VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $77,721,071 | +7.5% | 651,804 | +8.7% | 0.02% | +4.5% |
Q1 2024 | $72,285,526 | +10.6% | 599,532 | +3.1% | 0.02% | +10.0% |
Q4 2023 | $65,347,105 | -5.5% | 581,743 | -9.1% | 0.02% | -16.7% |
Q3 2023 | $69,124,416 | -3.2% | 640,219 | -3.8% | 0.02% | -4.0% |
Q2 2023 | $71,423,363 | -4.1% | 665,698 | -5.7% | 0.02% | -16.7% |
Q1 2023 | $74,465,847 | -0.7% | 705,704 | +2.2% | 0.03% | -6.2% |
Q4 2022 | $74,985,183 | +31.3% | 690,281 | +24.8% | 0.03% | +28.0% |
Q3 2022 | $57,128,000 | +26.5% | 552,921 | +35.5% | 0.02% | +19.0% |
Q2 2022 | $45,162,000 | +15.6% | 408,001 | +19.3% | 0.02% | +10.5% |
Q1 2022 | $39,059,000 | +12.5% | 342,133 | +10.5% | 0.02% | +5.6% |
Q4 2021 | $34,715,000 | +10.7% | 309,707 | +3.9% | 0.02% | +28.6% |
Q3 2021 | $31,368,000 | +2015.2% | 298,089 | +1994.8% | 0.01% | +1300.0% |
Q2 2021 | $1,483,000 | +37.8% | 14,230 | +35.1% | 0.00% | 0.0% |
Q1 2021 | $1,076,000 | -85.0% | 10,533 | -86.1% | 0.00% | -80.0% |
Q4 2020 | $7,151,000 | +11.9% | 75,705 | -3.2% | 0.01% | 0.0% |
Q3 2020 | $6,389,000 | +322.0% | 78,184 | +300.5% | 0.01% | +400.0% |
Q2 2020 | $1,514,000 | +5.3% | 19,522 | -4.9% | 0.00% | -50.0% |
Q1 2020 | $1,438,000 | +5.9% | 20,530 | +41.7% | 0.00% | +100.0% |
Q4 2019 | $1,358,000 | -20.1% | 14,484 | -24.4% | 0.00% | 0.0% |
Q3 2019 | $1,699,000 | -95.3% | 19,150 | -95.4% | 0.00% | -96.8% |
Q2 2019 | $36,225,000 | -0.5% | 414,568 | -2.5% | 0.03% | 0.0% |
Q1 2019 | $36,419,000 | +11.2% | 425,142 | +1.2% | 0.03% | 0.0% |
Q4 2018 | $32,750,000 | -12.2% | 419,926 | -2.0% | 0.03% | +6.9% |
Q3 2018 | $37,317,000 | +1.8% | 428,475 | -2.9% | 0.03% | -3.3% |
Q2 2018 | $36,651,000 | -3.2% | 441,311 | -3.9% | 0.03% | -11.8% |
Q1 2018 | $37,869,000 | -6.8% | 459,073 | -3.2% | 0.03% | -2.9% |
Q4 2017 | $40,611,000 | -0.8% | 474,272 | -6.1% | 0.04% | -7.9% |
Q3 2017 | $40,959,000 | -3.7% | 505,231 | -7.1% | 0.04% | -7.3% |
Q2 2017 | $42,515,000 | -4.1% | 543,942 | -4.7% | 0.04% | -2.4% |
Q1 2017 | $44,320,000 | +0.0% | 570,764 | -4.4% | 0.04% | -10.6% |
Q4 2016 | $44,304,000 | +9.7% | 596,842 | +6.6% | 0.05% | +6.8% |
Q3 2016 | $40,396,000 | +8.4% | 559,967 | +7.3% | 0.04% | +2.3% |
Q2 2016 | $37,280,000 | -84.5% | 521,688 | -85.0% | 0.04% | -83.2% |
Q1 2016 | $239,994,000 | +6.8% | 3,476,142 | +3.3% | 0.26% | -4.5% |
Q4 2015 | $224,649,000 | +7.0% | 3,365,531 | +0.4% | 0.27% | -7.6% |
Q3 2015 | $210,039,000 | -7.4% | 3,352,585 | -0.5% | 0.29% | +9.0% |
Q2 2015 | $226,850,000 | -0.9% | 3,369,727 | +0.6% | 0.27% | +0.4% |
Q1 2015 | $228,829,000 | +1.7% | 3,350,357 | +2.4% | 0.26% | +3.9% |
Q4 2014 | $225,014,000 | +11.8% | 3,272,926 | +8.0% | 0.26% | +11.8% |
Q3 2014 | $201,187,000 | +5.0% | 3,029,457 | +4.8% | 0.23% | +6.5% |
Q2 2014 | $191,690,000 | +6.8% | 2,890,594 | +1.7% | 0.21% | -7.4% |
Q1 2014 | $179,424,000 | +3.3% | 2,842,596 | +2.0% | 0.23% | -2.9% |
Q4 2013 | $173,639,000 | +8.5% | 2,786,259 | +0.1% | 0.24% | -4.4% |
Q3 2013 | $160,088,000 | +3.1% | 2,784,597 | +1.0% | 0.25% | -9.5% |
Q2 2013 | $155,340,000 | – | 2,755,740 | – | 0.28% | – |
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% |