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 | $124,644 | +16.8% | 1,051 | +19.2% | 0.00% | +50.0% |
| Q1 2024 | $106,719 | -42.0% | 882 | -46.4% | 0.00% | -50.0% |
| Q4 2023 | $183,876 | +3.0% | 1,647 | -4.6% | 0.00% | -20.0% |
| Q3 2023 | $178,484 | -18.1% | 1,727 | -16.0% | 0.01% | -16.7% |
| Q2 2023 | $218,030 | -8.4% | 2,056 | -8.9% | 0.01% | 0.0% |
| Q1 2023 | $238,074 | +23.8% | 2,257 | +27.0% | 0.01% | 0.0% |
| Q4 2022 | $192,331 | -1.9% | 1,777 | -14.1% | 0.01% | 0.0% |
| Q3 2022 | $196,000 | +98.0% | 2,069 | +112.2% | 0.01% | +100.0% |
| Q2 2022 | $99,000 | +76.8% | 975 | +95.0% | 0.00% | +200.0% |
| Q1 2022 | $56,000 | -13.8% | 500 | -13.3% | 0.00% | -50.0% |
| Q4 2021 | $65,000 | +25.0% | 577 | +15.4% | 0.00% | +100.0% |
| Q3 2021 | $52,000 | 0.0% | 500 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $52,000 | -5.5% | 500 | -7.4% | 0.00% | 0.0% |
| Q1 2021 | $55,000 | +25.0% | 540 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $44,000 | 0.0% | 540 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $44,000 | +2.3% | 540 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | +1333.3% | 540 | +1217.1% | 0.00% | – |
| Q1 2020 | $3,000 | -94.5% | 41 | -93.1% | 0.00% | -100.0% |
| Q4 2019 | $55,000 | +1000.0% | 590 | +917.2% | 0.00% | – |
| Q3 2019 | $5,000 | +25.0% | 58 | +41.5% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | -77.8% | 41 | -82.5% | 0.00% | -100.0% |
| Q4 2018 | $18,000 | +350.0% | 234 | +470.7% | 0.00% | – |
| Q3 2018 | $4,000 | -20.0% | 41 | -34.9% | 0.00% | – |
| Q2 2018 | $5,000 | +66.7% | 63 | +53.7% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 41 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | +33.3% | 41 | +2.5% | 0.00% | – |
| Q2 2017 | $3,000 | -94.3% | 40 | -94.1% | 0.00% | -100.0% |
| Q1 2017 | $53,000 | +178.9% | 678 | +163.8% | 0.00% | +100.0% |
| Q4 2016 | $19,000 | +111.1% | 257 | +108.9% | 0.00% | +100.0% |
| Q3 2016 | $9,000 | -81.2% | 123 | -81.6% | 0.00% | -80.0% |
| Q2 2016 | $48,000 | +77.8% | 668 | +71.3% | 0.01% | +66.7% |
| Q1 2016 | $27,000 | +800.0% | 390 | +875.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2015 | $3,000 | +200.0% | 40 | +100.0% | 0.00% | – |
| Q4 2014 | $1,000 | -66.7% | 20 | -51.2% | 0.00% | -100.0% |
| Q3 2014 | $3,000 | -89.7% | 41 | -90.5% | 0.00% | -83.3% |
| Q2 2014 | $29,000 | +16.0% | 431 | +9.1% | 0.01% | 0.0% |
| Q1 2014 | $25,000 | 0.0% | 395 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $25,000 | +8.7% | 395 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $23,000 | -39.5% | 395 | -41.6% | 0.01% | -50.0% |
| Q2 2013 | $38,000 | – | 676 | – | 0.01% | – |
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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% |