VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |