VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $862,222 | +163.0% | 7,270 | +168.3% | 0.09% | +147.4% |
| Q1 2024 | $327,883 | -95.7% | 2,710 | -96.0% | 0.04% | -96.0% |
| Q4 2023 | $7,611,268 | +1347.3% | 68,183 | +1239.5% | 0.94% | +1242.9% |
| Q3 2023 | $525,899 | -94.5% | 5,090 | -94.2% | 0.07% | -94.7% |
| Q4 2022 | $9,494,886 | +8.5% | 87,745 | +2.0% | 1.33% | +2.0% |
| Q2 2022 | $8,752,000 | -10.2% | 86,065 | -0.9% | 1.30% | +2.7% |
| Q1 2022 | $9,748,000 | -52.6% | 86,850 | -55.7% | 1.27% | -52.9% |
| Q2 2021 | $20,555,000 | +24082.4% | 196,200 | +20996.8% | 2.69% | +20615.4% |
| Q4 2020 | $85,000 | -51.4% | 930 | -58.3% | 0.01% | -53.6% |
| Q2 2020 | $175,000 | -98.7% | 2,230 | -98.4% | 0.03% | -98.6% |
| Q4 2019 | $13,372,000 | +6.8% | 142,700 | +1.1% | 1.97% | +2.3% |
| Q3 2019 | $12,520,000 | +5.9% | 141,100 | +4.3% | 1.92% | +4.1% |
| Q2 2019 | $11,818,000 | +2.0% | 135,250 | 0.0% | 1.85% | -7.0% |
| Q1 2019 | $11,586,000 | +10.0% | 135,250 | +0.1% | 1.98% | -6.8% |
| Q4 2018 | $10,533,000 | +182.6% | 135,050 | +215.5% | 2.13% | +215.9% |
| Q3 2018 | $3,727,000 | -2.2% | 42,800 | -7.3% | 0.67% | -4.7% |
| Q1 2018 | $3,810,000 | +1204.8% | 46,190 | +1183.1% | 0.71% | +1119.0% |
| Q3 2017 | $292,000 | +3.9% | 3,600 | 0.0% | 0.06% | -9.4% |
| Q2 2017 | $281,000 | -96.7% | 3,600 | -96.7% | 0.06% | -97.1% |
| Q1 2017 | $8,440,000 | +36.3% | 108,690 | +33.0% | 2.19% | +28.1% |
| Q4 2016 | $6,192,000 | -2.7% | 81,720 | -7.4% | 1.71% | -30.7% |
| Q3 2016 | $6,364,000 | +12.4% | 88,220 | +11.4% | 2.47% | +9.4% |
| Q2 2016 | $5,661,000 | +67.1% | 79,220 | +61.4% | 2.26% | +51.0% |
| Q1 2016 | $3,388,000 | +349.9% | 49,070 | +335.0% | 1.49% | +386.3% |
| Q4 2015 | $753,000 | -2.1% | 11,280 | -8.1% | 0.31% | -1.0% |
| Q3 2015 | $769,000 | – | 12,280 | – | 0.31% | – |
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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% |