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 | $62,265 | -2.0% | 525 | 0.0% | 0.01% | -7.1% |
| Q1 2024 | $63,520 | -7.5% | 525 | -14.6% | 0.01% | -12.5% |
| Q4 2023 | $68,652 | +8.0% | 615 | 0.0% | 0.02% | -11.1% |
| Q3 2023 | $63,542 | -2.6% | 615 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $65,233 | +0.5% | 615 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $64,883 | -2.5% | 615 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $66,549 | +505.0% | 615 | +515.0% | 0.02% | +400.0% |
| Q2 2021 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $8,000 | -20.0% | 100 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $10,000 | – | 100 | – | 0.01% | – |
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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% |