VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 926 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $637,697 | -1.0% | 5,377 | +1.0% | 0.17% | -4.0% |
| Q1 2024 | $644,417 | -3.1% | 5,326 | -10.7% | 0.18% | -9.7% |
| Q4 2023 | $665,000 | +9.8% | 5,961 | +1.7% | 0.20% | +1.6% |
| Q3 2023 | $605,458 | -2.9% | 5,860 | -0.3% | 0.19% | +1.0% |
| Q2 2023 | $623,423 | +0.7% | 5,877 | +0.2% | 0.19% | -2.6% |
| Q1 2023 | $619,000 | -9.8% | 5,867 | -7.4% | 0.20% | -18.0% |
| Q4 2022 | $686,000 | +12.6% | 6,339 | -1.3% | 0.24% | +3.0% |
| Q3 2022 | $609,000 | -6.2% | 6,424 | +0.5% | 0.23% | -2.5% |
| Q2 2022 | $649,000 | -9.4% | 6,391 | +0.2% | 0.24% | +4.8% |
| Q1 2022 | $716,000 | +1.0% | 6,376 | +0.7% | 0.23% | +5.1% |
| Q4 2021 | $709,000 | +8.4% | 6,331 | +0.0% | 0.22% | +3.3% |
| Q3 2021 | $654,000 | +4.0% | 6,330 | +5.5% | 0.21% | +2.0% |
| Q2 2021 | $629,000 | +3.6% | 6,001 | 0.0% | 0.20% | -4.7% |
| Q1 2021 | $607,000 | +8.6% | 6,001 | -1.8% | 0.22% | +1.9% |
| Q4 2020 | $559,000 | +5.5% | 6,108 | -6.7% | 0.21% | -4.5% |
| Q3 2020 | $530,000 | +2.7% | 6,548 | 0.0% | 0.22% | -4.7% |
| Q2 2020 | $516,000 | +11.7% | 6,548 | +0.2% | 0.23% | -4.5% |
| Q1 2020 | $462,000 | +38.7% | 6,535 | +83.7% | 0.24% | +73.6% |
| Q4 2019 | $333,000 | +5.4% | 3,557 | 0.0% | 0.14% | 0.0% |
| Q3 2019 | $316,000 | +1.6% | 3,557 | +0.0% | 0.14% | -5.4% |
| Q2 2019 | $311,000 | +6.1% | 3,556 | +4.1% | 0.15% | +15.6% |
| Q1 2019 | $293,000 | +16.3% | 3,416 | +5.6% | 0.13% | +4.9% |
| Q4 2018 | $252,000 | -4.2% | 3,235 | +7.3% | 0.12% | +3.4% |
| Q3 2018 | $263,000 | +5.2% | 3,014 | 0.0% | 0.12% | -0.8% |
| Q2 2018 | $250,000 | +0.8% | 3,014 | +0.4% | 0.12% | 0.0% |
| Q1 2018 | $248,000 | +3.8% | 3,003 | +7.7% | 0.12% | +83.1% |
| Q4 2017 | $239,000 | +6.7% | 2,789 | +0.8% | 0.06% | -42.5% |
| Q3 2017 | $224,000 | – | 2,768 | – | 0.11% | – |
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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% |