VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 848 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,826,796 | -1.8% | 15,403 | +0.1% | 0.39% | -3.0% |
| Q1 2024 | $1,860,947 | +4.1% | 15,381 | -4.0% | 0.40% | -0.5% |
| Q4 2023 | $1,787,978 | +8.0% | 16,017 | -0.1% | 0.40% | -3.1% |
| Q3 2023 | $1,655,806 | -2.5% | 16,026 | +0.6% | 0.41% | +1.2% |
| Q2 2023 | $1,698,193 | +4.7% | 15,935 | +3.6% | 0.41% | +1.0% |
| Q1 2023 | $1,621,957 | -17.1% | 15,374 | -15.0% | 0.40% | -22.2% |
| Q4 2022 | $1,956,437 | +13.2% | 18,080 | -0.7% | 0.52% | +4.4% |
| Q3 2022 | $1,728,000 | +9.9% | 18,213 | +17.8% | 0.50% | +11.4% |
| Q2 2022 | $1,572,000 | +3.1% | 15,461 | +13.8% | 0.45% | +7.7% |
| Q1 2022 | $1,525,000 | +11.6% | 13,588 | +11.5% | 0.41% | +16.0% |
| Q4 2021 | $1,367,000 | +34.2% | 12,192 | +23.7% | 0.36% | +28.0% |
| Q3 2021 | $1,019,000 | +22.3% | 9,860 | +24.0% | 0.28% | +21.3% |
| Q2 2021 | $833,000 | +49.3% | 7,954 | +30.5% | 0.23% | +35.3% |
| Q1 2021 | $558,000 | +11.2% | 6,094 | -1.8% | 0.17% | 0.0% |
| Q4 2020 | $502,000 | 0.0% | 6,208 | 0.0% | 0.17% | 0.0% |
| Q3 2020 | $502,000 | +5.2% | 6,208 | +2.6% | 0.17% | 0.0% |
| Q2 2020 | $477,000 | +5.1% | 6,053 | -5.6% | 0.17% | -8.6% |
| Q1 2020 | $454,000 | +58.7% | 6,411 | +110.1% | 0.19% | +75.5% |
| Q4 2019 | $286,000 | +8.3% | 3,052 | +0.9% | 0.11% | -0.9% |
| Q3 2019 | $264,000 | +1.9% | 3,026 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $259,000 | +10.2% | 3,026 | +0.6% | 0.11% | -0.9% |
| Q1 2019 | $235,000 | -10.0% | 3,007 | +0.3% | 0.11% | -0.9% |
| Q4 2018 | $261,000 | 0.0% | 2,999 | 0.0% | 0.11% | 0.0% |
| Q3 2018 | $261,000 | -6.1% | 2,999 | -10.4% | 0.11% | -9.8% |
| Q2 2018 | $278,000 | +0.7% | 3,346 | 0.0% | 0.12% | -3.2% |
| Q1 2018 | $276,000 | -3.8% | 3,346 | 0.0% | 0.13% | -4.5% |
| Q4 2017 | $287,000 | +5.9% | 3,346 | 0.0% | 0.13% | +0.8% |
| Q3 2017 | $271,000 | +3.4% | 3,346 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $262,000 | +0.8% | 3,346 | 0.0% | 0.13% | -2.2% |
| Q1 2017 | $260,000 | +2.4% | 3,346 | 0.0% | 0.14% | -2.2% |
| Q4 2016 | $254,000 | +5.4% | 3,346 | 0.0% | 0.14% | +3.0% |
| Q3 2016 | $241,000 | +0.8% | 3,346 | 0.0% | 0.14% | -3.6% |
| Q2 2016 | $239,000 | +14.4% | 3,346 | +10.3% | 0.14% | +10.2% |
| Q1 2016 | $209,000 | – | 3,033 | – | 0.13% | – |
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% |