VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,339,202 | -2.5% | 216,204 | +0.1% | 1.34% | -0.4% |
| Q2 2023 | $22,917,840 | +1.2% | 216,061 | +0.6% | 1.35% | -6.1% |
| Q1 2023 | $22,649,143 | -2.1% | 214,683 | +0.4% | 1.44% | -14.3% |
| Q4 2022 | $23,133,656 | +14.5% | 213,785 | +0.4% | 1.67% | +2.1% |
| Q3 2022 | $20,207,000 | -99.9% | 212,978 | +17.8% | 1.64% | +17.3% |
| Q2 2022 | $18,383,453,000 | +90821.7% | 180,761 | +0.4% | 1.40% | +3.8% |
| Q1 2022 | $20,219,000 | +12.1% | 180,127 | +11.9% | 1.35% | +14.8% |
| Q4 2021 | $18,043,000 | +40.3% | 160,945 | +29.3% | 1.17% | +28.2% |
| Q3 2021 | $12,864,000 | +342.1% | 124,479 | +348.1% | 0.92% | +292.7% |
| Q2 2021 | $2,910,000 | +7.5% | 27,779 | +3.8% | 0.23% | +3.1% |
| Q1 2021 | $2,706,000 | +15.5% | 26,769 | +4.5% | 0.23% | -12.4% |
| Q4 2020 | $2,343,000 | – | 25,608 | – | 0.26% | – |
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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% |