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 | $237,200 | -2.0% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $241,980 | -3.1% | 2,000 | -10.6% | 0.02% | -13.6% |
| Q4 2023 | $249,716 | +20.8% | 2,237 | +11.8% | 0.02% | +15.8% |
| Q3 2023 | $206,640 | -2.6% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $212,140 | +0.5% | 2,000 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $211,000 | -2.5% | 2,000 | 0.0% | 0.02% | -9.1% |
| Q4 2022 | $216,420 | +6.6% | 2,000 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $203,000 | -16.5% | 2,000 | -7.5% | 0.02% | 0.0% |
| Q1 2022 | $243,000 | +8.5% | 2,163 | +8.2% | 0.02% | 0.0% |
| Q4 2021 | $224,000 | +8.2% | 2,000 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $207,000 | -1.4% | 2,002 | +0.1% | 0.02% | -8.7% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $202,000 | -1.9% | 2,000 | -11.1% | 0.02% | -11.1% |
| Q4 2020 | $206,000 | -20.2% | 2,250 | -18.2% | 0.03% | -38.6% |
| Q4 2019 | $258,000 | -60.8% | 2,750 | -64.3% | 0.04% | -52.7% |
| Q3 2019 | $659,000 | +114.0% | 7,702 | +118.8% | 0.09% | +75.5% |
| Q2 2019 | $308,000 | +2.0% | 3,520 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $302,000 | – | 3,520 | – | 0.06% | – |
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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% |