VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $845,744 | -7.1% | 7,131 | -5.3% | 0.06% | -12.5% |
| Q1 2024 | $910,826 | +8.8% | 7,528 | +0.4% | 0.06% | 0.0% |
| Q4 2023 | $837,251 | -74.9% | 7,500 | -76.7% | 0.06% | -77.6% |
| Q3 2023 | $3,330,286 | -3.9% | 32,233 | -1.3% | 0.29% | -3.7% |
| Q2 2023 | $3,465,238 | +4.2% | 32,669 | +3.7% | 0.30% | -2.6% |
| Q1 2023 | $3,324,099 | -1.8% | 31,508 | +0.7% | 0.30% | -7.6% |
| Q4 2022 | $3,384,889 | +14.3% | 31,281 | +0.2% | 0.33% | +5.4% |
| Q3 2022 | $2,962,000 | -10.8% | 31,218 | -4.4% | 0.31% | -12.1% |
| Q2 2022 | $3,319,000 | -7.6% | 32,639 | +2.0% | 0.36% | -4.8% |
| Q1 2022 | $3,593,000 | +5.8% | 32,011 | +5.7% | 0.37% | +8.7% |
| Q4 2021 | $3,396,000 | +12.2% | 30,288 | +3.4% | 0.34% | +1.8% |
| Q3 2021 | $3,028,000 | +2.8% | 29,298 | +4.2% | 0.34% | -2.0% |
| Q2 2021 | $2,945,000 | +71.9% | 28,113 | +65.9% | 0.34% | +48.1% |
| Q1 2021 | $1,713,000 | +239.2% | 16,943 | +206.8% | 0.23% | +210.7% |
| Q4 2020 | $505,000 | – | 5,523 | – | 0.08% | – |
Download | ||||||
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% |