VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,430 | -6.5% | 3,000 | 0.0% | 0.11% | +3.6% |
| Q2 2023 | $320,130 | -0.1% | 3,000 | 0.0% | 0.11% | -12.0% |
| Q1 2023 | $320,520 | -1.3% | 3,000 | 0.0% | 0.12% | -10.7% |
| Q4 2022 | $324,630 | -39.2% | 3,000 | -41.1% | 0.14% | -10.8% |
| Q2 2021 | $534,000 | -77.6% | 5,095 | -80.0% | 0.16% | -94.2% |
| Q4 2019 | $2,386,000 | +5.6% | 25,464 | 0.0% | 2.71% | -1.3% |
| Q3 2019 | $2,260,000 | -0.3% | 25,464 | -1.8% | 2.74% | +9.2% |
| Q2 2019 | $2,266,000 | +21.0% | 25,935 | +18.7% | 2.51% | +44.4% |
| Q1 2019 | $1,872,000 | +4.3% | 21,855 | -4.9% | 1.74% | -22.0% |
| Q4 2018 | $1,795,000 | – | 22,985 | – | 2.23% | – |
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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% |