VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 861 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $460,012 | -4.9% | 3,879 | -2.9% | 0.04% | -11.1% |
| Q1 2024 | $483,528 | +3.5% | 3,996 | -4.5% | 0.04% | -6.2% |
| Q4 2023 | $467,287 | -1.1% | 4,186 | -8.4% | 0.05% | -9.4% |
| Q3 2023 | $472,425 | -20.9% | 4,572 | -18.8% | 0.05% | -20.9% |
| Q2 2023 | $596,934 | +19.3% | 5,628 | +18.6% | 0.07% | +13.6% |
| Q1 2023 | $500,466 | -43.5% | 4,744 | -42.0% | 0.06% | -46.8% |
| Q4 2022 | $885,731 | +6.6% | 8,185 | -6.5% | 0.11% | -2.6% |
| Q3 2022 | $831,000 | -28.0% | 8,755 | -22.8% | 0.11% | -26.0% |
| Q2 2022 | $1,154,000 | +0.9% | 11,344 | +11.3% | 0.15% | +12.4% |
| Q1 2022 | $1,144,000 | -33.1% | 10,194 | -33.1% | 0.14% | -32.8% |
| Q4 2021 | $1,709,000 | +69.5% | 15,248 | +56.4% | 0.20% | +59.4% |
| Q3 2021 | $1,008,000 | +3.4% | 9,750 | +4.8% | 0.13% | -0.8% |
| Q2 2021 | $975,000 | +259.8% | 9,305 | +246.9% | 0.13% | +222.5% |
| Q1 2021 | $271,000 | +251.9% | 2,682 | +216.6% | 0.04% | +233.3% |
| Q4 2020 | $77,000 | +48.1% | 847 | +32.8% | 0.01% | +33.3% |
| Q3 2020 | $52,000 | +67.7% | 638 | +63.6% | 0.01% | +50.0% |
| Q2 2020 | $31,000 | +19.2% | 390 | +5.7% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -50.0% | 369 | -33.4% | 0.01% | -33.3% |
| Q4 2019 | $52,000 | +6.1% | 554 | +0.2% | 0.01% | -10.0% |
| Q3 2019 | $49,000 | +2.1% | 553 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +100.0% | 552 | +99.3% | 0.01% | +66.7% |
| Q1 2019 | $24,000 | +9.1% | 277 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | -47.6% | 276 | -42.1% | 0.01% | -45.5% |
| Q3 2018 | $42,000 | -61.8% | 477 | -63.9% | 0.01% | -65.6% |
| Q2 2018 | $110,000 | +205.6% | 1,320 | +193.3% | 0.03% | +190.9% |
| Q1 2018 | $36,000 | +9.1% | 450 | +17.8% | 0.01% | 0.0% |
| Q4 2017 | $33,000 | -17.5% | 382 | -22.2% | 0.01% | -21.4% |
| Q3 2017 | $40,000 | +110.5% | 491 | +100.4% | 0.01% | +100.0% |
| Q2 2017 | $19,000 | – | 245 | – | 0.01% | – |
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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% |