VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,019,501 | +2.0% | 1,626,205 | +4.7% | 0.10% | +6.5% |
| Q2 2023 | $164,754,627 | +17.3% | 1,553,263 | +16.6% | 0.09% | +16.5% |
| Q1 2023 | $140,490,499 | +14.7% | 1,331,664 | +17.6% | 0.08% | +2.6% |
| Q4 2022 | $122,489,067 | +26.3% | 1,131,957 | +10.8% | 0.08% | +13.2% |
| Q3 2022 | $96,956,733 | -1.2% | 1,021,888 | +6.3% | 0.07% | -1.4% |
| Q2 2022 | $98,131,857 | -5.5% | 961,230 | +5.4% | 0.07% | +1.5% |
| Q1 2022 | $103,809,453 | -4.4% | 912,056 | -5.9% | 0.07% | +3.0% |
| Q4 2021 | $108,560,000 | +411.0% | 969,544 | +317.6% | 0.07% | +230.0% |
| Q4 2020 | $21,244,000 | -58.0% | 232,151 | -67.6% | 0.02% | -64.3% |
| Q1 2020 | $50,621,000 | -9.7% | 715,498 | +19.6% | 0.06% | -5.1% |
| Q4 2019 | $56,080,000 | +35.4% | 598,443 | +27.8% | 0.06% | +28.3% |
| Q3 2019 | $41,408,000 | +83.8% | 468,098 | +81.5% | 0.05% | +76.9% |
| Q2 2019 | $22,530,000 | +127.1% | 257,840 | +122.7% | 0.03% | +136.4% |
| Q1 2019 | $9,919,000 | +298.4% | 115,790 | +262.7% | 0.01% | +266.7% |
| Q4 2018 | $2,490,000 | +2.1% | 31,926 | +14.0% | 0.00% | 0.0% |
| Q3 2018 | $2,439,000 | -28.9% | 27,999 | -32.2% | 0.00% | -25.0% |
| Q2 2018 | $3,431,000 | -20.2% | 41,304 | -20.8% | 0.00% | -20.0% |
| Q1 2018 | $4,300,000 | +44.2% | 52,135 | +49.8% | 0.01% | +66.7% |
| Q4 2017 | $2,981,000 | +26.0% | 34,807 | +19.3% | 0.00% | 0.0% |
| Q3 2017 | $2,366,000 | +59.4% | 29,181 | +53.7% | 0.00% | +50.0% |
| Q2 2017 | $1,484,000 | -51.5% | 18,988 | -51.8% | 0.00% | -50.0% |
| Q1 2017 | $3,058,000 | +2.9% | 39,385 | +0.4% | 0.00% | 0.0% |
| Q4 2016 | $2,973,000 | +11.8% | 39,236 | +6.4% | 0.00% | 0.0% |
| Q3 2016 | $2,660,000 | -2.7% | 36,870 | -3.6% | 0.00% | 0.0% |
| Q2 2016 | $2,733,000 | -33.5% | 38,248 | -35.6% | 0.00% | 0.0% |
| Q1 2016 | $4,109,000 | -0.6% | 59,371 | -4.2% | 0.00% | 0.0% |
| Q4 2015 | $4,135,000 | +4.0% | 61,951 | -2.4% | 0.00% | 0.0% |
| Q3 2015 | $3,976,000 | -60.3% | 63,457 | -57.4% | 0.00% | -66.7% |
| Q2 2015 | $10,021,000 | +1.6% | 148,862 | +3.0% | 0.01% | -7.7% |
| Q1 2015 | $9,868,000 | +6.9% | 144,486 | +7.6% | 0.01% | 0.0% |
| Q4 2014 | $9,230,000 | +246.6% | 134,255 | +234.8% | 0.01% | +225.0% |
| Q3 2014 | $2,663,000 | -17.2% | 40,104 | -17.4% | 0.00% | -20.0% |
| Q2 2014 | $3,218,000 | -0.1% | 48,524 | -5.0% | 0.01% | 0.0% |
| Q1 2014 | $3,222,000 | +3.0% | 51,052 | +1.7% | 0.01% | 0.0% |
| Q4 2013 | $3,127,000 | -1.8% | 50,182 | -9.4% | 0.01% | 0.0% |
| Q3 2013 | $3,183,000 | +6.9% | 55,358 | +4.9% | 0.01% | -16.7% |
| Q2 2013 | $2,978,000 | – | 52,758 | – | 0.01% | – |
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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% |