VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,121 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,432,130 | -2.6% | 20,507 | -0.6% | 0.54% | -6.6% |
Q1 2024 | $2,496,992 | +11.7% | 20,638 | +3.1% | 0.58% | +2.3% |
Q4 2023 | $2,234,944 | +3.2% | 20,021 | -4.5% | 0.57% | -4.5% |
Q3 2023 | $2,164,967 | -3.1% | 20,954 | -0.5% | 0.59% | +0.5% |
Q2 2023 | $2,234,046 | -6.6% | 21,062 | -7.1% | 0.59% | -11.0% |
Q1 2023 | $2,391,474 | +99669.5% | 22,668 | +2.3% | 0.66% | -1.8% |
Q4 2022 | $2,397 | -99.9% | 22,148 | -3.3% | 0.68% | +0.6% |
Q3 2022 | $2,174,000 | -13.5% | 22,913 | -7.3% | 0.67% | -6.8% |
Q2 2022 | $2,514,000 | +20.6% | 24,715 | +27.5% | 0.72% | -14.1% |
Q1 2022 | $2,084,000 | +123.6% | 19,384 | +133.1% | 0.84% | +137.0% |
Q4 2021 | $932,000 | -4.0% | 8,314 | -11.4% | 0.35% | +28.3% |
Q3 2021 | $971,000 | -1.4% | 9,389 | -0.2% | 0.28% | -2.1% |
Q2 2021 | $985,000 | +0.7% | 9,404 | -2.8% | 0.28% | -5.1% |
Q1 2021 | $978,000 | +9.5% | 9,674 | -0.8% | 0.30% | +1.7% |
Q4 2020 | $893,000 | – | 9,754 | – | 0.29% | – |
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% |