VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $909,188 | -2.0% | 7,666 | 0.0% | 0.32% | -10.6% |
| Q1 2024 | $927,509 | -19.5% | 7,666 | -25.8% | 0.36% | -31.7% |
| Q4 2023 | $1,152,691 | +6.8% | 10,326 | -1.2% | 0.53% | +46.5% |
| Q3 2023 | $1,079,797 | -2.6% | 10,451 | 0.0% | 0.36% | +1.1% |
| Q2 2023 | $1,108,538 | +0.5% | 10,451 | 0.0% | 0.36% | -11.9% |
| Q1 2023 | $1,102,581 | -2.5% | 10,451 | -0.0% | 0.40% | -10.8% |
| Q4 2022 | $1,131,011 | +103.4% | 10,452 | +78.5% | 0.45% | +98.2% |
| Q3 2022 | $556,000 | -16.4% | 5,855 | -10.4% | 0.23% | -13.6% |
| Q2 2022 | $665,000 | -9.4% | 6,535 | 0.0% | 0.26% | +6.5% |
| Q1 2022 | $734,000 | +11.9% | 6,535 | +11.6% | 0.25% | +15.3% |
| Q4 2021 | $656,000 | +8.4% | 5,855 | 0.0% | 0.22% | -2.3% |
| Q3 2021 | $605,000 | -1.3% | 5,855 | 0.0% | 0.22% | -17.3% |
| Q2 2021 | $613,000 | +2.5% | 5,855 | -1.1% | 0.27% | +0.4% |
| Q1 2021 | $598,000 | +1.9% | 5,918 | -7.7% | 0.26% | -7.3% |
| Q4 2020 | $587,000 | +12.7% | 6,410 | -0.4% | 0.29% | -6.8% |
| Q3 2020 | $521,000 | -10.3% | 6,435 | -12.8% | 0.31% | -26.4% |
| Q2 2020 | $581,000 | +3.2% | 7,378 | -7.2% | 0.42% | +12.1% |
| Q1 2020 | $563,000 | +1.4% | 7,952 | +34.3% | 0.37% | +16.6% |
| Q4 2019 | $555,000 | – | 5,922 | – | 0.32% | – |
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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% |