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 | $644,828 | -2.0% | 5,437 | 0.0% | 0.11% | -5.2% |
| Q1 2024 | $657,823 | -1.8% | 5,437 | -9.4% | 0.12% | -8.7% |
| Q4 2023 | $670,115 | +8.0% | 6,003 | 0.0% | 0.13% | -1.6% |
| Q3 2023 | $620,230 | -35.5% | 6,003 | -33.8% | 0.13% | -33.8% |
| Q2 2023 | $962,055 | +160.7% | 9,070 | +104.2% | 0.20% | +16.8% |
| Q2 2018 | $369,000 | -29.3% | 4,441 | -29.9% | 0.17% | -9.7% |
| Q1 2018 | $522,000 | +43.4% | 6,332 | +49.1% | 0.18% | +44.5% |
| Q4 2017 | $364,000 | -5.7% | 4,246 | -10.9% | 0.13% | -15.2% |
| Q3 2017 | $386,000 | -7.7% | 4,766 | -10.9% | 0.15% | -18.4% |
| Q2 2017 | $418,000 | – | 5,352 | – | 0.18% | – |
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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% |