VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,123 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,101,475 | +6.3% | 51,446 | +8.4% | 0.63% | +2.8% |
| Q1 2024 | $5,742,036 | +4.8% | 47,459 | -3.3% | 0.61% | +1.3% |
| Q4 2023 | $5,477,943 | +28.9% | 49,072 | +19.3% | 0.60% | +14.4% |
| Q3 2023 | $4,249,078 | +4.1% | 41,125 | +6.9% | 0.53% | -1.3% |
| Q2 2023 | $4,080,166 | -6.5% | 38,467 | -7.0% | 0.54% | -10.7% |
| Q1 2023 | $4,362,987 | -20.4% | 41,355 | -15.7% | 0.60% | -0.8% |
| Q4 2022 | $5,477,943 | +157.1% | 49,072 | +118.5% | 0.60% | +26.4% |
| Q3 2022 | $2,131,000 | -6.4% | 22,460 | +0.4% | 0.48% | +0.4% |
| Q2 2022 | $2,276,000 | +4.5% | 22,379 | +15.3% | 0.48% | +15.0% |
| Q1 2022 | $2,178,000 | +27.1% | 19,401 | +27.0% | 0.41% | +27.8% |
| Q4 2021 | $1,713,000 | +48.3% | 15,276 | +36.6% | 0.32% | +34.4% |
| Q3 2021 | $1,155,000 | +13.1% | 11,180 | +14.7% | 0.24% | +12.1% |
| Q2 2021 | $1,021,000 | +38.5% | 9,749 | +33.8% | 0.22% | +25.0% |
| Q1 2021 | $737,000 | -4.5% | 7,288 | -13.7% | 0.17% | -9.0% |
| Q4 2020 | $772,000 | +45.7% | 8,442 | +28.9% | 0.19% | +35.0% |
| Q3 2020 | $530,000 | +6.6% | 6,548 | +3.7% | 0.14% | 0.0% |
| Q2 2020 | $497,000 | -5.2% | 6,312 | -14.8% | 0.14% | -22.7% |
| Q1 2020 | $524,000 | -26.7% | 7,408 | -2.9% | 0.18% | -10.4% |
| Q4 2019 | $715,000 | +29.8% | 7,632 | +22.8% | 0.20% | +23.2% |
| Q3 2019 | $551,000 | +12.0% | 6,214 | +10.3% | 0.16% | +13.1% |
| Q2 2019 | $492,000 | – | 5,632 | – | 0.14% | – |
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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% |