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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,086,637 | -1.9% | 9,162 | +0.1% | 0.06% | -3.5% |
| Q1 2024 | $1,107,496 | +6.9% | 9,154 | -1.3% | 0.06% | -1.7% |
| Q4 2023 | $1,035,639 | +19.9% | 9,277 | +11.0% | 0.06% | +9.4% |
| Q3 2023 | $863,825 | -1.8% | 8,361 | +0.8% | 0.05% | -5.4% |
| Q2 2023 | $879,657 | +1.1% | 8,293 | +0.5% | 0.06% | -3.4% |
| Q1 2023 | $870,185 | +28.8% | 8,248 | +32.1% | 0.06% | +23.4% |
| Q4 2022 | $675,457 | +27.7% | 6,242 | +12.0% | 0.05% | +6.8% |
| Q3 2022 | $529,000 | 0.0% | 5,571 | +7.0% | 0.04% | -4.3% |
| Q2 2022 | $529,000 | +158.0% | 5,206 | +185.3% | 0.05% | +155.6% |
| Q1 2022 | $205,000 | +65.3% | 1,825 | +65.2% | 0.02% | +63.6% |
| Q4 2021 | $124,000 | +785.7% | 1,105 | +718.5% | 0.01% | +1000.0% |
| Q3 2021 | $14,000 | -46.2% | 135 | -46.4% | 0.00% | -66.7% |
| Q2 2021 | $26,000 | +271.4% | 252 | +183.1% | 0.00% | +50.0% |
| Q3 2020 | $7,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 89 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $8,000 | 0.0% | 89 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $8,000 | +14.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 89 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $7,000 | +75.0% | 89 | +64.8% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | -20.0% | 54 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $5,000 | -98.1% | 54 | -98.4% | 0.00% | -98.3% |
| Q1 2017 | $262,000 | -32.6% | 3,372 | -34.3% | 0.17% | -33.8% |
| Q4 2016 | $389,000 | – | 5,132 | – | 0.26% | – |
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% |