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 | $2,716,724 | -2.2% | 22,907 | -0.3% | 0.44% | -5.8% |
Q1 2024 | $2,778,932 | +6.4% | 22,968 | -1.8% | 0.47% | -2.3% |
Q4 2023 | $2,611,702 | +152.7% | 23,396 | +133.9% | 0.48% | +130.9% |
Q3 2023 | $1,033,373 | -4.9% | 10,002 | +1.5% | 0.21% | +0.5% |
Q2 2023 | $1,086,211 | +8.5% | 9,859 | +4.3% | 0.21% | -1.4% |
Q1 2023 | $1,000,968 | +10.5% | 9,449 | +12.9% | 0.21% | +0.5% |
Q4 2022 | $906,063 | +44.3% | 8,373 | +26.5% | 0.21% | +28.4% |
Q3 2022 | $628,000 | +0.8% | 6,619 | +8.1% | 0.16% | +3.2% |
Q2 2022 | $623,000 | +9.1% | 6,122 | +20.0% | 0.16% | +23.6% |
Q1 2022 | $571,000 | +11.5% | 5,103 | +11.8% | 0.13% | +8.5% |
Q4 2021 | $512,000 | +13.3% | 4,564 | +4.5% | 0.12% | +9.3% |
Q3 2021 | $452,000 | +12.2% | 4,369 | +13.5% | 0.11% | +5.9% |
Q2 2021 | $403,000 | +16.5% | 3,849 | +14.6% | 0.10% | +9.8% |
Q1 2021 | $346,000 | +35.7% | 3,358 | +23.6% | 0.09% | +55.9% |
Q4 2020 | $255,000 | +722.6% | 2,716 | +660.8% | 0.06% | +436.4% |
Q2 2019 | $31,000 | 0.0% | 357 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $31,000 | +29.2% | 357 | +18.2% | 0.01% | +10.0% |
Q4 2018 | $24,000 | +300.0% | 302 | +325.4% | 0.01% | +400.0% |
Q3 2018 | $6,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,000 | -82.9% | 71 | -82.4% | 0.00% | -86.7% |
Q1 2018 | $35,000 | -78.8% | 404 | -81.0% | 0.02% | -75.8% |
Q1 2017 | $165,000 | -4.1% | 2,129 | -6.5% | 0.06% | -15.1% |
Q4 2016 | $172,000 | +5.5% | 2,278 | 0.0% | 0.07% | +9.0% |
Q3 2016 | $163,000 | -84.4% | 2,278 | -87.8% | 0.07% | -87.8% |
Q2 2016 | $1,045,000 | +107.3% | 18,598 | +53037.1% | 0.55% | – |
Q1 2016 | $504,000 | +538.0% | 35 | -96.9% | 0.00% | -100.0% |
Q4 2015 | $79,000 | – | 1,125 | – | 0.04% | – |
Download |
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% |