VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,330 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $475,882 | -1.3% | 4,012 | +0.6% | 0.22% | -1.8% |
| Q1 2024 | $482,330 | +3.9% | 3,987 | -4.1% | 0.22% | -7.1% |
| Q4 2023 | $464,025 | +8.9% | 4,157 | +0.8% | 0.24% | -0.8% |
| Q3 2023 | $426,262 | -2.2% | 4,126 | +0.4% | 0.24% | -1.6% |
| Q2 2023 | $435,875 | -1.2% | 4,109 | -1.7% | 0.24% | -3.2% |
| Q1 2023 | $441,001 | -1.0% | 4,180 | +1.6% | 0.25% | -3.8% |
| Q4 2022 | $445,302 | +14.8% | 4,115 | +0.7% | 0.26% | +3.6% |
| Q3 2022 | $388,000 | -3.7% | 4,087 | +3.1% | 0.25% | +1.6% |
| Q2 2022 | $403,000 | -4.5% | 3,964 | +5.6% | 0.25% | +12.7% |
| Q1 2022 | $422,000 | +54.0% | 3,755 | +53.4% | 0.22% | +59.0% |
| Q4 2021 | $274,000 | +25.1% | 2,448 | +15.3% | 0.14% | +6.9% |
| Q3 2021 | $219,000 | -1.4% | 2,123 | +0.4% | 0.13% | -2.3% |
| Q2 2021 | $222,000 | +8.3% | 2,115 | +4.2% | 0.13% | 0.0% |
| Q1 2021 | $205,000 | – | 2,030 | – | 0.13% | – |
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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% |