VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,594 | -2.6% | 6,926 | 0.0% | 0.19% | -5.1% |
| Q2 2023 | $734,641 | +0.5% | 6,926 | 0.0% | 0.20% | -7.5% |
| Q1 2023 | $730,693 | -11.2% | 6,926 | -9.0% | 0.21% | -20.7% |
| Q4 2022 | $823,153 | +14.0% | 7,607 | 0.0% | 0.27% | +5.9% |
| Q3 2022 | $722,000 | -6.7% | 7,607 | 0.0% | 0.26% | -1.9% |
| Q2 2022 | $774,000 | -12.0% | 7,607 | -3.0% | 0.26% | -14.5% |
| Q1 2022 | $880,000 | -80.1% | 7,839 | -80.2% | 0.30% | -12.6% |
| Q4 2021 | $4,428,000 | +446.7% | 39,493 | +403.8% | 0.35% | +14.9% |
| Q3 2021 | $810,000 | +1.6% | 7,839 | +3.0% | 0.30% | -4.1% |
| Q2 2021 | $797,000 | +5.3% | 7,607 | +1.6% | 0.32% | -1.6% |
| Q1 2021 | $757,000 | +7.5% | 7,488 | -2.6% | 0.32% | -0.3% |
| Q4 2020 | $704,000 | +13.2% | 7,690 | 0.0% | 0.32% | -5.6% |
| Q3 2020 | $622,000 | +2.6% | 7,690 | 0.0% | 0.34% | -4.2% |
| Q2 2020 | $606,000 | -2.4% | 7,690 | -12.4% | 0.36% | -20.7% |
| Q1 2020 | $621,000 | -24.5% | 8,780 | 0.0% | 0.45% | -14.6% |
| Q4 2019 | $822,000 | – | 8,780 | – | 0.53% | – |
Download | ||||||
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% |