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 | $57,684,770 | +3.7% | 486,381 | +4.8% | 0.15% | +3.4% |
Q1 2024 | $55,604,779 | -5.1% | 464,279 | -11.6% | 0.15% | -23.8% |
Q4 2023 | $58,595,742 | +43.5% | 524,909 | +32.8% | 0.19% | -3.0% |
Q3 2023 | $40,846,511 | -16.9% | 395,342 | -14.7% | 0.20% | +4.2% |
Q2 2023 | $49,163,686 | +3.8% | 463,501 | +3.2% | 0.19% | +70.5% |
Q1 2023 | $47,368,651 | +60.4% | 449,016 | +64.6% | 0.11% | -40.7% |
Q4 2022 | $29,526,540 | +603.0% | 272,862 | +516.3% | 0.19% | +278.0% |
Q3 2022 | $4,200,000 | -1.9% | 44,276 | +5.1% | 0.05% | +6.4% |
Q2 2022 | $4,282,000 | +8.6% | 42,117 | +19.9% | 0.05% | -23.0% |
Q1 2022 | $3,943,000 | +15.0% | 35,123 | +384.2% | 0.06% | +17.3% |
Q4 2021 | $3,429,000 | +2.1% | 7,254 | -77.7% | 0.05% | -29.7% |
Q3 2021 | $3,358,000 | +3.3% | 32,494 | +4.7% | 0.07% | +4.2% |
Q2 2021 | $3,252,000 | +3.9% | 31,035 | +0.2% | 0.07% | -4.1% |
Q1 2021 | $3,131,000 | -7.9% | 30,971 | -16.6% | 0.07% | -32.1% |
Q4 2020 | $3,398,000 | -1.7% | 37,129 | -13.1% | 0.11% | -23.2% |
Q3 2020 | $3,456,000 | -25.3% | 42,708 | -27.3% | 0.14% | -44.5% |
Q2 2020 | $4,628,000 | -12.8% | 58,747 | -21.7% | 0.26% | -23.4% |
Q1 2020 | $5,306,000 | -23.2% | 74,997 | +1.7% | 0.33% | -5.1% |
Q4 2019 | $6,911,000 | +30.3% | 73,753 | +23.4% | 0.35% | +13.2% |
Q3 2019 | $5,305,000 | +43.6% | 59,787 | +41.4% | 0.31% | +33.5% |
Q2 2019 | $3,694,000 | +801.0% | 42,281 | +783.4% | 0.23% | +732.1% |
Q1 2019 | $410,000 | -39.5% | 4,786 | -45.0% | 0.03% | -37.8% |
Q4 2018 | $678,000 | +15.5% | 8,695 | +29.0% | 0.04% | +9.8% |
Q3 2018 | $587,000 | -0.3% | 6,738 | -5.0% | 0.04% | -6.8% |
Q2 2018 | $589,000 | -15.4% | 7,093 | -16.0% | 0.04% | -17.0% |
Q1 2018 | $696,000 | -24.0% | 8,443 | -21.1% | 0.05% | -13.1% |
Q4 2017 | $916,000 | +5.5% | 10,703 | 0.0% | 0.06% | 0.0% |
Q3 2017 | $868,000 | -58.1% | 10,703 | -73.6% | 0.06% | -64.9% |
Q2 2017 | $2,074,000 | +140.3% | 40,546 | +264.7% | 0.17% | +141.7% |
Q1 2017 | $863,000 | – | 11,117 | – | 0.07% | – |
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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% |