VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $75,302,753 | -1.2% | 634,930 | +0.8% | 0.67% | -2.8% |
Q1 2024 | $76,221,989 | +10.5% | 629,985 | +1.9% | 0.69% | +1.6% |
Q4 2023 | $68,996,168 | +10.2% | 618,079 | +2.0% | 0.68% | -0.6% |
Q3 2023 | $62,614,124 | -3.8% | 606,021 | -1.2% | 0.68% | -1.0% |
Q2 2023 | $65,055,326 | +0.5% | 613,324 | -0.0% | 0.69% | -5.6% |
Q1 2023 | $64,715,783 | -19.4% | 613,420 | -17.4% | 0.73% | -23.2% |
Q4 2022 | $80,339,889 | +15.6% | 742,443 | +1.4% | 0.95% | +4.2% |
Q3 2022 | $69,491,000 | -4.2% | 732,407 | +2.7% | 0.91% | -0.1% |
Q2 2022 | $72,540,000 | -6.7% | 713,277 | +3.0% | 0.91% | +7.6% |
Q1 2022 | $77,730,000 | +4.7% | 692,472 | +4.6% | 0.85% | +7.1% |
Q4 2021 | $74,212,000 | +6.6% | 661,961 | -1.7% | 0.79% | -2.1% |
Q3 2021 | $69,600,000 | -1.8% | 673,434 | -0.5% | 0.81% | -2.8% |
Q2 2021 | $70,881,000 | +4.1% | 676,540 | +0.4% | 0.83% | -4.6% |
Q1 2021 | $68,110,000 | +13.1% | 673,753 | +2.3% | 0.87% | -5.3% |
Q4 2020 | $60,203,000 | +12.3% | 658,885 | -0.6% | 0.92% | -1.4% |
Q3 2020 | $53,630,000 | +5.4% | 662,677 | +2.6% | 0.93% | -1.8% |
Q2 2020 | $50,890,000 | +13.5% | 645,979 | +1.9% | 0.95% | +8.6% |
Q1 2020 | $44,841,000 | -12.0% | 633,743 | +16.3% | 0.88% | +6.3% |
Q4 2019 | $50,951,000 | +17.3% | 544,711 | +11.2% | 0.82% | +5.6% |
Q3 2019 | $43,451,000 | +12.8% | 489,693 | +11.0% | 0.78% | +8.5% |
Q2 2019 | $38,537,000 | +20.5% | 441,025 | +18.1% | 0.72% | +30.5% |
Q1 2019 | $31,975,000 | +26.9% | 373,326 | +15.5% | 0.55% | +12.0% |
Q4 2018 | $25,201,000 | -9.1% | 323,133 | +1.5% | 0.49% | -0.4% |
Q3 2018 | $27,735,000 | +6.0% | 318,467 | +1.1% | 0.49% | -3.9% |
Q2 2018 | $26,169,000 | +9.2% | 315,104 | +8.5% | 0.51% | +3.6% |
Q1 2018 | $23,963,000 | +11.0% | 290,494 | +15.2% | 0.50% | +9.3% |
Q4 2017 | $21,594,000 | +19.2% | 252,176 | +12.8% | 0.45% | +27.2% |
Q3 2017 | $18,123,000 | +25.1% | 223,555 | +20.6% | 0.36% | +8.9% |
Q2 2017 | $14,491,000 | +29.6% | 185,410 | +28.8% | 0.33% | +20.7% |
Q1 2017 | $11,181,000 | +33.0% | 144,003 | +29.8% | 0.27% | +41.9% |
Q4 2016 | $8,405,000 | +55.1% | 110,928 | +47.6% | 0.19% | +41.5% |
Q3 2016 | $5,420,000 | +86.3% | 75,132 | +84.5% | 0.14% | +57.0% |
Q2 2016 | $2,909,000 | +149.9% | 40,716 | +141.4% | 0.09% | +138.9% |
Q1 2016 | $1,164,000 | +59.0% | 16,864 | +53.8% | 0.04% | +50.0% |
Q4 2015 | $732,000 | +10.4% | 10,967 | +3.6% | 0.02% | +4.3% |
Q3 2015 | $663,000 | +9.2% | 10,588 | +17.3% | 0.02% | +15.0% |
Q2 2015 | $607,000 | +42.2% | 9,029 | +44.3% | 0.02% | +42.9% |
Q1 2015 | $427,000 | +369.2% | 6,256 | +370.0% | 0.01% | +366.7% |
Q4 2014 | $91,000 | +93.6% | 1,331 | +86.2% | 0.00% | +50.0% |
Q3 2014 | $47,000 | -4.1% | 715 | -3.4% | 0.00% | 0.0% |
Q2 2014 | $49,000 | +6.5% | 740 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $46,000 | +17.9% | 740 | +15.6% | 0.00% | +100.0% |
Q4 2013 | $39,000 | 0.0% | 640 | -7.2% | 0.00% | -50.0% |
Q3 2013 | $39,000 | -17.0% | 690 | -18.8% | 0.00% | 0.0% |
Q2 2013 | $47,000 | – | 850 | – | 0.00% | – |
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% |