VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 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 | $27,736,824 | -2.2% | 233,869 | -0.2% | 5.39% | -5.3% |
| Q1 2024 | $28,363,918 | +7.4% | 234,432 | -0.9% | 5.70% | -0.1% |
| Q4 2023 | $26,419,771 | +13.9% | 236,672 | +5.4% | 5.70% | +5.6% |
| Q3 2023 | $23,190,698 | -1.2% | 224,455 | +1.4% | 5.40% | +0.8% |
| Q2 2023 | $23,483,911 | +5.4% | 221,400 | +4.8% | 5.36% | -1.0% |
| Q1 2023 | $22,288,062 | +8.8% | 211,261 | +11.6% | 5.41% | +3.8% |
| Q4 2022 | $20,488,274 | +30.3% | 189,338 | +14.3% | 5.21% | +30.1% |
| Q3 2022 | $15,721,000 | +4.4% | 165,698 | +11.9% | 4.01% | +10.1% |
| Q2 2022 | $15,059,000 | -7.2% | 148,072 | +4.7% | 3.64% | +1.4% |
| Q1 2022 | $16,229,000 | +104.9% | 141,397 | +100.2% | 3.59% | +89.9% |
| Q4 2021 | $7,919,000 | +14.2% | 70,629 | +5.3% | 1.89% | +15.5% |
| Q3 2021 | $6,934,000 | +1.5% | 67,097 | +2.9% | 1.64% | -1.7% |
| Q2 2021 | $6,833,000 | -0.3% | 65,219 | -3.8% | 1.66% | -4.7% |
| Q1 2021 | $6,855,000 | +34.3% | 67,815 | +21.5% | 1.75% | +20.8% |
| Q4 2020 | $5,106,000 | +101.9% | 55,800 | +78.5% | 1.44% | +74.1% |
| Q3 2020 | $2,529,000 | +131.2% | 31,252 | +125.1% | 0.83% | +115.0% |
| Q2 2020 | $1,094,000 | – | 13,881 | – | 0.39% | – |
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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% |