VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 565 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $8,522,927 | +3.5% | 70,443 | -4.5% | 0.55% | -8.5% |
| Q4 2023 | $8,232,197 | +9.2% | 73,745 | +1.1% | 0.60% | -4.5% |
| Q3 2023 | $7,538,223 | -9.9% | 72,960 | -7.5% | 0.63% | -9.3% |
| Q2 2023 | $8,370,851 | +15.7% | 78,918 | +15.1% | 0.69% | +1.5% |
| Q1 2023 | $7,232,935 | +1.6% | 68,559 | +4.2% | 0.68% | -6.7% |
| Q4 2022 | $7,118,942 | +26.2% | 65,788 | +10.7% | 0.73% | +11.6% |
| Q3 2022 | $5,641,000 | -5.4% | 59,454 | +1.4% | 0.65% | -2.4% |
| Q2 2022 | $5,964,000 | -9.1% | 58,642 | +0.3% | 0.67% | +6.0% |
| Q1 2022 | $6,560,000 | +4.0% | 58,444 | +3.8% | 0.63% | +5.9% |
| Q4 2021 | $6,309,000 | +1.3% | 56,278 | -5.4% | 0.60% | -10.8% |
| Q3 2021 | $6,231,000 | 0.0% | 59,471 | 0.0% | 0.67% | +0.1% |
| Q2 2021 | $6,231,000 | +24.3% | 59,471 | +20.0% | 0.67% | +17.4% |
| Q1 2021 | $5,012,000 | +6.1% | 49,579 | -3.9% | 0.57% | -2.9% |
| Q4 2020 | $4,723,000 | -1.8% | 51,608 | -13.1% | 0.59% | -9.7% |
| Q3 2020 | $4,808,000 | -8.5% | 59,410 | -10.9% | 0.65% | -15.8% |
| Q2 2020 | $5,254,000 | +25.4% | 66,702 | +12.6% | 0.77% | -8.0% |
| Q1 2020 | $4,191,000 | +4.1% | 59,235 | +37.9% | 0.84% | +18.9% |
| Q4 2019 | $4,026,000 | +8.8% | 42,960 | +3.0% | 0.70% | -2.8% |
| Q3 2019 | $3,701,000 | +4.3% | 41,715 | +2.7% | 0.72% | -1.6% |
| Q2 2019 | $3,550,000 | +7.7% | 40,630 | +5.6% | 0.74% | +8.9% |
| Q1 2019 | $3,295,000 | +7.7% | 38,473 | -1.9% | 0.68% | -8.9% |
| Q4 2018 | $3,059,000 | -7.8% | 39,228 | +3.4% | 0.74% | +20.8% |
| Q3 2018 | $3,319,000 | +5.7% | 37,942 | +0.3% | 0.62% | -2.1% |
| Q2 2018 | $3,140,000 | +4.6% | 37,813 | +1.5% | 0.63% | -29.6% |
| Q1 2018 | $3,001,000 | -9.7% | 37,253 | -2.6% | 0.89% | -6.6% |
| Q4 2017 | $3,324,000 | +6.7% | 38,261 | +0.5% | 0.96% | -5.5% |
| Q3 2017 | $3,115,000 | +1.6% | 38,056 | -3.1% | 1.01% | -5.1% |
| Q2 2017 | $3,067,000 | +3.3% | 39,262 | +2.2% | 1.06% | -6.2% |
| Q1 2017 | $2,970,000 | +22.8% | 38,411 | +20.0% | 1.14% | +8.8% |
| Q4 2016 | $2,418,000 | – | 31,999 | – | 1.04% | – |
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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% |