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 | $1,367,580 | +2.8% | 11,531 | +4.9% | 0.12% | 0.0% |
| Q1 2024 | $1,329,868 | -6.0% | 10,992 | -13.3% | 0.12% | -11.9% |
| Q4 2023 | $1,414,491 | +3.9% | 12,671 | -3.8% | 0.13% | -7.6% |
| Q3 2023 | $1,360,745 | +1.8% | 13,170 | +4.5% | 0.14% | -14.2% |
| Q2 2023 | $1,336,930 | -12.2% | 12,604 | -12.7% | 0.17% | +2.4% |
| Q1 2023 | $1,522,919 | +3.9% | 14,435 | +6.6% | 0.16% | -0.6% |
| Q4 2022 | $1,465,108 | -0.4% | 13,539 | -12.7% | 0.17% | +1.8% |
| Q3 2022 | $1,471,000 | -2.7% | 15,502 | +4.3% | 0.16% | +2.5% |
| Q2 2022 | $1,512,000 | -11.1% | 14,864 | -1.8% | 0.16% | -0.6% |
| Q1 2022 | $1,700,000 | -15.8% | 15,144 | -15.9% | 0.16% | -13.5% |
| Q4 2021 | $2,018,000 | +40.9% | 18,000 | +29.9% | 0.18% | +38.1% |
| Q3 2021 | $1,432,000 | -15.1% | 13,853 | -14.0% | 0.13% | -15.2% |
| Q2 2021 | $1,687,000 | +2.8% | 16,100 | -0.8% | 0.16% | -7.6% |
| Q1 2021 | $1,641,000 | -6.5% | 16,236 | -15.4% | 0.17% | -14.5% |
| Q4 2020 | $1,755,000 | -12.6% | 19,183 | -22.7% | 0.20% | -27.0% |
| Q3 2020 | $2,007,000 | +4.7% | 24,802 | +2.0% | 0.27% | -2.8% |
| Q2 2020 | $1,916,000 | -15.3% | 24,322 | -23.9% | 0.28% | -28.6% |
| Q1 2020 | $2,261,000 | +190.6% | 31,956 | +284.7% | 0.40% | +201.5% |
| Q4 2019 | $778,000 | – | 8,306 | – | 0.13% | – |
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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% |