VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,264,533 | -2.9% | 12,239 | -0.4% | 0.02% | +4.2% |
| Q2 2023 | $1,302,857 | +102.2% | 12,283 | +101.1% | 0.02% | +84.6% |
| Q1 2023 | $644,288 | +110034.7% | 6,107 | +13.1% | 0.01% | -27.8% |
| Q4 2022 | $585 | -99.9% | 5,402 | +9.9% | 0.02% | +20.0% |
| Q3 2022 | $466,000 | -34.2% | 4,914 | -29.4% | 0.02% | -40.0% |
| Q2 2022 | $708,000 | -21.0% | 6,964 | -12.8% | 0.02% | -28.6% |
| Q1 2022 | $896,000 | -23.7% | 7,986 | -23.7% | 0.04% | -23.9% |
| Q4 2021 | $1,174,000 | +38.3% | 10,471 | +27.5% | 0.05% | +12.2% |
| Q3 2021 | $849,000 | +66.5% | 8,212 | +46.6% | 0.04% | +51.9% |
| Q4 2019 | $510,000 | +105.6% | 5,600 | +100.0% | 0.03% | -10.0% |
| Q3 2019 | $248,000 | – | 2,800 | – | 0.03% | – |
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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% |