VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,006 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,523 | -2.0% | 55 | 0.0% | 0.00% | – |
| Q1 2024 | $6,654 | +6.4% | 55 | -1.8% | 0.00% | – |
| Q4 2023 | $6,251 | +8.0% | 56 | 0.0% | 0.00% | – |
| Q3 2023 | $5,786 | +2.9% | 56 | +5.7% | 0.00% | – |
| Q2 2023 | $5,622 | +4.5% | 53 | +3.9% | 0.00% | – |
| Q1 2023 | $5,381 | +8.1% | 51 | +10.9% | 0.00% | – |
| Q4 2022 | $4,978 | -0.4% | 46 | -6.1% | 0.00% | – |
| Q3 2022 | $5,000 | -99.6% | 49 | -99.5% | 0.00% | -100.0% |
| Q2 2021 | $1,132,000 | +78.0% | 10,807 | +59.2% | 0.00% | 0.0% |
| Q4 2019 | $636,000 | +13.8% | 6,789 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $559,000 | +44.1% | 6,319 | +42.5% | 0.00% | – |
| Q2 2019 | $388,000 | – | 4,435 | – | 0.00% | – |
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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% |