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 | $2,893,247 | -3.1% | 24,395 | -1.2% | 0.41% | -5.5% |
| Q1 2024 | $2,986,637 | +8.8% | 24,685 | +0.4% | 0.44% | +2.3% |
| Q4 2023 | $2,745,762 | +10.5% | 24,597 | +2.3% | 0.43% | +3.1% |
| Q3 2023 | $2,485,052 | -1.9% | 24,052 | +0.7% | 0.42% | +2.7% |
| Q2 2023 | $2,534,223 | -1.0% | 23,892 | -1.5% | 0.40% | -6.0% |
| Q1 2023 | $2,558,585 | -2.2% | 24,252 | +0.3% | 0.43% | -4.9% |
| Q4 2022 | $2,615,651 | +12.6% | 24,172 | -1.3% | 0.45% | +3.0% |
| Q3 2022 | $2,323,000 | -6.2% | 24,487 | +0.5% | 0.44% | -0.5% |
| Q2 2022 | $2,477,000 | -9.2% | 24,362 | +0.2% | 0.44% | +4.5% |
| Q1 2022 | $2,728,000 | -3.6% | 24,303 | -3.7% | 0.42% | +1.0% |
| Q4 2021 | $2,830,000 | +11.0% | 25,244 | +2.3% | 0.42% | +1.5% |
| Q3 2021 | $2,550,000 | -6.7% | 24,669 | -5.5% | 0.41% | -8.0% |
| Q2 2021 | $2,734,000 | 0.0% | 26,099 | -3.5% | 0.45% | -4.9% |
| Q1 2021 | $2,734,000 | +5.8% | 27,044 | -4.2% | 0.47% | +1.5% |
| Q4 2020 | $2,583,000 | +10.0% | 28,228 | -2.7% | 0.46% | -0.4% |
| Q3 2020 | $2,348,000 | -7.8% | 29,011 | -10.3% | 0.47% | -12.6% |
| Q2 2020 | $2,547,000 | +10.2% | 32,332 | -1.0% | 0.53% | -5.5% |
| Q1 2020 | $2,311,000 | -27.7% | 32,672 | -4.2% | 0.56% | -10.0% |
| Q4 2019 | $3,197,000 | +5.5% | 34,117 | -0.1% | 0.63% | +3.0% |
| Q3 2019 | $3,031,000 | +2.1% | 34,157 | +0.5% | 0.61% | -9.2% |
| Q2 2019 | $2,969,000 | -8.8% | 33,977 | -10.6% | 0.67% | -9.6% |
| Q1 2019 | $3,254,000 | +9.2% | 37,994 | -0.6% | 0.74% | -1.6% |
| Q4 2018 | $2,981,000 | -11.6% | 38,229 | -1.3% | 0.75% | +4.6% |
| Q3 2018 | $3,373,000 | +1.0% | 38,734 | -3.6% | 0.72% | -5.5% |
| Q2 2018 | $3,338,000 | +1.0% | 40,197 | +0.4% | 0.76% | -1.5% |
| Q1 2018 | $3,304,000 | -6.8% | 40,052 | -3.2% | 0.78% | -3.2% |
| Q4 2017 | $3,545,000 | +2.4% | 41,392 | -3.1% | 0.80% | -3.0% |
| Q3 2017 | $3,463,000 | +0.2% | 42,712 | -3.4% | 0.83% | +0.1% |
| Q2 2017 | $3,457,000 | +0.9% | 44,222 | +0.2% | 0.82% | -1.4% |
| Q1 2017 | $3,425,000 | -1.7% | 44,117 | -4.1% | 0.84% | -0.8% |
| Q4 2016 | $3,484,000 | +5.0% | 45,982 | -0.0% | 0.84% | +4.3% |
| Q3 2016 | $3,317,000 | – | 45,985 | – | 0.81% | – |
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% |