VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,400 | -31.6% | 2,801 | -29.8% | 0.05% | -26.8% |
| Q2 2023 | $423,008 | -0.3% | 3,988 | -0.9% | 0.07% | -12.3% |
| Q1 2023 | $424,427 | -2.5% | 4,023 | -0.0% | 0.08% | -12.0% |
| Q4 2022 | $435,439 | +14.9% | 4,024 | +0.7% | 0.09% | +8.2% |
| Q3 2022 | $379,000 | -6.0% | 3,997 | +0.9% | 0.08% | +7.6% |
| Q2 2022 | $403,000 | -7.4% | 3,962 | +2.2% | 0.08% | +12.9% |
| Q1 2022 | $435,000 | +12.1% | 3,875 | +11.9% | 0.07% | +11.1% |
| Q4 2021 | $388,000 | +8.1% | 3,462 | -0.4% | 0.06% | 0.0% |
| Q3 2021 | $359,000 | +14.7% | 3,477 | +16.2% | 0.06% | +14.5% |
| Q2 2021 | $313,000 | +12.6% | 2,992 | -15.2% | 0.06% | -19.1% |
| Q2 2020 | $278,000 | +6.1% | 3,530 | -4.6% | 0.07% | -16.0% |
| Q1 2020 | $262,000 | +31.0% | 3,699 | +73.2% | 0.08% | +80.0% |
| Q4 2019 | $200,000 | -54.2% | 2,136 | -58.2% | 0.04% | -55.4% |
| Q4 2017 | $437,000 | -54.1% | 5,111 | -56.6% | 0.10% | -67.4% |
| Q3 2017 | $952,000 | -2.7% | 11,768 | -6.2% | 0.31% | +15.2% |
| Q2 2017 | $978,000 | – | 12,543 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 165,516 | $12,909,000 | 16.38% |
| Financial Sense Advisors, Inc. | 254,450 | $19,845,000 | 12.54% |
| RELIANCE TRUST CO | 6,147 | $479,000 | 11.97% |
| Opus Capital Group, LLC | 730,740 | $56,990,000 | 11.87% |
| HCR Wealth Advisors | 459,338 | $35,824,000 | 11.57% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,045,478 | $159,527,000 | 10.92% |
| Edge Capital Group, LLC | 1,239,740 | $96,687,000 | 10.49% |
| Measured Wealth Private Client Group, LLC | 148,018 | $11,544,000 | 10.47% |
| Armor Investment Advisors, LLC | 119,481 | $9,318,000 | 9.46% |
| Global Strategic Investment Solutions, LLC | 115,734 | $9,026,000 | 7.69% |