VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,147,065 | -33.4% | 10,276 | -38.3% | 0.16% | -31.5% |
| Q3 2023 | $1,722,100 | -2.6% | 16,668 | -0.0% | 0.23% | -8.7% |
| Q2 2023 | $1,768,718 | -0.9% | 16,675 | -1.4% | 0.25% | -9.6% |
| Q1 2023 | $1,784,098 | -4.2% | 16,911 | -1.7% | 0.28% | -14.3% |
| Q4 2022 | $1,862,538 | +16.2% | 17,212 | +1.9% | 0.33% | -18.4% |
| Q3 2022 | $1,603,000 | -7.6% | 16,891 | -1.0% | 0.40% | -17.8% |
| Q2 2022 | $1,735,000 | -9.5% | 17,057 | -0.1% | 0.49% | +2.3% |
| Q1 2022 | $1,917,000 | +1.6% | 17,079 | +1.5% | 0.48% | -2.6% |
| Q4 2021 | $1,886,000 | +121.6% | 16,822 | +104.2% | 0.49% | +76.6% |
| Q3 2021 | $851,000 | +25.3% | 8,236 | +27.1% | 0.28% | +29.9% |
| Q2 2021 | $679,000 | -1.2% | 6,479 | -4.7% | 0.21% | -13.4% |
| Q1 2021 | $687,000 | +6.7% | 6,800 | -3.4% | 0.25% | -4.3% |
| Q4 2020 | $644,000 | – | 7,042 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 165,516 | $12,909,000 | 16.38% |
| Financial Sense Advisors, Inc. | 254,450 | $19,845,000 | 12.54% |
| RELIANCE TRUST CO | 6,147 | $479,000 | 11.97% |
| Opus Capital Group, LLC | 730,740 | $56,990,000 | 11.87% |
| HCR Wealth Advisors | 459,338 | $35,824,000 | 11.57% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,045,478 | $159,527,000 | 10.92% |
| Edge Capital Group, LLC | 1,239,740 | $96,687,000 | 10.49% |
| Measured Wealth Private Client Group, LLC | 148,018 | $11,544,000 | 10.47% |
| Armor Investment Advisors, LLC | 119,481 | $9,318,000 | 9.46% |
| Global Strategic Investment Solutions, LLC | 115,734 | $9,026,000 | 7.69% |