VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,740,413 | -12.1% | 103,953 | -9.8% | 0.33% | -10.8% |
| Q2 2023 | $12,218,010 | -18.2% | 115,188 | -18.6% | 0.37% | -23.3% |
| Q1 2023 | $14,937,752 | -3.8% | 141,590 | -1.4% | 0.48% | -9.2% |
| Q4 2022 | $15,531,137 | +26.3% | 143,528 | +10.7% | 0.53% | -7.1% |
| Q3 2022 | $12,297,000 | -4.4% | 129,603 | +2.4% | 0.57% | -5.1% |
| Q2 2022 | $12,867,000 | +84.3% | 126,519 | +103.4% | 0.60% | +103.0% |
| Q1 2022 | $6,982,000 | +3.3% | 62,204 | +3.1% | 0.30% | +12.9% |
| Q4 2021 | $6,761,000 | +12.9% | 60,306 | +4.1% | 0.26% | -8.3% |
| Q3 2021 | $5,986,000 | +3.0% | 57,923 | +4.4% | 0.29% | -6.5% |
| Q2 2021 | $5,814,000 | +26.3% | 55,494 | +21.9% | 0.31% | +17.6% |
| Q1 2021 | $4,604,000 | +17.5% | 45,539 | +6.3% | 0.26% | +9.2% |
| Q4 2020 | $3,919,000 | +35.2% | 42,827 | +19.6% | 0.24% | +18.8% |
| Q3 2020 | $2,898,000 | +993.6% | 35,813 | +965.9% | 0.20% | +818.2% |
| Q2 2020 | $265,000 | +0.8% | 3,360 | +19.9% | 0.02% | +22.2% |
| Q4 2019 | $263,000 | -74.7% | 2,802 | -81.6% | 0.02% | -98.4% |
| Q1 2015 | $1,040,000 | – | 15,200 | – | 1.10% | – |
Download | ||||||
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% |