VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $616,600 | +45.6% | 5,000 | +42.9% | 0.16% | +49.1% |
| Q1 2024 | $423,465 | -64.7% | 3,500 | -67.4% | 0.11% | -51.4% |
| Q4 2023 | $1,200,022 | +63.1% | 10,750 | +55.0% | 0.22% | +4.3% |
| Q2 2023 | $735,595 | -1.9% | 6,935 | -2.5% | 0.21% | -5.9% |
| Q1 2023 | $750,105 | +64.1% | 7,110 | +68.3% | 0.22% | +51.0% |
| Q4 2022 | $457,187 | +8.9% | 4,225 | -4.5% | 0.15% | -9.8% |
| Q3 2022 | $420,000 | +5.0% | 4,425 | +12.5% | 0.16% | +10.9% |
| Q2 2022 | $400,000 | -9.5% | 3,935 | 0.0% | 0.15% | +6.5% |
| Q1 2022 | $442,000 | +0.2% | 3,935 | 0.0% | 0.14% | +5.3% |
| Q4 2021 | $441,000 | +8.4% | 3,935 | 0.0% | 0.13% | -64.4% |
| Q3 2021 | $407,000 | -1.2% | 3,935 | 0.0% | 0.37% | -1.9% |
| Q2 2021 | $412,000 | +3.5% | 3,935 | 0.0% | 0.38% | -2.8% |
| Q1 2021 | $398,000 | +25.2% | 3,935 | +13.2% | 0.39% | +27.0% |
| Q4 2020 | $318,000 | +13.2% | 3,475 | 0.0% | 0.30% | +6.3% |
| Q3 2020 | $281,000 | -14.6% | 3,475 | -16.8% | 0.29% | -23.3% |
| Q2 2020 | $329,000 | +10.4% | 4,175 | -0.9% | 0.37% | -4.4% |
| Q1 2020 | $298,000 | -24.6% | 4,215 | 0.0% | 0.39% | -7.1% |
| Q4 2019 | $395,000 | +20.8% | 4,215 | +14.2% | 0.42% | +0.2% |
| Q3 2019 | $327,000 | – | 3,690 | – | 0.42% | – |
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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% |