -3.0% | 7,607 | +6.9% | 0.04% | +7.1% |
Q1 2022 | $798,000 | -1.4% | 7,113 | -1.4% | 0.04% | +2.4% |
Q4 2021 | $809,000 | -7.4% | 7,213 | -14.7% | 0.04% | -18.0% |
Q3 2021 | $874,000 | +1.4% | 8,452 | +2.7% | 0.05% | 0.0% |
Q2 2021 | $862,000 | +234.1% | 8,229 | +222.1% | 0.05% | +212.5% |
Q1 2021 | $258,000 | -14.6% | 2,555 | -34.2% | 0.02% | -36.0% |
Q1 2017 | $302,000 | – | 3,883 | – | 0.02% | – |
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% |