VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228 | -2.6% | 2,210 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $234 | -5.6% | 2,210 | -6.0% | 0.01% | 0.0% |
| Q1 2023 | $248 | -2.4% | 2,350 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $254 | -99.9% | 2,350 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $223,000 | -31.8% | 2,350 | -27.0% | 0.01% | -33.3% |
| Q2 2022 | $327,000 | +25.8% | 3,218 | +38.8% | 0.01% | +50.0% |
| Q1 2022 | $260,000 | 0.0% | 2,318 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $260,000 | -6.1% | 2,318 | -13.4% | 0.01% | -14.3% |
| Q3 2021 | $277,000 | -1.4% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $281,000 | +3.7% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $271,000 | -38.0% | 2,678 | -51.7% | 0.01% | -56.2% |
| Q2 2020 | $437,000 | +11.2% | 5,550 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $393,000 | -24.4% | 5,550 | 0.0% | 0.02% | -5.9% |
| Q4 2019 | $520,000 | +5.7% | 5,550 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $492,000 | +132.1% | 5,550 | +124.0% | 0.02% | +112.5% |
| Q4 2017 | $212,000 | +5.5% | 2,478 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $201,000 | – | 2,478 | – | 0.01% | – |
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% |