VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $213,660 | -28.4% | 1,914 | -30.6% | 0.01% | -53.3% |
| Q4 2022 | $298,551 | +14.0% | 2,759 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $262,000 | -57.3% | 2,759 | -54.2% | 0.02% | -60.5% |
| Q2 2022 | $613,000 | +64.8% | 6,030 | +82.0% | 0.04% | +123.5% |
| Q1 2022 | $372,000 | -23.5% | 3,313 | -23.6% | 0.02% | -29.2% |
| Q4 2021 | $486,000 | +17.4% | 4,335 | +8.3% | 0.02% | -25.0% |
| Q3 2021 | $414,000 | – | 4,004 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |