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 | $1,042,660 | -0.1% | 8,790 | +1.9% | 0.03% | -9.4% |
| Q1 2024 | $1,043,565 | -70.4% | 8,629 | -72.7% | 0.03% | -74.2% |
| Q4 2023 | $3,523,417 | +15.9% | 31,561 | +7.3% | 0.12% | -1.6% |
| Q3 2023 | $3,040,044 | +430.0% | 29,423 | +444.1% | 0.13% | +425.0% |
| Q2 2023 | $573,579 | -3.8% | 5,408 | -4.3% | 0.02% | -14.3% |
| Q1 2023 | $596,075 | -0.6% | 5,653 | +2.1% | 0.03% | -9.7% |
| Q4 2022 | $599,531 | +12.7% | 5,538 | -1.3% | 0.03% | +3.3% |
| Q3 2022 | $532,000 | -9.4% | 5,611 | -2.8% | 0.03% | -6.2% |
| Q2 2022 | $587,000 | -3.1% | 5,772 | +6.8% | 0.03% | -8.6% |
| Q1 2022 | $606,000 | -9.7% | 5,403 | -11.3% | 0.04% | -14.6% |
| Q4 2021 | $671,000 | +19.4% | 6,094 | +12.1% | 0.04% | +5.1% |
| Q3 2021 | $562,000 | -10.1% | 5,436 | -10.2% | 0.04% | -15.2% |
| Q2 2021 | $625,000 | +129.8% | 6,055 | +125.2% | 0.05% | +76.9% |
| Q1 2021 | $272,000 | +11.5% | 2,689 | +0.7% | 0.03% | +4.0% |
| Q4 2020 | $244,000 | +1.7% | 2,671 | -10.1% | 0.02% | -13.8% |
| Q3 2020 | $240,000 | -5.9% | 2,972 | -8.0% | 0.03% | -31.0% |
| Q2 2020 | $255,000 | +2.4% | 3,229 | +21.2% | 0.04% | -23.6% |
| Q4 2019 | $249,000 | -70.4% | 2,664 | -71.9% | 0.06% | -72.9% |
| Q3 2019 | $840,000 | +2.7% | 9,476 | +1.6% | 0.20% | -1.5% |
| Q2 2019 | $818,000 | – | 9,330 | – | 0.21% | – |
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% |