VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 692 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,239 | +12.4% | 120,059 | +14.7% | 1.40% | +0.8% |
| Q1 2024 | $12,664 | -4.2% | 104,687 | -11.7% | 1.38% | -14.7% |
| Q4 2023 | $13,226 | +9.3% | 118,523 | +1.3% | 1.62% | -2.3% |
| Q3 2023 | $12,097 | -14.5% | 117,056 | -12.3% | 1.66% | -9.0% |
| Q2 2023 | $14,154 | -1.5% | 133,440 | -2.0% | 1.83% | -6.4% |
| Q1 2023 | $14,367 | -99.9% | 136,194 | +23.3% | 1.95% | +31.8% |
| Q4 2021 | $12,388,000 | +18.4% | 110,497 | +9.1% | 1.48% | -1.7% |
| Q3 2021 | $10,467,000 | +3.4% | 101,280 | +4.8% | 1.50% | +0.2% |
| Q2 2021 | $10,125,000 | +19.3% | 96,640 | +15.1% | 1.50% | -1.4% |
| Q1 2021 | $8,486,000 | +23.6% | 83,950 | +11.9% | 1.52% | +0.9% |
| Q4 2020 | $6,863,000 | +23.1% | 74,998 | +8.9% | 1.51% | -15.9% |
| Q3 2020 | $5,575,000 | +20.7% | 68,886 | +17.5% | 1.80% | +2.5% |
| Q2 2020 | $4,619,000 | +27.6% | 58,631 | +14.6% | 1.75% | -8.8% |
| Q1 2020 | $3,621,000 | +1251.1% | 51,164 | +1691.5% | 1.92% | +1663.3% |
| Q4 2019 | $268,000 | +11.2% | 2,856 | +5.2% | 0.11% | -27.8% |
| Q3 2019 | $241,000 | +17.6% | 2,716 | +16.0% | 0.15% | +14.4% |
| Q2 2019 | $205,000 | -22.9% | 2,342 | -24.5% | 0.13% | -35.0% |
| Q1 2019 | $266,000 | +23.7% | 3,101 | +12.4% | 0.20% | -1.9% |
| Q4 2018 | $215,000 | -15.0% | 2,759 | -5.2% | 0.21% | +10.1% |
| Q3 2018 | $253,000 | -3.4% | 2,909 | -7.8% | 0.19% | -16.8% |
| Q2 2018 | $262,000 | -2.2% | 3,156 | -2.7% | 0.23% | -11.7% |
| Q1 2018 | $268,000 | -43.5% | 3,243 | -41.4% | 0.26% | -48.3% |
| Q4 2017 | $474,000 | +10.2% | 5,531 | +4.2% | 0.50% | -7.6% |
| Q3 2017 | $430,000 | -7.3% | 5,309 | -10.6% | 0.54% | +269.7% |
| Q2 2017 | $464,000 | – | 5,940 | – | 0.14% | – |
Download | ||||||
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% |