VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 923 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $749 | +8.6% | 6,187 | +0.1% | 0.17% | +1.2% |
| Q4 2023 | $690 | +8.2% | 6,181 | +0.2% | 0.17% | +3.0% |
| Q3 2023 | $638 | -5.1% | 6,171 | -3.2% | 0.17% | +13.6% |
| Q1 2023 | $672 | -1.6% | 6,374 | +1.0% | 0.15% | -10.4% |
| Q4 2022 | $683 | -99.9% | 6,311 | +0.2% | 0.16% | 0.0% |
| Q3 2022 | $598,000 | -6.6% | 6,301 | +0.1% | 0.16% | -6.3% |
| Q2 2022 | $640,000 | -9.2% | 6,294 | +0.1% | 0.18% | -2.8% |
| Q1 2022 | $705,000 | +0.1% | 6,285 | +0.1% | 0.18% | -4.8% |
| Q4 2021 | $704,000 | +6.5% | 6,279 | -0.5% | 0.19% | -17.1% |
| Q2 2021 | $661,000 | +3.3% | 6,310 | +0.1% | 0.23% | -2.6% |
| Q1 2021 | $640,000 | +11.1% | 6,303 | +0.1% | 0.23% | -10.0% |
| Q4 2020 | $576,000 | +13.2% | 6,296 | +0.1% | 0.26% | -4.1% |
| Q3 2020 | $509,000 | +2.8% | 6,287 | +0.1% | 0.27% | -5.9% |
| Q2 2020 | $495,000 | +11.7% | 6,279 | +0.2% | 0.29% | -6.2% |
| Q1 2020 | $443,000 | -22.3% | 6,268 | +3.1% | 0.31% | -11.0% |
| Q4 2019 | $570,000 | – | 6,078 | – | 0.34% | – |
Download | ||||||
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% |