VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $868,626 | -2.2% | 7,324 | -0.3% | 0.21% | -8.4% |
| Q1 2024 | $888,551 | +8.4% | 7,344 | 0.0% | 0.23% | +1.3% |
| Q4 2023 | $819,811 | +8.0% | 7,344 | 0.0% | 0.22% | -12.5% |
| Q3 2023 | $758,782 | -2.6% | 7,344 | 0.0% | 0.26% | -0.8% |
| Q2 2023 | $778,978 | +0.5% | 7,344 | 0.0% | 0.26% | -8.5% |
| Q1 2023 | $774,792 | +42.9% | 7,344 | +28.5% | 0.28% | +10.2% |
| Q4 2022 | $542,049 | +0.0% | 5,713 | 0.0% | 0.26% | +0.4% |
| Q3 2022 | $542,000 | -7.7% | 5,713 | 0.0% | 0.26% | -19.8% |
| Q2 2022 | $587,000 | -8.4% | 5,713 | 0.0% | 0.32% | -0.3% |
| Q1 2022 | $641,000 | +39.7% | 5,713 | +39.5% | 0.32% | +38.7% |
| Q4 2021 | $459,000 | +8.5% | 4,095 | 0.0% | 0.23% | -3.8% |
| Q3 2021 | $423,000 | -1.9% | 4,095 | 0.0% | 0.24% | -0.8% |
| Q2 2021 | $431,000 | +4.1% | 4,095 | 0.0% | 0.24% | -11.7% |
| Q1 2021 | $414,000 | +10.4% | 4,095 | 0.0% | 0.27% | -2.2% |
| Q4 2020 | $375,000 | +13.3% | 4,095 | 0.0% | 0.28% | -17.7% |
| Q3 2020 | $331,000 | +3.8% | 4,095 | 0.0% | 0.34% | -7.4% |
| Q2 2020 | $319,000 | +8.1% | 4,095 | 0.0% | 0.37% | +20.8% |
| Q1 2020 | $295,000 | -60.7% | 4,095 | -48.8% | 0.30% | -56.9% |
| Q4 2019 | $750,000 | – | 8,004 | – | 0.70% | – |
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% |