VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,451 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,567,436 | +0.2% | 21,648 | +2.2% | 1.21% | -10.3% |
Q1 2024 | $2,562,689 | +1.6% | 21,181 | -6.2% | 1.35% | -8.2% |
Q4 2023 | $2,521,978 | +5.9% | 22,592 | -2.0% | 1.47% | -2.9% |
Q3 2023 | $2,382,176 | +9.0% | 23,056 | +11.9% | 1.52% | +9.9% |
Q2 2023 | $2,186,240 | +16.4% | 20,611 | +15.8% | 1.38% | +9.4% |
Q1 2023 | $1,877,931 | +7.0% | 17,800 | +9.8% | 1.26% | +1.5% |
Q4 2022 | $1,754,981 | +13.6% | 16,218 | -0.4% | 1.24% | +10.8% |
Q3 2022 | $1,545,000 | +67.4% | 16,279 | +79.3% | 1.12% | +87.6% |
Q2 2022 | $923,000 | -7.9% | 9,080 | +1.8% | 0.60% | +4.6% |
Q1 2022 | $1,002,000 | +0.6% | 8,923 | +0.5% | 0.57% | +14.7% |
Q4 2021 | $996,000 | +6.9% | 8,883 | -1.5% | 0.50% | -4.8% |
Q3 2021 | $932,000 | +2.5% | 9,017 | +4.0% | 0.52% | +0.4% |
Q2 2021 | $909,000 | -7.7% | 8,674 | -11.0% | 0.52% | -14.6% |
Q1 2021 | $985,000 | +27.3% | 9,742 | +15.2% | 0.61% | +21.5% |
Q4 2020 | $774,000 | +13.7% | 8,453 | +0.5% | 0.50% | +0.6% |
Q3 2020 | $681,000 | +1.9% | 8,413 | -0.8% | 0.50% | -18.1% |
Q2 2020 | $668,000 | -11.8% | 8,484 | -20.7% | 0.61% | -29.1% |
Q1 2020 | $757,000 | – | 10,700 | – | 0.86% | – |
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% |