VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,123 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,288,162 | -3.0% | 10,861 | -1.0% | 0.20% | -4.3% |
| Q1 2024 | $1,327,793 | +8.9% | 10,974 | +0.5% | 0.21% | -3.3% |
| Q4 2023 | $1,218,933 | +0.8% | 10,919 | -6.7% | 0.21% | -8.9% |
| Q3 2023 | $1,209,815 | -6.1% | 11,709 | -3.6% | 0.24% | -2.9% |
| Q2 2023 | $1,288,475 | -2.2% | 12,147 | -2.8% | 0.24% | -9.0% |
| Q1 2023 | $1,317,843 | -2.5% | 12,491 | 0.0% | 0.27% | -9.2% |
| Q4 2022 | $1,351,694 | +3.2% | 12,491 | -9.5% | 0.29% | -12.5% |
| Q3 2022 | $1,310,000 | -8.4% | 13,808 | -1.8% | 0.34% | -8.7% |
| Q2 2022 | $1,430,000 | -9.4% | 14,064 | 0.0% | 0.37% | +0.3% |
| Q1 2022 | $1,579,000 | -6.5% | 14,064 | -6.6% | 0.37% | -5.4% |
| Q4 2021 | $1,689,000 | +9.0% | 15,063 | +0.5% | 0.39% | -6.5% |
| Q3 2021 | $1,549,000 | -0.1% | 14,989 | +1.3% | 0.41% | -1.0% |
| Q2 2021 | $1,551,000 | +3.2% | 14,800 | -0.5% | 0.42% | -7.3% |
| Q1 2021 | $1,503,000 | -30.8% | 14,871 | -37.3% | 0.45% | -36.3% |
| Q4 2020 | $2,171,000 | +14.1% | 23,720 | -0.8% | 0.71% | -1.5% |
| Q3 2020 | $1,903,000 | -15.3% | 23,919 | -16.1% | 0.72% | -21.1% |
| Q2 2020 | $2,247,000 | +0.5% | 28,522 | -0.5% | 0.91% | -7.3% |
| Q1 2020 | $2,236,000 | -15.7% | 28,654 | +1.3% | 0.98% | +1.1% |
| Q4 2019 | $2,652,000 | +215.3% | 28,299 | +198.5% | 0.97% | +48.2% |
| Q3 2019 | $841,000 | +4.9% | 9,481 | +3.4% | 0.66% | +1.5% |
| Q2 2019 | $802,000 | -3.7% | 9,173 | -5.7% | 0.65% | -8.8% |
| Q1 2019 | $833,000 | +9.9% | 9,728 | +0.1% | 0.71% | -3.3% |
| Q4 2018 | $758,000 | – | 9,720 | – | 0.73% | – |
Download | ||||||
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% |