VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,435,007 | -2.6% | 33,246 | 0.0% | 1.14% | +2.9% |
| Q2 2023 | $3,526,434 | +0.5% | 33,246 | 0.0% | 1.11% | -6.8% |
| Q1 2023 | $3,507,484 | -2.5% | 33,246 | 0.0% | 1.19% | -10.4% |
| Q4 2022 | $3,597,581 | +14.0% | 33,246 | -0.1% | 1.33% | -81.9% |
| Q3 2022 | $3,157,000 | -6.7% | 33,274 | 0.0% | 7.32% | +0.1% |
| Q2 2022 | $3,384,000 | -79.4% | 33,274 | -77.3% | 7.32% | -6.7% |
| Q1 2022 | $16,461,000 | -31.4% | 146,645 | -31.5% | 7.84% | -24.1% |
| Q4 2021 | $23,994,000 | +461.0% | 214,022 | +417.1% | 10.33% | +55.0% |
| Q3 2021 | $4,277,000 | -87.7% | 41,388 | -87.5% | 6.66% | -56.6% |
| Q2 2021 | $34,789,000 | +421.5% | 332,055 | +403.2% | 15.37% | +498.4% |
| Q1 2021 | $6,671,000 | +62.2% | 65,991 | +46.8% | 2.57% | +54.9% |
| Q4 2020 | $4,113,000 | +11.9% | 44,941 | -1.1% | 1.66% | -0.9% |
| Q3 2020 | $3,676,000 | -12.7% | 45,422 | -15.0% | 1.67% | -23.8% |
| Q2 2020 | $4,212,000 | +5.5% | 53,464 | -5.3% | 2.20% | -41.9% |
| Q1 2020 | $3,992,000 | -32.0% | 56,429 | -9.9% | 3.78% | +13.6% |
| Q4 2019 | $5,872,000 | +5.6% | 62,661 | 0.0% | 3.32% | -0.6% |
| Q3 2019 | $5,560,000 | +1.6% | 62,661 | 0.0% | 3.34% | -1.4% |
| Q2 2019 | $5,475,000 | +0.7% | 62,661 | -1.2% | 3.39% | -3.3% |
| Q1 2019 | $5,435,000 | +9.8% | 63,453 | 0.0% | 3.50% | -7.0% |
| Q4 2018 | $4,949,000 | -11.8% | 63,453 | -1.5% | 3.77% | +6.2% |
| Q3 2018 | $5,608,000 | +4.9% | 64,394 | 0.0% | 3.55% | -1.4% |
| Q2 2018 | $5,348,000 | +0.4% | 64,394 | -0.3% | 3.60% | -83.7% |
| Q1 2018 | $5,326,000 | -6.7% | 64,569 | -2.8% | 22.08% | +435.9% |
| Q4 2017 | $5,706,000 | +3.5% | 66,444 | -1.4% | 4.12% | +0.5% |
| Q3 2017 | $5,512,000 | +3.5% | 67,395 | -1.1% | 4.10% | +3.5% |
| Q2 2017 | $5,326,000 | -31.0% | 68,145 | -31.5% | 3.96% | -47.8% |
| Q1 2017 | $7,723,000 | -88.1% | 99,465 | -88.4% | 7.60% | -84.9% |
| Q4 2016 | $65,078,000 | -6.4% | 858,886 | -10.8% | 50.41% | -10.7% |
| Q3 2016 | $69,491,000 | +1.0% | 963,283 | +0.0% | 56.46% | -0.1% |
| Q2 2016 | $68,836,000 | +6.4% | 962,882 | +2.0% | 56.50% | -3.9% |
| Q1 2016 | $64,695,000 | +82842.3% | 944,321 | +80267.7% | 58.82% | +80480.8% |
| Q4 2015 | $78,000 | – | 1,175 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 165,516 | $12,909,000 | 16.38% |
| Financial Sense Advisors, Inc. | 254,450 | $19,845,000 | 12.54% |
| RELIANCE TRUST CO | 6,147 | $479,000 | 11.97% |
| Opus Capital Group, LLC | 730,740 | $56,990,000 | 11.87% |
| HCR Wealth Advisors | 459,338 | $35,824,000 | 11.57% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,045,478 | $159,527,000 | 10.92% |
| Edge Capital Group, LLC | 1,239,740 | $96,687,000 | 10.49% |
| Measured Wealth Private Client Group, LLC | 148,018 | $11,544,000 | 10.47% |
| Armor Investment Advisors, LLC | 119,481 | $9,318,000 | 9.46% |
| Global Strategic Investment Solutions, LLC | 115,734 | $9,026,000 | 7.69% |