VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,084,477 | -1.6% | 68,568 | +1.0% | 3.40% | +2.9% |
| Q2 2023 | $7,200,477 | +2.6% | 67,884 | +2.1% | 3.31% | -0.4% |
| Q1 2023 | $7,017,631 | +7.7% | 66,518 | +10.4% | 3.32% | +2.9% |
| Q4 2022 | $6,518,208 | +14.4% | 60,237 | +0.3% | 3.23% | +15.5% |
| Q3 2022 | $5,700,000 | -2.9% | 60,079 | +4.1% | 2.80% | -0.7% |
| Q2 2022 | $5,868,000 | -6.9% | 57,699 | +2.7% | 2.82% | +10.8% |
| Q1 2022 | $6,303,000 | +9.7% | 56,155 | +9.5% | 2.54% | +37.9% |
| Q4 2021 | $5,747,000 | +12.0% | 51,262 | +3.2% | 1.84% | +5.0% |
| Q3 2021 | $5,132,000 | +6.0% | 49,653 | +7.5% | 1.76% | +10.9% |
| Q2 2021 | $4,840,000 | +7.6% | 46,193 | +3.8% | 1.58% | -6.6% |
| Q1 2021 | $4,497,000 | +13.9% | 44,487 | +3.1% | 1.70% | -16.8% |
| Q4 2020 | $3,949,000 | +14.7% | 43,157 | +1.5% | 2.04% | +5.5% |
| Q3 2020 | $3,442,000 | +1.2% | 42,526 | -1.5% | 1.93% | -9.8% |
| Q2 2020 | $3,400,000 | +14.8% | 43,164 | +3.1% | 2.14% | -3.3% |
| Q1 2020 | $2,962,000 | -29.4% | 41,871 | -6.5% | 2.21% | -34.7% |
| Q4 2019 | $4,195,000 | +3.4% | 44,770 | -2.1% | 3.39% | +10.5% |
| Q3 2019 | $4,056,000 | +5.1% | 45,716 | +3.5% | 3.07% | +2.6% |
| Q2 2019 | $3,861,000 | +3.5% | 44,186 | +1.5% | 2.99% | -0.9% |
| Q1 2019 | $3,730,000 | +29.2% | 43,541 | +17.6% | 3.02% | -7.7% |
| Q4 2018 | $2,887,000 | – | 37,016 | – | 3.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |