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 | $17,530,055 | +8.2% | 147,808 | +10.4% | 0.66% | +8.8% |
Q1 2024 | $16,201,120 | +1416.7% | 133,905 | +1299.4% | 0.60% | +1307.0% |
Q4 2023 | $1,068,215 | -56.1% | 9,569 | -59.4% | 0.04% | -63.6% |
Q3 2023 | $2,435,804 | +711.3% | 23,575 | +733.0% | 0.12% | +742.9% |
Q2 2023 | $300,220 | +15.3% | 2,830 | +14.7% | 0.01% | +7.7% |
Q1 2023 | $260,388 | -1.5% | 2,468 | +1.0% | 0.01% | -7.1% |
Q4 2022 | $264,371 | +31.5% | 2,443 | +36.6% | 0.01% | +40.0% |
Q1 2022 | $201,000 | -5.6% | 1,788 | -5.9% | 0.01% | 0.0% |
Q4 2021 | $213,000 | -16.8% | 1,900 | -23.2% | 0.01% | -9.1% |
Q3 2021 | $256,000 | +7.6% | 2,474 | +8.9% | 0.01% | -15.4% |
Q2 2021 | $238,000 | +8.7% | 2,271 | -4.9% | 0.01% | -13.3% |
Q4 2020 | $219,000 | -14.5% | 2,389 | -20.1% | 0.02% | -80.5% |
Q4 2017 | $256,000 | -44.5% | 2,989 | -47.4% | 0.08% | -49.3% |
Q3 2017 | $461,000 | +5.7% | 5,682 | +2.0% | 0.15% | -15.1% |
Q2 2017 | $436,000 | +0.9% | 5,572 | -1.1% | 0.18% | -4.3% |
Q1 2017 | $432,000 | +1.2% | 5,633 | 0.0% | 0.19% | +3.3% |
Q4 2016 | $427,000 | +6.5% | 5,633 | 0.0% | 0.18% | +1.7% |
Q3 2016 | $401,000 | -25.0% | 5,633 | -24.8% | 0.18% | -26.1% |
Q2 2016 | $535,000 | -2.9% | 7,488 | -6.2% | 0.24% | -6.9% |
Q1 2016 | $551,000 | +13.4% | 7,984 | +4.0% | 0.26% | +7.0% |
Q4 2015 | $486,000 | -8.6% | 7,674 | -9.7% | 0.24% | -6.9% |
Q3 2015 | $532,000 | -44.0% | 8,498 | -37.8% | 0.26% | -34.7% |
Q1 2015 | $950,000 | +1.5% | 13,653 | 0.0% | 0.40% | -4.1% |
Q4 2014 | $936,000 | +3.2% | 13,653 | 0.0% | 0.42% | +3.8% |
Q3 2014 | $907,000 | -0.4% | 13,653 | 0.0% | 0.40% | +3.1% |
Q2 2014 | $911,000 | +7.6% | 13,653 | +1.8% | 0.39% | +9.6% |
Q1 2014 | $847,000 | +2.4% | 13,406 | +0.1% | 0.35% | -5.6% |
Q4 2013 | $827,000 | +2.2% | 13,393 | +0.1% | 0.38% | -1.1% |
Q3 2013 | $809,000 | +2.9% | 13,375 | +0.1% | 0.38% | -2.8% |
Q2 2013 | $786,000 | +4.4% | 13,359 | +0.1% | 0.39% | +22.6% |
Q1 2013 | $753,000 | – | 13,344 | – | 0.32% | – |
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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% |