VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $799,028 | +1.3% | 6,737 | +3.3% | 0.27% | +2.3% |
| Q1 2024 | $788,983 | +15.3% | 6,521 | +6.4% | 0.26% | +13.9% |
| Q4 2023 | $684,069 | +1.1% | 6,128 | -6.5% | 0.23% | -5.3% |
| Q3 2023 | $676,921 | -2.6% | 6,551 | -0.1% | 0.24% | +3.8% |
| Q2 2023 | $695,249 | +0.5% | 6,555 | +0.0% | 0.24% | +3.5% |
| Q1 2023 | $691,506 | -5.9% | 6,554 | -3.5% | 0.23% | -2.2% |
| Q4 2022 | $734,903 | +16.1% | 6,791 | +1.8% | 0.23% | +6.9% |
| Q3 2022 | $633,000 | -14.0% | 6,669 | -7.9% | 0.22% | -1.8% |
| Q2 2022 | $736,000 | -5.9% | 7,239 | +3.9% | 0.22% | +6.2% |
| Q1 2022 | $782,000 | +49.5% | 6,964 | +49.2% | 0.21% | +50.7% |
| Q4 2021 | $523,000 | +4.2% | 4,669 | -3.8% | 0.14% | -0.7% |
| Q3 2021 | $502,000 | -12.5% | 4,854 | -11.5% | 0.14% | -9.7% |
| Q2 2021 | $574,000 | +2.1% | 5,483 | -1.3% | 0.15% | -0.6% |
| Q1 2021 | $562,000 | – | 5,557 | – | 0.16% | – |
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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% |