VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $324,727 | +6.3% | 2,738 | +8.4% | 0.02% | 0.0% |
| Q1 2024 | $305,621 | +16.5% | 2,526 | +7.4% | 0.02% | +4.3% |
| Q4 2023 | $262,443 | +3.3% | 2,351 | -4.4% | 0.02% | -8.0% |
| Q3 2023 | $253,961 | +1.8% | 2,458 | +4.6% | 0.02% | 0.0% |
| Q2 2023 | $249,371 | -17.5% | 2,351 | -17.9% | 0.02% | -19.4% |
| Q1 2023 | $302,258 | +18.8% | 2,865 | +21.9% | 0.03% | +6.9% |
| Q4 2022 | $254,402 | +263.4% | 2,351 | +216.4% | 0.03% | +222.2% |
| Q3 2022 | $70,000 | -7.9% | 743 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $76,000 | -8.4% | 743 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $83,000 | 0.0% | 743 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $83,000 | -1.2% | 743 | -8.7% | 0.01% | -16.7% |
| Q3 2021 | $84,000 | -1.2% | 814 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $85,000 | +3.7% | 814 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $82,000 | +10.8% | 814 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $74,000 | -3.9% | 814 | -14.9% | 0.01% | -17.6% |
| Q3 2020 | $77,000 | +30.5% | 956 | +28.7% | 0.02% | +30.8% |
| Q2 2020 | $59,000 | -10.6% | 743 | -20.0% | 0.01% | +18.2% |
| Q1 2020 | $66,000 | -4.3% | 929 | +25.0% | 0.01% | +37.5% |
| Q4 2019 | $69,000 | -29.6% | 743 | -52.5% | 0.01% | -88.2% |
| Q3 2015 | $98,000 | -6.7% | 1,565 | 0.0% | 0.07% | +1.5% |
| Q2 2015 | $105,000 | – | 1,565 | – | 0.07% | – |
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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% |