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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $55,327 | -46.9% | 524 | -45.5% | 0.00% | -55.6% |
| Q4 2022 | $104,144 | +68.0% | 962 | +48.2% | 0.01% | +50.0% |
| Q3 2022 | $62,000 | -6.1% | 649 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -55.7% | 649 | -51.0% | 0.01% | -53.8% |
| Q1 2022 | $149,000 | +84.0% | 1,325 | +82.8% | 0.01% | +85.7% |
| Q4 2021 | $81,000 | +8.0% | 725 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $75,000 | -72.6% | 725 | -72.2% | 0.01% | -74.1% |
| Q2 2021 | $274,000 | +2007.7% | 2,611 | +1988.8% | 0.03% | +1250.0% |
| Q1 2021 | $13,000 | – | 125 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $37,000 | – | 399 | – | 0.01% | – |
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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% |