VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,272,627 | +2.8% | 21,996 | +6.0% | 1.06% | +2.2% |
| Q2 2023 | $2,210,901 | -0.1% | 20,746 | -1.1% | 1.04% | -4.8% |
| Q1 2023 | $2,213,707 | -2.5% | 20,983 | 0.0% | 1.09% | -6.8% |
| Q4 2022 | $2,270,570 | +14.0% | 20,983 | 0.0% | 1.17% | +3.3% |
| Q3 2022 | $1,991,000 | -6.7% | 20,983 | 0.0% | 1.14% | -2.6% |
| Q2 2022 | $2,134,000 | -9.4% | 20,983 | 0.0% | 1.16% | +2.9% |
| Q1 2022 | $2,355,000 | -0.4% | 20,983 | -0.5% | 1.13% | +9.0% |
| Q4 2021 | $2,364,000 | +8.7% | 21,083 | +0.2% | 1.04% | +5.4% |
| Q3 2021 | $2,174,000 | -1.4% | 21,034 | 0.0% | 0.99% | +8.6% |
| Q2 2021 | $2,204,000 | +14.5% | 21,034 | 0.0% | 0.91% | -3.4% |
| Q4 2020 | $1,925,000 | +13.1% | 21,034 | 0.0% | 0.94% | -9.9% |
| Q3 2020 | $1,702,000 | +2.7% | 21,034 | 0.0% | 1.04% | -10.3% |
| Q2 2020 | $1,657,000 | +106.6% | 21,034 | +85.6% | 1.16% | +59.3% |
| Q1 2020 | $802,000 | – | 11,332 | – | 0.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |