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 | $680,223 | -6.9% | 6,765 | +0.4% | 0.32% | -1.6% |
| Q2 2023 | $731,008 | +3.0% | 6,737 | -1.4% | 0.32% | -0.3% |
| Q1 2023 | $709,397 | -9.8% | 6,834 | -4.2% | 0.32% | -6.4% |
| Q4 2022 | $786,391 | +8.9% | 7,132 | +0.2% | 0.34% | +1.2% |
| Q3 2022 | $722,000 | -14.6% | 7,121 | -13.6% | 0.34% | -12.1% |
| Q2 2022 | $845,000 | -11.5% | 8,244 | -2.1% | 0.39% | -0.8% |
| Q1 2022 | $955,000 | +3.0% | 8,425 | +0.1% | 0.39% | 0.0% |
| Q4 2021 | $927,000 | 0.0% | 8,418 | +0.1% | 0.39% | +4.8% |
| Q3 2021 | $927,000 | +21.5% | 8,406 | +14.6% | 0.37% | +13.4% |
| Q2 2021 | $763,000 | +1.1% | 7,333 | +0.2% | 0.33% | -2.1% |
| Q1 2021 | $755,000 | +17.6% | 7,321 | +8.5% | 0.34% | +6.3% |
| Q4 2020 | $642,000 | +8.4% | 6,749 | -0.0% | 0.32% | +1.9% |
| Q3 2020 | $592,000 | +23.6% | 6,751 | +15.8% | 0.31% | +13.6% |
| Q2 2020 | $479,000 | +8.4% | 5,829 | +5.1% | 0.27% | +0.7% |
| Q1 2020 | $442,000 | +13.9% | 5,546 | +32.2% | 0.27% | +24.3% |
| Q4 2019 | $388,000 | – | 4,194 | – | 0.22% | – |
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% |