VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $993,160 | +43.2% | 8,374 | +45.6% | 0.40% | +29.6% |
| Q1 2024 | $693,468 | +33.3% | 5,753 | +23.4% | 0.31% | +22.4% |
| Q4 2023 | $520,260 | +8.5% | 4,661 | +0.4% | 0.25% | +4.5% |
| Q3 2023 | $479,718 | +64.9% | 4,643 | +69.3% | 0.24% | +72.3% |
| Q2 2023 | $290,938 | -2.0% | 2,743 | +0.1% | 0.14% | -15.6% |
| Q4 2022 | $297,000 | -99.9% | 2,741 | +0.6% | 0.17% | +16.0% |
| Q3 2022 | $259,000,000 | -4.8% | 2,725 | +2.1% | 0.14% | +9.1% |
| Q2 2022 | $272,000,000 | -8.7% | 2,669 | +0.5% | 0.13% | +11.9% |
| Q1 2022 | $298,000,000 | +0.3% | 2,655 | +0.4% | 0.12% | +32.6% |
| Q4 2021 | $297,000,000 | +18.3% | 2,645 | +9.0% | 0.09% | -9.2% |
| Q3 2021 | $251,000,000 | +23.6% | 2,426 | +24.9% | 0.10% | +27.3% |
| Q2 2021 | $203,000,000 | – | 1,942 | – | 0.08% | – |
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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% |