VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $364,339 | -10.7% | 3,072 | -8.9% | 0.08% | -10.5% |
| Q1 2024 | $408,099 | +19.0% | 3,373 | +9.8% | 0.10% | +18.8% |
| Q4 2023 | $343,039 | +8.0% | 3,073 | 0.0% | 0.08% | -9.1% |
| Q3 2023 | $317,502 | -5.7% | 3,073 | -3.2% | 0.09% | -6.4% |
| Q2 2023 | $336,666 | +0.5% | 3,174 | 0.0% | 0.09% | -6.9% |
| Q1 2023 | $334,857 | -3.1% | 3,174 | -0.6% | 0.10% | -12.2% |
| Q4 2022 | $345,623 | -7.6% | 3,194 | -19.0% | 0.12% | -11.5% |
| Q3 2022 | $374,000 | -29.7% | 3,944 | -24.6% | 0.13% | -21.7% |
| Q2 2022 | $532,000 | -3.4% | 5,233 | +6.5% | 0.17% | +10.7% |
| Q1 2022 | $551,000 | 0.0% | 4,913 | +0.0% | 0.15% | +4.9% |
| Q4 2021 | $551,000 | +28.1% | 4,912 | +18.0% | 0.14% | +3.6% |
| Q3 2021 | $430,000 | -1.4% | 4,162 | 0.0% | 0.14% | -12.7% |
| Q2 2021 | $436,000 | +3.6% | 4,162 | 0.0% | 0.16% | +0.6% |
| Q1 2021 | $421,000 | – | 4,162 | – | 0.16% | – |
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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% |