VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 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 | $482,219 | -1.7% | 4,682 | +0.1% | 0.46% | -5.1% |
| Q2 2023 | $490,321 | -1.9% | 4,675 | +0.2% | 0.49% | -9.6% |
| Q1 2023 | $499,603 | +25.7% | 4,666 | +29.0% | 0.54% | +7.1% |
| Q4 2022 | $397,329 | +20.8% | 3,618 | +7.3% | 0.51% | +8.8% |
| Q3 2022 | $329,000 | -8.4% | 3,372 | 0.0% | 0.46% | -1.7% |
| Q2 2022 | $359,000 | -5.5% | 3,372 | 0.0% | 0.47% | -2.9% |
| Q1 2022 | $380,000 | -0.8% | 3,372 | 0.0% | 0.49% | -4.1% |
| Q4 2021 | $383,000 | +68.7% | 3,372 | +55.0% | 0.51% | +46.0% |
| Q3 2021 | $227,000 | +4.6% | 2,175 | +4.9% | 0.35% | +1.2% |
| Q2 2021 | $217,000 | +2.8% | 2,073 | 0.0% | 0.34% | -8.8% |
| Q1 2021 | $211,000 | – | 2,073 | – | 0.38% | – |
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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% |