VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 585 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $220,952 | -5.0% | 1,863 | -3.1% | 0.01% | -12.5% |
| Q1 2024 | $232,543 | +11.8% | 1,922 | +3.2% | 0.01% | +14.3% |
| Q4 2023 | $207,967 | +8.0% | 1,863 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $192,486 | -11.9% | 1,863 | -9.5% | 0.01% | -12.5% |
| Q2 2023 | $218,399 | +0.5% | 2,059 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $217,225 | -2.5% | 2,059 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $222,804 | +14.3% | 2,059 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $195,000 | -6.7% | 2,059 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $209,000 | -9.5% | 2,059 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $231,000 | 0.0% | 2,059 | 0.0% | 0.01% | +12.5% |
| Q4 2021 | $231,000 | +23.5% | 2,059 | +13.6% | 0.01% | -20.0% |
| Q3 2021 | $187,000 | -1.6% | 1,813 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $190,000 | -55.9% | 1,813 | -57.5% | 0.01% | -61.5% |
| Q1 2021 | $431,000 | +159.6% | 4,263 | +135.1% | 0.03% | +136.4% |
| Q4 2020 | $166,000 | -15.7% | 1,813 | -25.6% | 0.01% | -26.7% |
| Q3 2020 | $197,000 | +2.6% | 2,438 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $192,000 | +2.7% | 2,438 | -7.6% | 0.02% | -15.8% |
| Q1 2020 | $187,000 | -24.3% | 2,638 | 0.0% | 0.02% | -5.0% |
| Q4 2019 | $247,000 | +5.6% | 2,638 | 0.0% | 0.02% | -9.1% |
| Q3 2019 | $234,000 | +10.9% | 2,638 | +9.3% | 0.02% | +15.8% |
| Q2 2019 | $211,000 | -78.0% | 2,413 | -80.6% | 0.02% | -81.6% |
| Q1 2017 | $960,000 | +19.9% | 12,413 | +10.7% | 0.10% | +7.3% |
| Q2 2016 | $801,000 | +3.0% | 11,213 | -0.4% | 0.10% | 0.0% |
| Q1 2016 | $778,000 | +5.0% | 11,263 | +1.4% | 0.10% | +2.1% |
| Q4 2015 | $741,000 | +24.3% | 11,105 | +15.6% | 0.09% | +20.5% |
| Q3 2015 | $596,000 | +14.8% | 9,605 | +24.7% | 0.08% | +23.8% |
| Q2 2015 | $519,000 | -2.1% | 7,705 | -0.6% | 0.06% | 0.0% |
| Q1 2015 | $530,000 | -0.6% | 7,755 | 0.0% | 0.06% | -1.6% |
| Q4 2014 | $533,000 | +17.1% | 7,755 | +13.1% | 0.06% | +16.4% |
| Q3 2014 | $455,000 | -3.8% | 6,855 | -3.9% | 0.06% | -3.5% |
| Q2 2014 | $473,000 | +15.6% | 7,135 | +10.2% | 0.06% | +11.8% |
| Q1 2014 | $409,000 | +2.2% | 6,475 | +0.8% | 0.05% | -1.9% |
| Q4 2013 | $400,000 | +23.8% | 6,425 | +14.2% | 0.05% | +15.6% |
| Q3 2013 | $323,000 | +1.9% | 5,625 | 0.0% | 0.04% | -2.2% |
| Q2 2013 | $317,000 | – | 5,625 | – | 0.05% | – |
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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% |