VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $968 | -99.9% | 8,942 | +9.9% | 0.51% | +9.2% |
| Q3 2022 | $772,000 | -6.8% | 8,138 | 0.0% | 0.47% | -8.6% |
| Q2 2022 | $828,000 | -9.3% | 8,138 | 0.0% | 0.51% | +5.6% |
| Q1 2022 | $913,000 | +0.1% | 8,138 | 0.0% | 0.48% | +5.9% |
| Q4 2021 | $912,000 | +8.4% | 8,138 | 0.0% | 0.46% | +2.5% |
| Q3 2021 | $841,000 | -1.4% | 8,138 | 0.0% | 0.45% | -3.7% |
| Q2 2021 | $853,000 | +3.6% | 8,138 | 0.0% | 0.46% | 0.0% |
| Q1 2021 | $823,000 | +10.5% | 8,138 | 0.0% | 0.46% | +4.8% |
| Q4 2020 | $745,000 | +13.1% | 8,138 | 0.0% | 0.44% | -3.9% |
| Q3 2020 | $659,000 | +2.8% | 8,138 | 0.0% | 0.46% | -2.3% |
| Q2 2020 | $641,000 | +11.3% | 8,138 | 0.0% | 0.47% | -8.9% |
| Q1 2020 | $576,000 | -24.5% | 8,138 | 0.0% | 0.52% | -5.7% |
| Q4 2019 | $763,000 | +5.7% | 8,138 | 0.0% | 0.55% | +5.8% |
| Q3 2019 | $722,000 | +1.5% | 8,138 | 0.0% | 0.52% | -1.9% |
| Q2 2019 | $711,000 | +2.0% | 8,138 | 0.0% | 0.53% | +0.2% |
| Q1 2019 | $697,000 | +9.8% | 8,138 | 0.0% | 0.53% | -1.1% |
| Q4 2018 | $635,000 | -10.4% | 8,138 | 0.0% | 0.53% | -16.7% |
| Q3 2018 | $709,000 | +4.9% | 8,138 | 0.0% | 0.64% | +3.7% |
| Q2 2018 | $676,000 | +0.7% | 8,138 | 0.0% | 0.62% | -2.8% |
| Q1 2018 | $671,000 | -3.7% | 8,138 | 0.0% | 0.64% | -4.8% |
| Q4 2017 | $697,000 | – | 8,138 | – | 0.67% | – |
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% |