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 | $1,387,309 | +2.1% | 11,697 | +4.1% | 0.30% | +3.8% |
| Q1 2024 | $1,359,175 | +9.3% | 11,234 | +0.8% | 0.29% | +1.8% |
| Q4 2023 | $1,244,045 | +13.0% | 11,144 | +4.6% | 0.28% | -3.1% |
| Q3 2023 | $1,100,858 | +11.5% | 10,655 | +14.5% | 0.29% | +11.9% |
| Q2 2023 | $986,987 | +6.3% | 9,305 | +5.7% | 0.26% | +0.4% |
| Q1 2023 | $928,392 | +4.4% | 8,800 | +7.1% | 0.26% | -2.3% |
| Q4 2022 | $889,435 | +93.8% | 8,220 | +69.8% | 0.27% | +79.7% |
| Q3 2022 | $459,000 | +5.0% | 4,842 | +12.8% | 0.15% | +8.0% |
| Q2 2022 | $437,000 | -99.9% | 4,294 | +28.7% | 0.14% | +29.2% |
| Q1 2022 | $374,000,000 | -0.3% | 3,336 | -0.3% | 0.11% | -56.6% |
| Q4 2021 | $375,000,000 | +99900.0% | 3,345 | -7.9% | 0.24% | +31.9% |
| Q3 2021 | $375,000 | +5.0% | 3,630 | +7.4% | 0.18% | +41.2% |
| Q2 2021 | $357,000 | +13.0% | 3,379 | +8.2% | 0.13% | +6.5% |
| Q1 2021 | $316,000 | – | 3,122 | – | 0.12% | – |
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% |