VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,929,241 | -1.8% | 33,130 | +0.2% | 0.19% | +1.1% |
| Q1 2024 | $4,000,408 | -11.8% | 33,064 | -18.6% | 0.19% | -18.0% |
| Q4 2023 | $4,534,583 | -12.9% | 40,622 | -19.4% | 0.23% | -26.2% |
| Q3 2023 | $5,209,000 | +97300.9% | 50,417 | 0.0% | 0.31% | +4.7% |
| Q2 2023 | $5,348 | +16.7% | 50,417 | +16.1% | 0.30% | +4.2% |
| Q1 2023 | $4,581 | -26.6% | 43,417 | -24.7% | 0.28% | -31.1% |
| Q4 2022 | $6,237 | -99.9% | 57,641 | +8.3% | 0.41% | +12.3% |
| Q3 2022 | $5,050,000 | -6.7% | 53,228 | +0.0% | 0.37% | -5.2% |
| Q2 2022 | $5,413,000 | -7.7% | 53,226 | +1.9% | 0.39% | +3.5% |
| Q1 2022 | $5,862,000 | +16.3% | 52,223 | +16.1% | 0.37% | +17.3% |
| Q4 2021 | $5,041,000 | – | 44,965 | – | 0.32% | – |
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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% |