VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 923 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,405 | -14.9% | 216,847 | -12.7% | 0.34% | -9.9% |
| Q2 2023 | $26,333 | -81.5% | 248,265 | -81.6% | 0.37% | -82.3% |
| Q1 2023 | $142,686 | +3.1% | 1,352,477 | +5.7% | 2.11% | +8.5% |
| Q4 2022 | $138,451 | -99.9% | 1,279,466 | +2.4% | 1.95% | -6.9% |
| Q3 2022 | $118,495,000 | -2.4% | 1,248,890 | +4.6% | 2.09% | +0.1% |
| Q2 2022 | $121,421,000 | +0.3% | 1,193,911 | +10.7% | 2.09% | +15.5% |
| Q1 2022 | $121,089,000 | +25.9% | 1,078,746 | +25.7% | 1.81% | +7.2% |
| Q4 2021 | $96,214,000 | +102.0% | 858,207 | +86.2% | 1.69% | +84.8% |
| Q3 2021 | $47,636,000 | +6.8% | 460,920 | +8.2% | 0.91% | +2.9% |
| Q2 2021 | $44,621,000 | +13.9% | 425,898 | +9.9% | 0.89% | +7.8% |
| Q1 2021 | $39,182,000 | +2442.6% | 387,591 | +2201.6% | 0.82% | +2186.1% |
| Q4 2020 | $1,541,000 | +31.5% | 16,840 | +16.3% | 0.04% | +16.1% |
| Q3 2020 | $1,172,000 | +3.4% | 14,483 | +0.6% | 0.03% | -6.1% |
| Q2 2020 | $1,134,000 | +71.0% | 14,392 | +53.6% | 0.03% | +50.0% |
| Q1 2020 | $663,000 | +278.9% | 9,369 | +258.4% | 0.02% | +37.5% |
| Q4 2015 | $175,000 | +53.5% | 2,614 | +43.6% | 0.02% | +23.1% |
| Q3 2015 | $114,000 | -5.8% | 1,820 | +1.7% | 0.01% | 0.0% |
| Q2 2015 | $121,000 | -0.8% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $122,000 | +2950.0% | 1,790 | +3096.4% | 0.01% | +1200.0% |
| Q2 2014 | $4,000 | – | 56 | – | 0.00% | – |
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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% |