VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,121 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,002,893 | +0.5% | 101,205 | +2.5% | 9.47% | -2.5% |
| Q1 2024 | $11,944,980 | +8.2% | 98,727 | -0.2% | 9.71% | +5.3% |
| Q4 2023 | $11,039,760 | +8.9% | 98,896 | +0.8% | 9.22% | -1.3% |
| Q3 2023 | $10,133,170 | -1.2% | 98,076 | +1.4% | 9.34% | +5.0% |
| Q2 2023 | $10,255,728 | -1.3% | 96,688 | -1.8% | 8.89% | +2.7% |
| Q1 2023 | $10,390,314 | -2.7% | 98,486 | -0.2% | 8.66% | -1.1% |
| Q4 2022 | $10,675,332 | +17.2% | 98,654 | +2.8% | 8.76% | +35.8% |
| Q3 2022 | $9,108,000 | +12.3% | 95,999 | +20.3% | 6.45% | -25.0% |
| Q2 2022 | $8,113,000 | -24.3% | 79,774 | -16.4% | 8.60% | +47.3% |
| Q1 2022 | $10,712,000 | +4.2% | 95,431 | +4.1% | 5.84% | +7.6% |
| Q4 2021 | $10,279,000 | +13.4% | 91,689 | +4.5% | 5.42% | +7.0% |
| Q3 2021 | $9,063,000 | -2.3% | 87,700 | -0.9% | 5.07% | -0.7% |
| Q2 2021 | $9,272,000 | +4.7% | 88,505 | +1.0% | 5.10% | -1.4% |
| Q1 2021 | $8,855,000 | +11.0% | 87,601 | +0.5% | 5.18% | +4.0% |
| Q4 2020 | $7,979,000 | +14.4% | 87,197 | +1.2% | 4.97% | +0.0% |
| Q3 2020 | $6,975,000 | -2.9% | 86,189 | -5.5% | 4.97% | -15.2% |
| Q2 2020 | $7,184,000 | +16.4% | 91,196 | +4.5% | 5.87% | -9.6% |
| Q1 2020 | $6,174,000 | -23.5% | 87,274 | +1.4% | 6.49% | -3.7% |
| Q4 2019 | $8,066,000 | – | 86,078 | – | 6.74% | – |
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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% |