VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $468,799,549 | -4.3% | 3,952,779 | -2.3% | 0.67% | -8.4% |
Q1 2024 | $489,746,175 | +8.1% | 4,047,824 | -0.3% | 0.73% | -1.2% |
Q4 2023 | $453,130,758 | +11.2% | 4,059,220 | +2.9% | 0.74% | -0.3% |
Q3 2023 | $407,488,751 | -0.5% | 3,943,948 | +2.2% | 0.74% | +2.2% |
Q2 2023 | $409,380,061 | +5.9% | 3,859,527 | +5.3% | 0.72% | -1.4% |
Q1 2023 | $386,591,598 | +2.3% | 3,664,375 | +4.9% | 0.73% | -3.7% |
Q4 2022 | $378,049,090 | +9.0% | 3,493,655 | -4.4% | 0.76% | -1.6% |
Q3 2022 | $346,906,000 | -3.6% | 3,656,258 | +3.4% | 0.77% | -1.3% |
Q2 2022 | $359,780,000 | -9.4% | 3,537,663 | +0.0% | 0.78% | +4.4% |
Q1 2022 | $397,056,000 | +15.1% | 3,537,224 | +14.9% | 0.75% | +16.5% |
Q4 2021 | $345,017,000 | +14.1% | 3,077,488 | +5.2% | 0.64% | +5.1% |
Q3 2021 | $302,251,000 | +0.1% | 2,924,538 | +1.5% | 0.61% | -0.6% |
Q2 2021 | $301,897,000 | +3.5% | 2,881,523 | -0.1% | 0.62% | -6.4% |
Q1 2021 | $291,615,000 | +12.9% | 2,884,692 | +2.2% | 0.66% | +2.0% |
Q4 2020 | $258,245,000 | +51.2% | 2,822,040 | +33.7% | 0.64% | +32.4% |
Q3 2020 | $170,773,000 | +12.6% | 2,110,100 | +9.6% | 0.49% | +1.0% |
Q2 2020 | $151,616,000 | +23.4% | 1,924,538 | +10.8% | 0.48% | -10.1% |
Q1 2020 | $122,910,000 | -12.3% | 1,737,246 | +16.2% | 0.54% | +19.4% |
Q4 2019 | $140,107,000 | +21.8% | 1,495,116 | +15.3% | 0.45% | +7.7% |
Q3 2019 | $115,051,000 | +27.5% | 1,296,620 | +25.6% | 0.42% | +20.5% |
Q2 2019 | $90,218,000 | +17.7% | 1,032,482 | +15.4% | 0.35% | +9.1% |
Q1 2019 | $76,633,000 | +28.9% | 894,624 | +17.3% | 0.32% | +1.3% |
Q4 2018 | $59,461,000 | +14.1% | 762,423 | +27.4% | 0.31% | +32.6% |
Q3 2018 | $52,113,000 | +15.1% | 598,390 | +9.7% | 0.24% | +2.6% |
Q2 2018 | $45,289,000 | +13.5% | 545,330 | +12.8% | 0.23% | +0.4% |
Q1 2018 | $39,888,000 | -3.8% | 483,541 | -0.1% | 0.23% | -11.6% |
Q4 2017 | $41,453,000 | +12.6% | 484,111 | +6.6% | 0.26% | +9.7% |
Q3 2017 | $36,828,000 | +1.7% | 454,251 | -1.9% | 0.24% | -5.6% |
Q2 2017 | $36,203,000 | +5.8% | 463,179 | +5.1% | 0.25% | -4.2% |
Q1 2017 | $34,214,000 | -1.7% | 440,571 | -4.1% | 0.26% | -10.6% |
Q4 2016 | $34,798,000 | +11.3% | 459,257 | +6.0% | 0.29% | +5.0% |
Q3 2016 | $31,264,000 | +36.1% | 433,378 | +34.8% | 0.28% | +25.2% |
Q2 2016 | $22,977,000 | +24.5% | 321,548 | +20.3% | 0.22% | +4.7% |
Q1 2016 | $18,454,000 | +70.9% | 267,295 | +65.2% | 0.21% | +68.3% |
Q4 2015 | $10,800,000 | +47.8% | 161,793 | +38.8% | 0.13% | +3.3% |
Q3 2015 | $7,305,000 | +229.6% | 116,594 | +254.1% | 0.12% | -22.8% |
Q2 2015 | $2,216,000 | -2.2% | 32,923 | -0.7% | 0.16% | +42.3% |
Q1 2015 | $2,265,000 | -6.4% | 33,158 | -5.9% | 0.11% | -11.2% |
Q4 2014 | $2,421,000 | -2.9% | 35,221 | -6.2% | 0.12% | -7.4% |
Q3 2014 | $2,494,000 | +43.7% | 37,548 | +43.4% | 0.14% | +31.1% |
Q2 2014 | $1,736,000 | +6.9% | 26,182 | +1.8% | 0.10% | +7.3% |
Q1 2014 | $1,624,000 | +1.2% | 25,731 | -0.0% | 0.10% | -2.0% |
Q4 2013 | $1,604,000 | +32.5% | 25,734 | +22.2% | 0.10% | +22.5% |
Q3 2013 | $1,211,000 | -76.0% | 21,063 | -76.4% | 0.08% | -45.6% |
Q2 2013 | $5,039,000 | – | 89,396 | – | 0.15% | – |
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% |