VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 916 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $589,568 | -2.0% | 4,971 | 0.0% | 0.31% | -7.3% |
| Q1 2024 | $601,447 | +7.1% | 4,971 | -1.2% | 0.33% | -6.5% |
| Q4 2023 | $561,614 | +8.0% | 5,031 | 0.0% | 0.35% | -11.8% |
| Q3 2023 | $519,804 | -2.4% | 5,031 | +0.2% | 0.40% | +0.3% |
| Q2 2023 | $532,577 | +0.3% | 5,021 | -0.2% | 0.40% | -14.0% |
| Q1 2023 | $530,771 | -4.4% | 5,031 | -1.9% | 0.46% | -17.4% |
| Q4 2022 | $555,226 | +12.9% | 5,131 | -1.0% | 0.56% | +14.2% |
| Q3 2022 | $492,000 | -6.6% | 5,181 | 0.0% | 0.49% | +4.9% |
| Q2 2022 | $527,000 | -9.5% | 5,181 | 0.0% | 0.47% | +11.9% |
| Q1 2022 | $582,000 | +0.2% | 5,181 | 0.0% | 0.42% | +18.0% |
| Q4 2021 | $581,000 | +10.2% | 5,181 | +1.5% | 0.36% | -0.8% |
| Q3 2021 | $527,000 | -2.9% | 5,104 | -1.4% | 0.36% | -7.0% |
| Q2 2021 | $543,000 | +4.4% | 5,179 | +0.7% | 0.38% | -4.7% |
| Q1 2021 | $520,000 | +10.4% | 5,145 | 0.0% | 0.40% | +2.5% |
| Q4 2020 | $471,000 | +3.5% | 5,145 | -8.5% | 0.39% | -7.9% |
| Q3 2020 | $455,000 | +5.3% | 5,622 | +2.6% | 0.43% | -4.3% |
| Q2 2020 | $432,000 | +11.3% | 5,481 | 0.0% | 0.45% | -18.7% |
| Q1 2020 | $388,000 | -23.9% | 5,481 | +0.8% | 0.55% | +11.3% |
| Q4 2019 | $510,000 | – | 5,438 | – | 0.49% | – |
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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% |