VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $469,150 | -3.6% | 3,956 | -1.6% | 0.17% | -7.4% |
| Q1 2024 | $486,468 | +7.3% | 4,021 | -1.0% | 0.19% | +6.8% |
| Q4 2023 | $453,523 | +8.0% | 4,063 | -0.0% | 0.18% | -0.6% |
| Q3 2023 | $419,968 | -3.5% | 4,065 | -0.9% | 0.18% | -1.1% |
| Q2 2023 | $435,071 | +1.1% | 4,102 | +0.6% | 0.18% | -1.1% |
| Q1 2023 | $430,306 | -3.1% | 4,079 | -0.7% | 0.18% | -6.7% |
| Q4 2022 | $444,281 | +13.9% | 4,106 | -0.1% | 0.19% | +4.9% |
| Q3 2022 | $390,000 | +19.3% | 4,111 | +28.0% | 0.18% | +21.7% |
| Q2 2022 | $327,000 | +26.3% | 3,212 | +39.0% | 0.15% | +31.0% |
| Q1 2022 | $259,000 | 0.0% | 2,310 | 0.0% | 0.12% | 0.0% |
| Q4 2021 | $259,000 | +8.4% | 2,310 | -0.1% | 0.12% | -13.4% |
| Q3 2021 | $239,000 | -1.6% | 2,313 | -0.3% | 0.13% | -5.6% |
| Q2 2021 | $243,000 | +20.9% | 2,319 | +18.1% | 0.14% | +8.4% |
| Q1 2021 | $201,000 | – | 1,964 | – | 0.13% | – |
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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% |