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 | $6,641,460 | -13.6% | 55,999 | -11.9% | 0.18% | -12.9% |
| Q1 2024 | $7,690,872 | +11.4% | 63,567 | +2.8% | 0.20% | -9.8% |
| Q4 2023 | $6,905,528 | +15.2% | 61,861 | +6.7% | 0.22% | +0.4% |
| Q3 2023 | $5,992,448 | -10.0% | 57,999 | -7.6% | 0.22% | -11.2% |
| Q2 2023 | $6,655,443 | -1.3% | 62,746 | -1.8% | 0.25% | -11.0% |
| Q1 2023 | $6,743,352 | -6.4% | 63,918 | -4.0% | 0.28% | -18.0% |
| Q4 2022 | $7,201,960 | +10.8% | 66,555 | -2.9% | 0.34% | 0.0% |
| Q3 2022 | $6,502,000 | -6.2% | 68,531 | +0.5% | 0.34% | -5.5% |
| Q2 2022 | $6,932,000 | -10.6% | 68,162 | -1.3% | 0.36% | +1.7% |
| Q1 2022 | $7,753,000 | -9.9% | 69,067 | -10.1% | 0.36% | -7.5% |
| Q4 2021 | $8,609,000 | +0.2% | 76,791 | -7.6% | 0.39% | -11.4% |
| Q3 2021 | $8,589,000 | -4.9% | 83,106 | -3.5% | 0.44% | -8.8% |
| Q2 2021 | $9,027,000 | +3.1% | 86,164 | -0.5% | 0.48% | -5.7% |
| Q1 2021 | $8,756,000 | -0.3% | 86,614 | -9.8% | 0.51% | -7.6% |
| Q4 2020 | $8,783,000 | +6.5% | 95,973 | -5.8% | 0.55% | -10.9% |
| Q3 2020 | $8,246,000 | -39.1% | 101,894 | -40.8% | 0.62% | -47.2% |
| Q2 2020 | $13,550,000 | +18.4% | 171,999 | +6.4% | 1.17% | -7.4% |
| Q1 2020 | $11,442,000 | +128.3% | 161,720 | +202.5% | 1.26% | +162.0% |
| Q4 2019 | $5,011,000 | +10.9% | 53,468 | +5.0% | 0.48% | -0.2% |
| Q3 2019 | $4,517,000 | +7.4% | 50,908 | +5.7% | 0.48% | +2.3% |
| Q2 2019 | $4,207,000 | +6.9% | 48,146 | +4.8% | 0.47% | +3.3% |
| Q1 2019 | $3,934,000 | +8.1% | 45,926 | -1.6% | 0.46% | -3.6% |
| Q4 2018 | $3,638,000 | +5.3% | 46,651 | +17.6% | 0.47% | +4.2% |
| Q3 2018 | $3,456,000 | +5.7% | 39,686 | +0.8% | 0.46% | -5.8% |
| Q2 2018 | $3,271,000 | -8.1% | 39,384 | -8.7% | 0.48% | -15.9% |
| Q1 2018 | $3,559,000 | -0.7% | 43,150 | +3.1% | 0.57% | -6.5% |
| Q4 2017 | $3,583,000 | +11.4% | 41,847 | +5.4% | 0.61% | +4.1% |
| Q3 2017 | $3,217,000 | +9.1% | 39,685 | +5.1% | 0.59% | +5.4% |
| Q2 2017 | $2,950,000 | +21.2% | 37,746 | +20.4% | 0.56% | +18.4% |
| Q1 2017 | $2,434,000 | +6.3% | 31,345 | +3.8% | 0.47% | +4.0% |
| Q4 2016 | $2,289,000 | +208.5% | 30,205 | +193.7% | 0.46% | +154.2% |
| Q3 2016 | $742,000 | – | 10,285 | – | 0.18% | – |
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% |