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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $10,956,836 | -45.6% | 90,560 | -49.8% | 4.33% | -56.7% |
| Q4 2023 | $20,155,895 | -45.9% | 180,560 | -49.9% | 10.00% | -52.7% |
| Q3 2023 | $37,253,043 | -2.6% | 360,560 | 0.0% | 21.14% | -8.6% |
| Q2 2023 | $38,244,583 | -6.2% | 360,560 | -6.7% | 23.14% | -22.2% |
| Q1 2023 | $40,767,083 | -2.5% | 386,418 | 0.0% | 29.74% | -18.7% |
| Q4 2022 | $41,814,275 | +15.1% | 386,418 | +0.9% | 36.58% | -4.5% |
| Q3 2022 | $36,335,000 | -6.0% | 382,953 | +0.8% | 38.29% | -0.7% |
| Q2 2022 | $38,651,000 | -8.6% | 380,046 | +0.8% | 38.57% | +8.8% |
| Q1 2022 | $42,307,000 | +0.7% | 376,899 | +0.6% | 35.47% | +4.2% |
| Q4 2021 | $42,005,000 | – | 374,680 | – | 34.04% | – |
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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% |