VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $243,093 | +1.4% | 2,292 | +0.8% | 0.04% | 0.0% |
| Q1 2023 | $239,775 | -1.8% | 2,273 | +0.7% | 0.04% | -8.2% |
| Q4 2022 | $244,235 | +15.2% | 2,257 | +0.9% | 0.05% | +6.5% |
| Q3 2022 | $212,000 | -5.8% | 2,236 | +0.7% | 0.05% | -2.1% |
| Q2 2022 | $225,000 | -8.9% | 2,220 | +0.9% | 0.05% | -2.1% |
| Q1 2022 | $247,000 | +0.8% | 2,201 | +0.6% | 0.05% | +2.1% |
| Q4 2021 | $245,000 | +9.4% | 2,188 | +0.8% | 0.05% | 0.0% |
| Q3 2021 | $224,000 | -0.4% | 2,170 | +0.7% | 0.05% | +9.3% |
| Q2 2021 | $225,000 | +4.2% | 2,154 | +0.7% | 0.04% | -4.4% |
| Q1 2021 | $216,000 | +24.1% | 2,138 | +6.9% | 0.04% | -45.1% |
| Q3 2018 | $174,000 | -32.3% | 2,000 | -33.3% | 0.08% | -34.4% |
| Q4 2017 | $257,000 | +5.8% | 3,000 | 0.0% | 0.12% | -10.7% |
| Q3 2017 | $243,000 | +3.8% | 3,000 | 0.0% | 0.14% | -4.1% |
| Q2 2017 | $234,000 | – | 3,000 | – | 0.15% | – |
Download | ||||||
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% |