VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,005 | -82.9% | 6,146 | -82.4% | 0.21% | -71.0% |
| Q2 2023 | $3,704,800 | +15.1% | 34,928 | +14.4% | 0.72% | +10.4% |
| Q1 2023 | $3,219,783 | -4.3% | 30,519 | -1.8% | 0.66% | -9.0% |
| Q4 2022 | $3,364,253 | +19.6% | 31,090 | +4.8% | 0.72% | +9.7% |
| Q3 2022 | $2,814,000 | 0.0% | 29,656 | +7.2% | 0.66% | +14.6% |
| Q2 2022 | $2,814,000 | -11.3% | 27,675 | -2.1% | 0.57% | +8.3% |
| Q1 2022 | $3,172,000 | -9.9% | 28,256 | -10.1% | 0.53% | -5.9% |
| Q4 2021 | $3,522,000 | +422.6% | 31,418 | +326.5% | 0.56% | +296.5% |
| Q4 2020 | $674,000 | – | 7,367 | – | 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% |