VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $222,968 | -4.0% | 1,880 | -2.1% | 0.13% | -7.9% |
| Q1 2024 | $232,301 | +6.0% | 1,920 | -2.2% | 0.14% | -3.5% |
| Q4 2023 | $219,241 | +5.1% | 1,964 | -2.7% | 0.14% | -3.4% |
| Q3 2023 | $208,603 | +2.5% | 2,019 | +5.3% | 0.15% | +6.4% |
| Q2 2023 | $203,442 | -15.6% | 1,918 | -16.0% | 0.14% | -19.5% |
| Q1 2023 | $240,962 | -2.5% | 2,284 | 0.0% | 0.17% | -10.3% |
| Q4 2022 | $247,152 | +7.9% | 2,284 | -3.7% | 0.19% | -0.5% |
| Q3 2022 | $229,000 | -5.0% | 2,372 | 0.0% | 0.20% | -7.6% |
| Q2 2022 | $241,000 | -10.1% | 2,372 | -0.6% | 0.21% | +3.9% |
| Q1 2022 | $268,000 | -0.4% | 2,386 | -0.5% | 0.20% | -2.4% |
| Q4 2021 | $269,000 | -10.6% | 2,398 | -17.7% | 0.21% | -18.8% |
| Q3 2021 | $301,000 | -3.5% | 2,912 | -2.3% | 0.26% | -4.5% |
| Q2 2021 | $312,000 | -4.6% | 2,982 | -7.8% | 0.27% | -13.0% |
| Q1 2021 | $327,000 | -1.2% | 3,234 | -10.6% | 0.31% | -5.2% |
| Q4 2020 | $331,000 | – | 3,619 | – | 0.32% | – |
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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% |