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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $209,922 | -2.9% | 1,770 | -0.9% | 0.09% | -4.1% |
| Q1 2024 | $216,088 | -21.9% | 1,786 | -31.5% | 0.10% | -33.1% |
| Q2 2023 | $276,524 | +0.5% | 2,607 | 0.0% | 0.14% | -5.2% |
| Q1 2023 | $275,039 | -2.5% | 2,607 | 0.0% | 0.15% | -10.5% |
| Q4 2022 | $282,103 | +14.2% | 2,607 | 0.0% | 0.17% | +6.2% |
| Q3 2022 | $247,000 | -15.7% | 2,607 | 0.0% | 0.16% | +0.6% |
| Q1 2022 | $293,000 | -2.0% | 2,607 | -2.3% | 0.16% | +0.6% |
| Q4 2021 | $299,000 | +8.3% | 2,669 | 0.0% | 0.16% | -0.6% |
| Q3 2021 | $276,000 | -1.4% | 2,669 | 0.0% | 0.16% | -3.0% |
| Q2 2021 | $280,000 | +2.6% | 2,669 | -1.2% | 0.16% | -11.8% |
| Q1 2021 | $273,000 | +9.2% | 2,701 | -0.8% | 0.19% | +2.2% |
| Q4 2020 | $250,000 | – | 2,724 | – | 0.18% | – |
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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% |