VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,309,449 | -5.9% | 112,188 | -4.1% | 0.04% | -7.3% |
| Q1 2024 | $14,151,313 | +9.7% | 116,961 | +1.2% | 0.04% | -4.7% |
| Q4 2023 | $12,897,938 | +17.8% | 115,540 | +9.0% | 0.04% | +2.4% |
| Q3 2023 | $10,949,898 | -1.0% | 105,979 | +1.7% | 0.04% | -2.3% |
| Q2 2023 | $11,055,337 | +105259.2% | 104,226 | +4.8% | 0.04% | -4.4% |
| Q1 2023 | $10,493 | -33.4% | 99,483 | -31.6% | 0.04% | -43.0% |
| Q4 2022 | $15,745 | -99.9% | 145,512 | +2.5% | 0.08% | +12.9% |
| Q3 2022 | $13,465,000 | +6.5% | 141,929 | +14.1% | 0.07% | +4.5% |
| Q2 2022 | $12,649,000 | -9.4% | 124,390 | +0.0% | 0.07% | 0.0% |
| Q1 2022 | $13,956,000 | +35.0% | 124,342 | +34.8% | 0.07% | +39.6% |
| Q4 2021 | $10,340,000 | +26.7% | 92,241 | +16.8% | 0.05% | +11.6% |
| Q3 2021 | $8,161,000 | +23.2% | 78,981 | +24.9% | 0.04% | +16.2% |
| Q2 2021 | $6,624,000 | +16.8% | 63,240 | +12.7% | 0.04% | -2.6% |
| Q1 2021 | $5,670,000 | -25.6% | 56,106 | -32.7% | 0.04% | -34.5% |
| Q4 2020 | $7,623,000 | +12.0% | 83,313 | -1.0% | 0.06% | -9.4% |
| Q3 2020 | $6,809,000 | +5.3% | 84,150 | +2.5% | 0.06% | -5.9% |
| Q2 2020 | $6,466,000 | +103.9% | 82,077 | +83.1% | 0.07% | +61.9% |
| Q1 2020 | $3,171,000 | -4.8% | 44,823 | +26.1% | 0.04% | 0.0% |
| Q4 2019 | $3,330,000 | +117.2% | 35,535 | +105.6% | 0.04% | +100.0% |
| Q3 2019 | $1,533,000 | +113.8% | 17,282 | +110.8% | 0.02% | +110.0% |
| Q2 2019 | $717,000 | – | 8,200 | – | 0.01% | – |
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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% |