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 | $7,647,783 | -0.2% | 63,241 | -0.1% | 1.25% | -9.4% |
| Q1 2024 | $7,661,488 | +6.9% | 63,323 | -0.7% | 1.38% | -4.0% |
| Q4 2023 | $7,163,774 | +9.0% | 63,752 | +0.2% | 1.43% | -3.1% |
| Q3 2023 | $6,574,744 | -3.9% | 63,635 | -0.8% | 1.48% | -1.5% |
| Q2 2023 | $6,842,693 | +1.1% | 64,166 | -0.0% | 1.50% | -4.6% |
| Q1 2023 | $6,769,821 | -4.3% | 64,169 | +0.4% | 1.58% | -5.3% |
| Q4 2022 | $7,075,110 | +17.9% | 63,918 | +1.1% | 1.66% | +0.8% |
| Q3 2022 | $6,000,000 | -6.2% | 63,240 | +1.5% | 1.65% | +1.0% |
| Q2 2022 | $6,399,000 | -8.8% | 62,289 | +0.8% | 1.63% | +6.7% |
| Q1 2022 | $7,020,000 | +3.2% | 61,777 | -0.3% | 1.53% | +0.3% |
| Q4 2021 | $6,805,000 | +0.1% | 61,952 | -2.3% | 1.53% | +2.0% |
| Q3 2021 | $6,799,000 | -1.1% | 63,407 | -1.0% | 1.50% | -4.7% |
| Q2 2021 | $6,873,000 | +4.2% | 64,045 | +3.6% | 1.57% | -3.9% |
| Q1 2021 | $6,596,000 | +11.6% | 61,840 | -0.5% | 1.64% | -4.1% |
| Q4 2020 | $5,911,000 | +16.2% | 62,173 | +1.5% | 1.70% | -10.6% |
| Q3 2020 | $5,087,000 | +4.5% | 61,249 | +2.6% | 1.91% | -1.4% |
| Q2 2020 | $4,869,000 | +127.5% | 59,702 | +95.4% | 1.94% | +74.2% |
| Q1 2020 | $2,140,000 | +30.6% | 30,560 | +75.1% | 1.11% | +70.1% |
| Q4 2019 | $1,639,000 | +29.9% | 17,451 | +21.6% | 0.65% | +17.0% |
| Q3 2019 | $1,262,000 | +229.5% | 14,355 | +226.6% | 0.56% | +224.4% |
| Q2 2019 | $383,000 | +63.7% | 4,395 | +62.1% | 0.17% | +62.3% |
| Q1 2019 | $234,000 | +10.4% | 2,712 | +11.4% | 0.11% | +7.1% |
| Q4 2018 | $212,000 | 0.0% | 2,435 | 0.0% | 0.10% | +1.0% |
| Q3 2018 | $212,000 | – | 2,435 | – | 0.10% | – |
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% |