VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 923 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,122 | -3.2% | 3,621 | -0.6% | 0.24% | +7.2% |
| Q2 2023 | $386,519 | -1.9% | 3,644 | -2.4% | 0.22% | +0.5% |
| Q1 2023 | $393,937 | -21.5% | 3,734 | -19.5% | 0.22% | -24.2% |
| Q4 2022 | $501,662 | -15.1% | 4,636 | -25.6% | 0.29% | -61.6% |
| Q3 2022 | $591,000 | -23.7% | 6,228 | -18.3% | 0.76% | -9.2% |
| Q2 2022 | $775,000 | -52.6% | 7,620 | -47.7% | 0.84% | -37.3% |
| Q1 2022 | $1,635,000 | +51.2% | 14,568 | +51.1% | 1.34% | +110.0% |
| Q4 2021 | $1,081,000 | +29.0% | 9,641 | +18.9% | 0.64% | +23.4% |
| Q3 2021 | $838,000 | +113.2% | 8,109 | +116.2% | 0.52% | +116.7% |
| Q2 2021 | $393,000 | +16.3% | 3,750 | +12.1% | 0.24% | -0.4% |
| Q1 2021 | $338,000 | -1.5% | 3,344 | -10.8% | 0.24% | -26.2% |
| Q4 2020 | $343,000 | +8.5% | 3,748 | -4.1% | 0.32% | -1.2% |
| Q3 2020 | $316,000 | -10.7% | 3,907 | -13.1% | 0.33% | -8.4% |
| Q2 2020 | $354,000 | -16.9% | 4,494 | -25.3% | 0.36% | -29.6% |
| Q1 2020 | $426,000 | +35.2% | 6,019 | +75.4% | 0.51% | +142.9% |
| Q4 2019 | $315,000 | – | 3,432 | – | 0.21% | – |
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% |