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 | $91,915 | +5.3% | 775 | -8.3% | 0.08% | -8.9% |
| Q3 2023 | $87,306 | -2.6% | 845 | 0.0% | 0.09% | +2.3% |
| Q2 2023 | $89,630 | -24.4% | 845 | -22.9% | 0.09% | -3.3% |
| Q4 2022 | $118,598 | +5.0% | 1,096 | -1.6% | 0.09% | -6.2% |
| Q2 2022 | $113,000 | -41.5% | 1,114 | -35.4% | 0.10% | -13.4% |
| Q4 2021 | $193,000 | +8.4% | 1,725 | 0.0% | 0.11% | -10.4% |
| Q3 2021 | $178,000 | -14.0% | 1,725 | -15.9% | 0.12% | -27.3% |
| Q1 2021 | $207,000 | -45.8% | 2,050 | -49.4% | 0.17% | +93.3% |
| Q2 2020 | $382,000 | – | 4,050 | – | 0.09% | – |
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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% |