VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 916 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $337,180 | -2.0% | 2,843 | 0.0% | 0.10% | -1.0% |
| Q1 2024 | $343,975 | -5.0% | 2,843 | -12.3% | 0.10% | -8.8% |
| Q4 2023 | $362,016 | +8.0% | 3,243 | 0.0% | 0.11% | +1.8% |
| Q3 2023 | $335,067 | -2.6% | 3,243 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $343,985 | +0.5% | 3,243 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $342,137 | +41.0% | 3,243 | +44.6% | 0.11% | +35.7% |
| Q4 2022 | $242,715 | +14.0% | 2,243 | 0.0% | 0.08% | +10.5% |
| Q3 2022 | $213,000 | -6.6% | 2,243 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $228,000 | -9.5% | 2,243 | 0.0% | 0.08% | +4.1% |
| Q1 2022 | $252,000 | +0.4% | 2,243 | 0.0% | 0.07% | +10.6% |
| Q4 2021 | $251,000 | +8.2% | 2,243 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $232,000 | -1.3% | 2,243 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $235,000 | +3.5% | 2,243 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $227,000 | +10.7% | 2,243 | 0.0% | 0.07% | +6.0% |
| Q4 2020 | $205,000 | -24.4% | 2,243 | -41.6% | 0.07% | -42.2% |
| Q1 2020 | $271,000 | -24.7% | 3,843 | 0.0% | 0.12% | -15.3% |
| Q4 2019 | $360,000 | – | 3,843 | – | 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% |