VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,419 filers reported holding VANGUARD WHITEHALL FDS in Q1 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 | $20,135,302 | -25.7% | 169,809 | -24.2% | 2.25% | -3.6% |
| Q1 2024 | $27,102,538 | +9.1% | 224,045 | -7.1% | 2.33% | -10.1% |
| Q4 2023 | $24,842,089 | 0.0% | 241,219 | 0.0% | 2.59% | 0.0% |
| Q3 2023 | $24,842,089 | -3.7% | 241,219 | -0.8% | 2.59% | -5.5% |
| Q2 2023 | $25,786,926 | -0.6% | 243,112 | -1.1% | 2.74% | -11.3% |
| Q1 2023 | $25,933,915 | -3.0% | 245,819 | -0.5% | 3.09% | -8.8% |
| Q4 2022 | $26,746,832 | +12.5% | 247,175 | -1.3% | 3.39% | -4.9% |
| Q3 2022 | $23,771,000 | -5.4% | 250,537 | +1.4% | 3.56% | -8.3% |
| Q2 2022 | $25,129,000 | -10.9% | 247,088 | -1.6% | 3.89% | -4.9% |
| Q1 2022 | $28,196,000 | -3.0% | 251,187 | -3.1% | 4.09% | -0.6% |
| Q4 2021 | $29,062,000 | +5.9% | 259,223 | -2.3% | 4.11% | -3.6% |
| Q3 2021 | $27,431,000 | -2.8% | 265,418 | -1.5% | 4.27% | -3.6% |
| Q2 2021 | $28,221,000 | +1.0% | 269,359 | -2.6% | 4.43% | -6.6% |
| Q1 2021 | $27,947,000 | +11.2% | 276,460 | +0.6% | 4.74% | +1.7% |
| Q4 2020 | $25,143,000 | +10.2% | 274,752 | -2.6% | 4.66% | -1.9% |
| Q3 2020 | $22,823,000 | +1.8% | 282,011 | -0.9% | 4.75% | -1.6% |
| Q2 2020 | $22,416,000 | – | 284,534 | – | 4.83% | – |
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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% |