VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,218,853 | +16.7% | 10,277 | +19.1% | 0.08% | +13.9% |
| Q1 2024 | $1,044,144 | +4.1% | 8,630 | -4.0% | 0.07% | -2.7% |
| Q4 2023 | $1,003,331 | -0.4% | 8,988 | -7.8% | 0.07% | -8.6% |
| Q3 2023 | $1,007,164 | -1.2% | 9,748 | +1.4% | 0.08% | -1.2% |
| Q2 2023 | $1,019,757 | +0.5% | 9,614 | 0.0% | 0.08% | -5.7% |
| Q1 2023 | $1,014,277 | +5.9% | 9,614 | +8.6% | 0.09% | +3.6% |
| Q4 2022 | $958,091 | +17.6% | 8,854 | +3.0% | 0.08% | +5.0% |
| Q3 2022 | $815,000 | -6.8% | 8,594 | 0.0% | 0.08% | -5.9% |
| Q2 2022 | $874,000 | -8.8% | 8,594 | +0.7% | 0.08% | +4.9% |
| Q1 2022 | $958,000 | +2.4% | 8,538 | +2.3% | 0.08% | +1.2% |
| Q4 2021 | $936,000 | +8.5% | 8,347 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $863,000 | -1.4% | 8,347 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $875,000 | +3.7% | 8,347 | 0.0% | 0.08% | -3.4% |
| Q1 2021 | $844,000 | +10.5% | 8,347 | -0.0% | 0.09% | -1.1% |
| Q4 2020 | $764,000 | +13.0% | 8,348 | +0.0% | 0.09% | -3.3% |
| Q3 2020 | $676,000 | +2.7% | 8,347 | 0.0% | 0.09% | -9.9% |
| Q2 2020 | $658,000 | +11.3% | 8,347 | 0.0% | 0.10% | -16.5% |
| Q1 2020 | $591,000 | +33.4% | 8,347 | +76.5% | 0.12% | +68.1% |
| Q4 2019 | $443,000 | +5.5% | 4,728 | 0.0% | 0.07% | -4.0% |
| Q3 2019 | $420,000 | +1.7% | 4,728 | 0.0% | 0.08% | -2.6% |
| Q2 2019 | $413,000 | +2.2% | 4,728 | +0.2% | 0.08% | -2.5% |
| Q1 2019 | $404,000 | +9.8% | 4,720 | 0.0% | 0.08% | -4.8% |
| Q4 2018 | $368,000 | +8.2% | 4,720 | +20.7% | 0.08% | +18.6% |
| Q3 2018 | $340,000 | +4.6% | 3,909 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $325,000 | -11.9% | 3,909 | -12.7% | 0.07% | -15.7% |
| Q1 2018 | $369,000 | -3.7% | 4,476 | 0.0% | 0.08% | -1.2% |
| Q4 2017 | $383,000 | +5.5% | 4,476 | 0.0% | 0.08% | -5.6% |
| Q3 2017 | $363,000 | +3.7% | 4,476 | 0.0% | 0.09% | -4.3% |
| Q2 2017 | $350,000 | -19.7% | 4,476 | -20.3% | 0.09% | -23.1% |
| Q1 2017 | $436,000 | +2.3% | 5,619 | 0.0% | 0.12% | -6.2% |
| Q4 2016 | $426,000 | +2.4% | 5,619 | -2.6% | 0.13% | +3.2% |
| Q3 2016 | $416,000 | -0.5% | 5,767 | -1.5% | 0.12% | -7.4% |
| Q2 2016 | $418,000 | -0.7% | 5,856 | -4.0% | 0.14% | -10.6% |
| Q1 2016 | $421,000 | +9.6% | 6,099 | +6.0% | 0.15% | +4.9% |
| Q4 2015 | $384,000 | -22.6% | 5,756 | -27.3% | 0.14% | -25.8% |
| Q3 2015 | $496,000 | -6.9% | 7,920 | 0.0% | 0.19% | -7.6% |
| Q2 2015 | $533,000 | +7.2% | 7,920 | +8.8% | 0.21% | +2.9% |
| Q1 2015 | $497,000 | -0.6% | 7,281 | 0.0% | 0.20% | -1.9% |
| Q4 2014 | $500,000 | – | 7,281 | – | 0.21% | – |
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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% |