VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $418,989 | -27.8% | 3,872 | -36.6% | 0.00% | -33.3% |
| Q3 2022 | $580,000 | +78.5% | 6,112 | +91.2% | 0.00% | +50.0% |
| Q2 2022 | $325,000 | -9.0% | 3,197 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $357,000 | -52.1% | 3,179 | -53.6% | 0.00% | -33.3% |
| Q4 2021 | $745,000 | +111.6% | 6,847 | +100.9% | 0.00% | +50.0% |
| Q3 2021 | $352,000 | -19.3% | 3,409 | -18.1% | 0.00% | 0.0% |
| Q2 2021 | $436,000 | +5.6% | 4,163 | +2.0% | 0.00% | 0.0% |
| Q1 2021 | $413,000 | +24.0% | 4,082 | +12.1% | 0.00% | 0.0% |
| Q4 2020 | $333,000 | -31.8% | 3,640 | -39.7% | 0.00% | -50.0% |
| Q3 2020 | $488,000 | +52.0% | 6,033 | +47.9% | 0.00% | +33.3% |
| Q2 2020 | $321,000 | -13.7% | 4,079 | -37.1% | 0.00% | -25.0% |
| Q1 2020 | $372,000 | +35.8% | 6,482 | +121.3% | 0.00% | +100.0% |
| Q4 2019 | $274,000 | +28.0% | 2,929 | +21.4% | 0.00% | 0.0% |
| Q3 2019 | $214,000 | -20.4% | 2,413 | -21.7% | 0.00% | -33.3% |
| Q2 2019 | $269,000 | +2.3% | 3,080 | +0.1% | 0.00% | -25.0% |
| Q4 2017 | $263,000 | +12.9% | 3,076 | +0.2% | 0.00% | -42.9% |
| Q4 2016 | $233,000 | – | 3,071 | – | 0.01% | – |
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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% |