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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $636,424 | -1.9% | 6,161 | +2.4% | 0.13% | -12.0% |
| Q4 2022 | $648,636 | -8.1% | 6,016 | -19.1% | 0.15% | -20.2% |
| Q3 2022 | $706,000 | -14.1% | 7,439 | -7.9% | 0.19% | +7.4% |
| Q2 2022 | $822,000 | -9.1% | 8,079 | +0.4% | 0.18% | +8.0% |
| Q1 2022 | $904,000 | +9.4% | 8,050 | +9.2% | 0.16% | +12.5% |
| Q4 2021 | $826,000 | +1.5% | 7,370 | -2.6% | 0.14% | -4.0% |
| Q3 2021 | $814,000 | – | 7,565 | – | 0.15% | – |
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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% |