VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,849 | -2.6% | 3,057 | 0.0% | 0.03% | -34.8% |
| Q2 2023 | $324,256 | -0.4% | 3,057 | -1.0% | 0.05% | -4.2% |
| Q1 2023 | $325,679 | -3.3% | 3,087 | -0.8% | 0.05% | -2.0% |
| Q4 2022 | $336,749 | +13.4% | 3,112 | -0.6% | 0.05% | 0.0% |
| Q3 2022 | $297,000 | -7.5% | 3,132 | -0.8% | 0.05% | 0.0% |
| Q2 2022 | $321,000 | -9.8% | 3,157 | -0.5% | 0.05% | +2.1% |
| Q1 2022 | $356,000 | -2.5% | 3,172 | -2.3% | 0.05% | +2.1% |
| Q4 2021 | $365,000 | +73.8% | 3,247 | +62.4% | 0.05% | +62.1% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $202,000 | -5.6% | 2,000 | -14.8% | 0.03% | -12.1% |
| Q4 2020 | $214,000 | -1.4% | 2,347 | +1.3% | 0.03% | -2.9% |
| Q4 2019 | $217,000 | +5.3% | 2,317 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $206,000 | -37.4% | 2,317 | -38.7% | 0.04% | -32.1% |
| Q3 2018 | $329,000 | +31.1% | 3,782 | +24.4% | 0.05% | +29.3% |
| Q1 2018 | $251,000 | +9.6% | 3,040 | +13.6% | 0.04% | +13.9% |
| Q4 2017 | $229,000 | +4.6% | 2,675 | -1.1% | 0.04% | +2.9% |
| Q3 2017 | $219,000 | -7.2% | 2,705 | -10.7% | 0.04% | -7.9% |
| Q2 2017 | $236,000 | +1.3% | 3,030 | -11.3% | 0.04% | +2.7% |
| Q1 2015 | $233,000 | +2.6% | 3,415 | +3.3% | 0.04% | +2.8% |
| Q4 2014 | $227,000 | +3.2% | 3,305 | -0.3% | 0.04% | +2.9% |
| Q3 2014 | $220,000 | 0.0% | 3,315 | 0.0% | 0.04% | +6.1% |
| Q2 2014 | $220,000 | +4.3% | 3,315 | -0.7% | 0.03% | +6.5% |
| Q1 2014 | $211,000 | +1.4% | 3,340 | 0.0% | 0.03% | +3.3% |
| Q4 2013 | $208,000 | – | 3,340 | – | 0.03% | – |
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% |