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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,414,280 | +561.6% | 28,220 | +510.4% | 1.02% | +412.5% |
| Q4 2023 | $516,087 | +8.6% | 4,623 | +0.5% | 0.20% | -3.4% |
| Q3 2023 | $475,048 | -8.5% | 4,598 | -6.1% | 0.21% | +1.5% |
| Q2 2023 | $519,317 | +6.1% | 4,896 | +6.3% | 0.20% | -16.4% |
| Q1 2023 | $489,252 | -2.2% | 4,604 | -0.4% | 0.24% | +6.1% |
| Q4 2022 | $500,271 | +14.5% | 4,623 | +0.5% | 0.23% | +3.6% |
| Q3 2022 | $437,000 | -13.6% | 4,601 | -7.5% | 0.22% | -13.6% |
| Q2 2022 | $506,000 | +2.0% | 4,972 | +12.5% | 0.26% | +16.8% |
| Q1 2022 | $496,000 | +0.2% | 4,420 | +0.2% | 0.22% | +10.6% |
| Q4 2021 | $495,000 | +22.5% | 4,411 | +12.7% | 0.20% | +5.3% |
| Q3 2021 | $404,000 | +13.8% | 3,914 | +16.0% | 0.19% | +17.4% |
| Q2 2021 | $355,000 | +2.6% | 3,374 | +1.3% | 0.16% | -5.3% |
| Q1 2021 | $346,000 | +1472.7% | 3,330 | +1133.3% | 0.17% | +1207.7% |
| Q3 2020 | $22,000 | – | 270 | – | 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% |