VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 828 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,701,080 | -2.0% | 14,343 | 0.0% | 0.31% | -10.5% |
| Q1 2024 | $1,735,360 | +12.9% | 14,343 | +4.1% | 0.35% | +61.0% |
| Q4 2023 | $1,537,592 | +53048.7% | 13,774 | +49092.9% | 0.22% | – |
| Q3 2023 | $2,893 | +202.9% | 28 | +211.1% | 0.00% | – |
| Q2 2023 | $955 | +0.5% | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $950 | -2.5% | 9 | 0.0% | 0.00% | – |
| Q4 2022 | $974 | -51.3% | 9 | -65.4% | 0.00% | – |
| Q3 2022 | $2,000 | -89.5% | 26 | -86.0% | 0.00% | -100.0% |
| Q2 2022 | $19,000 | +533.3% | 186 | +615.4% | 0.00% | +300.0% |
| Q1 2022 | $3,000 | +200.0% | 26 | +188.9% | 0.00% | – |
| Q4 2021 | $1,000 | -66.7% | 9 | -65.4% | 0.00% | -100.0% |
| Q3 2021 | $3,000 | +50.0% | 26 | +13.0% | 0.00% | – |
| Q2 2021 | $2,000 | -66.7% | 23 | -62.9% | 0.00% | -100.0% |
| Q1 2021 | $6,000 | -50.0% | 62 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +140.0% | 124 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $5,000 | -91.5% | 62 | -92.6% | 0.00% | -91.3% |
| Q1 2020 | $59,000 | -14.5% | 833 | +13.6% | 0.02% | -11.5% |
| Q4 2019 | $69,000 | +6.2% | 733 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $65,000 | +1.6% | 733 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $64,000 | +1180.0% | 733 | +1082.3% | 0.03% | +1200.0% |
| Q1 2019 | $5,000 | -89.1% | 62 | -89.5% | 0.00% | -92.0% |
| Q4 2018 | $46,000 | -9.8% | 591 | 0.0% | 0.02% | +8.7% |
| Q3 2018 | $51,000 | +4.1% | 591 | 0.0% | 0.02% | -4.2% |
| Q2 2018 | $49,000 | +11.4% | 591 | +11.7% | 0.02% | -11.1% |
| Q1 2018 | $44,000 | +1000.0% | 529 | +1002.1% | 0.03% | +1250.0% |
| Q4 2017 | $4,000 | 0.0% | 48 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | -84.6% | 48 | -86.1% | 0.00% | -83.3% |
| Q4 2016 | $26,000 | – | 345 | – | 0.02% | – |
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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% |