VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 923 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,186,647 | +14.5% | 18,437 | +16.8% | 0.40% | +7.9% |
| Q1 2024 | $1,910,296 | +20.1% | 15,789 | +10.9% | 0.37% | +16.1% |
| Q4 2023 | $1,589,980 | +12.1% | 14,243 | +3.8% | 0.32% | +0.6% |
| Q3 2023 | $1,418,379 | +5.2% | 13,728 | +10.2% | 0.32% | -2.5% |
| Q2 2023 | $1,348,031 | 0.0% | 12,458 | 0.0% | 0.32% | -1.2% |
| Q1 2023 | $1,348,031 | 0.0% | 12,458 | 0.0% | 0.33% | +0.3% |
| Q4 2022 | $1,348,031 | +6.4% | 12,458 | -1.3% | 0.33% | -0.3% |
| Q3 2022 | $1,267,000 | -1.2% | 12,621 | +1.7% | 0.33% | +1.9% |
| Q2 2022 | $1,282,000 | -2.0% | 12,414 | +6.5% | 0.32% | +7.0% |
| Q1 2022 | $1,308,000 | +6.2% | 11,655 | +6.1% | 0.30% | +1.7% |
| Q4 2021 | $1,232,000 | +37.8% | 10,988 | +27.1% | 0.30% | +25.0% |
| Q3 2021 | $894,000 | +22.8% | 8,645 | +24.5% | 0.24% | +23.6% |
| Q2 2021 | $728,000 | -12.4% | 6,946 | -15.5% | 0.19% | -20.4% |
| Q1 2021 | $831,000 | +29.4% | 8,218 | +17.1% | 0.24% | +17.6% |
| Q4 2020 | $642,000 | +23.9% | 7,020 | +9.6% | 0.20% | +102.0% |
| Q3 2020 | $518,000 | +13.1% | 6,404 | +10.0% | 0.10% | -41.6% |
| Q2 2020 | $458,000 | +252.3% | 5,820 | +216.5% | 0.17% | +174.6% |
| Q1 2020 | $130,000 | -9.7% | 1,839 | +19.7% | 0.06% | +8.6% |
| Q4 2019 | $144,000 | -12.7% | 1,536 | -17.6% | 0.06% | +3.6% |
| Q3 2019 | $165,000 | +1.2% | 1,863 | 0.0% | 0.06% | -13.8% |
| Q2 2019 | $163,000 | +1.9% | 1,863 | 0.0% | 0.06% | -3.0% |
| Q1 2019 | $160,000 | +9.6% | 1,863 | -0.5% | 0.07% | -6.9% |
| Q4 2018 | $146,000 | – | 1,873 | – | 0.07% | – |
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% |