VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,000,654 | -2.6% | 9,685 | 0.0% | 0.04% | +5.4% |
| Q2 2023 | $1,027,288 | +0.5% | 9,685 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $1,021,768 | -4.5% | 9,685 | -2.0% | 0.04% | -7.3% |
| Q4 2022 | $1,069,656 | +338.4% | 9,885 | +283.9% | 0.04% | +310.0% |
| Q3 2022 | $244,000 | -11.6% | 2,575 | -4.9% | 0.01% | -9.1% |
| Q2 2022 | $276,000 | -4.5% | 2,709 | +5.2% | 0.01% | +10.0% |
| Q1 2022 | $289,000 | 0.0% | 2,575 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $289,000 | +8.6% | 2,575 | 0.0% | 0.01% | +11.1% |
| Q3 2021 | $266,000 | -3.3% | 2,575 | -1.8% | 0.01% | -10.0% |
| Q2 2021 | $275,000 | +5.8% | 2,622 | +1.8% | 0.01% | 0.0% |
| Q1 2021 | $260,000 | +10.2% | 2,575 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $236,000 | +13.5% | 2,575 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $208,000 | – | 2,575 | – | 0.01% | – |
Download | ||||||
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% |