VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,123 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $94,880 | -56.7% | 800 | -55.8% | 0.10% | -58.1% |
| Q1 2024 | $219,113 | +8.4% | 1,811 | 0.0% | 0.24% | +1.3% |
| Q4 2023 | $202,162 | +17680.3% | 1,811 | +16363.6% | 0.24% | +11800.0% |
| Q3 2023 | $1,137 | -99.9% | 11 | -99.9% | 0.00% | -99.9% |
| Q4 2022 | $1,440,565 | +14.6% | 13,313 | +0.5% | 2.47% | +7.7% |
| Q3 2022 | $1,257,000 | -0.3% | 13,248 | +6.8% | 2.30% | +11.5% |
| Q2 2022 | $1,261,000 | -6.0% | 12,404 | +3.9% | 2.06% | +7.4% |
| Q1 2022 | $1,341,000 | -2.5% | 11,943 | -2.7% | 1.92% | +9.1% |
| Q4 2021 | $1,376,000 | +34300.0% | 12,276 | +28448.8% | 1.76% | +35040.0% |
| Q3 2021 | $4,000 | -20.0% | 43 | 0.0% | 0.01% | -28.6% |
| Q2 2021 | $5,000 | +25.0% | 43 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $4,000 | 0.0% | 43 | +2.4% | 0.01% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 42 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $3,000 | 0.0% | 42 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $3,000 | 0.0% | 42 | +2.4% | 0.01% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 41 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $4,000 | 0.0% | 41 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $4,000 | 0.0% | 41 | +2.5% | 0.01% | -10.0% |
| Q2 2019 | $4,000 | -78.9% | 40 | -82.4% | 0.01% | -78.7% |
| Q1 2019 | $19,000 | +5.6% | 227 | 0.0% | 0.05% | -17.5% |
| Q4 2018 | $18,000 | -81.1% | 227 | -79.2% | 0.06% | -80.8% |
| Q3 2018 | $95,000 | +9.2% | 1,090 | +3.7% | 0.30% | -2.3% |
| Q2 2018 | $87,000 | -17.9% | 1,051 | -18.3% | 0.30% | -19.6% |
| Q1 2018 | $106,000 | – | 1,287 | – | 0.38% | – |
Download | ||||||
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% |