VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,419 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,063,217 | +10.1% | 17,053 | +1.6% | 0.30% | -7.7% |
| Q4 2023 | $1,873,398 | +3.0% | 16,782 | -4.7% | 0.33% | +6.9% |
| Q3 2023 | $1,818,652 | +1.6% | 17,602 | +4.3% | 0.30% | +0.3% |
| Q2 2023 | $1,789,893 | -7.9% | 16,875 | -6.0% | 0.30% | -20.8% |
| Q4 2022 | $1,942,615 | +11.8% | 17,952 | -1.9% | 0.38% | +9.1% |
| Q3 2022 | $1,737,000 | -5.9% | 18,305 | +0.9% | 0.35% | -3.8% |
| Q2 2022 | $1,846,000 | -7.0% | 18,147 | +2.6% | 0.37% | +8.6% |
| Q1 2022 | $1,985,000 | +10.6% | 17,687 | +10.5% | 0.34% | +14.6% |
| Q4 2021 | $1,794,000 | +19.4% | 16,002 | +10.1% | 0.29% | +8.1% |
| Q3 2021 | $1,502,000 | -6.9% | 14,532 | -5.7% | 0.27% | -6.8% |
| Q2 2021 | $1,614,000 | -4.8% | 15,407 | -8.1% | 0.29% | -11.5% |
| Q1 2021 | $1,695,000 | +10.8% | 16,763 | +0.3% | 0.33% | +3.8% |
| Q4 2020 | $1,530,000 | +10.2% | 16,718 | -2.6% | 0.32% | -6.7% |
| Q3 2020 | $1,389,000 | +5.5% | 17,161 | +2.8% | 0.34% | -4.7% |
| Q2 2020 | $1,316,000 | +10.9% | 16,699 | -0.5% | 0.36% | -8.9% |
| Q1 2020 | $1,187,000 | +98.5% | 16,776 | +162.8% | 0.39% | +144.1% |
| Q4 2019 | $598,000 | +16.6% | 6,383 | +10.4% | 0.16% | +1.9% |
| Q3 2019 | $513,000 | +12.7% | 5,783 | +11.1% | 0.16% | +6.8% |
| Q2 2019 | $455,000 | +35.8% | 5,204 | +33.0% | 0.15% | +24.4% |
| Q1 2019 | $335,000 | – | 3,912 | – | 0.12% | – |
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% |