VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 916 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $381,589 | -13.8% | 3,217 | -12.1% | 0.02% | -12.0% |
| Q1 2024 | $442,578 | +12.8% | 3,658 | +4.0% | 0.02% | +4.2% |
| Q4 2023 | $392,441 | +16.0% | 3,516 | +7.4% | 0.02% | +4.3% |
| Q3 2023 | $338,252 | -4.1% | 3,274 | -1.6% | 0.02% | -4.2% |
| Q2 2023 | $352,819 | +62.6% | 3,326 | +72.2% | 0.02% | +41.2% |
| Q1 2022 | $217,000 | -0.5% | 1,931 | -6.7% | 0.02% | -10.5% |
| Q4 2021 | $218,000 | +3.8% | 2,070 | +2.9% | 0.02% | +5.6% |
| Q3 2021 | $210,000 | -3.7% | 2,012 | -2.8% | 0.02% | -5.3% |
| Q2 2021 | $218,000 | -1.8% | 2,070 | -4.4% | 0.02% | -17.4% |
| Q1 2021 | $222,000 | +2.8% | 2,166 | -8.3% | 0.02% | -11.5% |
| Q4 2020 | $216,000 | +7.5% | 2,361 | -3.9% | 0.03% | -7.1% |
| Q3 2020 | $201,000 | -49.4% | 2,457 | -56.2% | 0.03% | -73.1% |
| Q1 2020 | $397,000 | -34.3% | 5,610 | -13.0% | 0.10% | -32.0% |
| Q4 2019 | $604,000 | +4.9% | 6,449 | -0.7% | 0.15% | -3.2% |
| Q3 2019 | $576,000 | – | 6,494 | – | 0.16% | – |
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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% |