VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,916,480 | -2.3% | 105,657 | +0.3% | 1.06% | -0.2% |
| Q2 2023 | $11,174,782 | -0.7% | 105,353 | -1.3% | 1.07% | -9.3% |
| Q1 2023 | $11,257,642 | -2.8% | 106,708 | -0.3% | 1.18% | -6.6% |
| Q4 2022 | $11,576,374 | +0.6% | 106,981 | -11.8% | 1.26% | -1.2% |
| Q3 2022 | $11,506,000 | -9.2% | 121,271 | -2.6% | 1.27% | -3.4% |
| Q2 2022 | $12,665,000 | -8.4% | 124,531 | +1.1% | 1.32% | +6.5% |
| Q1 2022 | $13,830,000 | -1.1% | 123,205 | -1.2% | 1.24% | +0.2% |
| Q4 2021 | $13,980,000 | +2.9% | 124,700 | +0.0% | 1.24% | +1.4% |
| Q3 2021 | $13,584,000 | +14.7% | 124,668 | +10.3% | 1.22% | -28.5% |
| Q2 2021 | $11,847,000 | +18.8% | 113,044 | +14.6% | 1.70% | +42.0% |
| Q1 2021 | $9,974,000 | +55.3% | 98,618 | +40.5% | 1.20% | +42.1% |
| Q4 2020 | $6,422,000 | +113.0% | 70,176 | +88.4% | 0.84% | +53.7% |
| Q3 2020 | $3,015,000 | +49.9% | 37,252 | +45.8% | 0.55% | -16.2% |
| Q2 2020 | $2,012,000 | -35.6% | 25,546 | -43.4% | 0.66% | -30.0% |
| Q1 2020 | $3,123,000 | +1430.9% | 45,137 | +1977.2% | 0.94% | +1601.8% |
| Q4 2019 | $204,000 | – | 2,173 | – | 0.06% | – |
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% |