VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 916 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,722 | -4.2% | 200,016 | -2.2% | 3.84% | -7.0% |
| Q1 2024 | $24,753 | +3.9% | 204,584 | -4.2% | 4.13% | -4.9% |
| Q4 2023 | $23,830 | +10.9% | 213,475 | +2.6% | 4.34% | -0.9% |
| Q3 2023 | $21,494 | -9.7% | 208,035 | -7.3% | 4.38% | -4.6% |
| Q2 2023 | $23,810 | +39.2% | 224,473 | +38.5% | 4.59% | +32.9% |
| Q1 2023 | $17,102 | +58.2% | 162,108 | +62.3% | 3.46% | +25.4% |
| Q4 2022 | $10,809 | -99.9% | 99,887 | +21.0% | 2.76% | +17.8% |
| Q3 2022 | $7,831,000 | -7.7% | 82,539 | -1.0% | 2.34% | -2.7% |
| Q2 2022 | $8,482,000 | -13.1% | 83,399 | -4.1% | 2.41% | -5.7% |
| Q1 2022 | $9,765,000 | +36.4% | 86,994 | +36.3% | 2.55% | +17.1% |
| Q4 2021 | $7,157,000 | +5.5% | 63,837 | -2.8% | 2.18% | -4.1% |
| Q3 2021 | $6,786,000 | +3.1% | 65,656 | +4.5% | 2.27% | -0.3% |
| Q2 2021 | $6,580,000 | -3.4% | 62,808 | -6.8% | 2.28% | -12.9% |
| Q1 2021 | $6,815,000 | +31.0% | 67,418 | +18.5% | 2.62% | +22.8% |
| Q4 2020 | $5,204,000 | +11.0% | 56,869 | -1.9% | 2.13% | -0.9% |
| Q3 2020 | $4,690,000 | +28.0% | 57,947 | +24.6% | 2.15% | +12.5% |
| Q2 2020 | $3,663,000 | – | 46,498 | – | 1.91% | – |
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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% |