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 | $2,529,806 | -34.1% | 24,485 | -32.4% | 0.13% | -31.4% |
Q2 2023 | $3,840,485 | +49.3% | 36,207 | +48.5% | 0.18% | +17.1% |
Q1 2023 | $2,571,985 | -11.2% | 24,379 | -9.0% | 0.16% | -23.3% |
Q4 2022 | $2,897,647 | +11.6% | 26,778 | -2.2% | 0.21% | -3.7% |
Q3 2022 | $2,597,000 | -2.7% | 27,370 | +4.3% | 0.21% | -3.6% |
Q2 2022 | $2,670,000 | +1.4% | 26,252 | +11.9% | 0.22% | +18.7% |
Q1 2022 | $2,634,000 | -8.7% | 23,468 | -8.8% | 0.19% | -13.0% |
Q4 2021 | $2,884,000 | +31.3% | 25,728 | +21.1% | 0.22% | -28.6% |
Q3 2021 | $2,196,000 | +54.5% | 21,244 | +56.6% | 0.30% | +18.5% |
Q2 2021 | $1,421,000 | +9.1% | 13,567 | +5.4% | 0.25% | +0.8% |
Q1 2021 | $1,302,000 | – | 12,876 | – | 0.25% | – |
Download |
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% |