VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 861 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,011,135 | -2.0% | 8,526 | 0.0% | 0.07% | -8.8% |
| Q1 2024 | $1,031,511 | -17.9% | 8,526 | -24.2% | 0.08% | -1.2% |
| Q4 2023 | $1,255,736 | +16.6% | 11,249 | +7.9% | 0.08% | +1.2% |
| Q3 2023 | $1,077,390 | -8.3% | 10,428 | -5.9% | 0.08% | -8.0% |
| Q2 2023 | $1,175,266 | -7.6% | 11,080 | -8.1% | 0.09% | -13.9% |
| Q1 2023 | $1,271,920 | -76.0% | 12,056 | -75.4% | 0.10% | -77.8% |
| Q4 2022 | $5,305,175 | +274.9% | 49,027 | +228.8% | 0.45% | +243.9% |
| Q3 2022 | $1,415,000 | -25.6% | 14,910 | -20.3% | 0.13% | -20.0% |
| Q2 2022 | $1,902,000 | +36.6% | 18,698 | +50.7% | 0.16% | +57.1% |
| Q1 2022 | $1,392,000 | -54.2% | 12,405 | -54.2% | 0.10% | -51.2% |
| Q4 2021 | $3,038,000 | +144.0% | 27,098 | +125.0% | 0.22% | +119.4% |
| Q3 2021 | $1,245,000 | +9.0% | 12,044 | +10.5% | 0.10% | +6.5% |
| Q2 2021 | $1,142,000 | -1.6% | 10,899 | -5.1% | 0.09% | -11.5% |
| Q1 2021 | $1,161,000 | +17.6% | 11,484 | +6.5% | 0.10% | +4.0% |
| Q4 2020 | $987,000 | +211.4% | 10,784 | +175.4% | 0.10% | +163.2% |
| Q3 2020 | $317,000 | -11.0% | 3,916 | -13.3% | 0.04% | -20.8% |
| Q2 2020 | $356,000 | +11.2% | 4,516 | 0.0% | 0.05% | -9.4% |
| Q1 2020 | $320,000 | -24.3% | 4,516 | 0.0% | 0.05% | -5.4% |
| Q4 2019 | $423,000 | +5.5% | 4,516 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $401,000 | +1.5% | 4,516 | 0.0% | 0.06% | -5.0% |
| Q2 2019 | $395,000 | – | 4,516 | – | 0.06% | – |
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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% |