VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,451 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,521,423 | -7.5% | 46,555 | -5.6% | 3.64% | -10.6% |
| Q1 2024 | $5,969,284 | +7.4% | 49,337 | -0.9% | 4.07% | +0.7% |
| Q4 2023 | $5,559,509 | +6.2% | 49,803 | -1.7% | 4.04% | -0.8% |
| Q3 2023 | $5,236,671 | -2.4% | 50,684 | +0.2% | 4.07% | +0.5% |
| Q2 2023 | $5,364,278 | -11.9% | 50,573 | -12.3% | 4.05% | -16.5% |
| Q1 2023 | $6,086,928 | -1.9% | 57,696 | +0.6% | 4.85% | -5.6% |
| Q4 2022 | $6,205,735 | +132.9% | 57,349 | +104.3% | 5.14% | +99.1% |
| Q3 2022 | $2,664,000 | -11.4% | 28,077 | -5.1% | 2.58% | -5.0% |
| Q2 2022 | $3,008,000 | -6.1% | 29,582 | +3.6% | 2.72% | +1.5% |
| Q1 2022 | $3,204,000 | +4.3% | 28,542 | +4.2% | 2.68% | +9.1% |
| Q4 2021 | $3,072,000 | +10.9% | 27,402 | +2.3% | 2.45% | +4.8% |
| Q3 2021 | $2,769,000 | +0.8% | 26,792 | +2.2% | 2.34% | +1.0% |
| Q2 2021 | $2,746,000 | +3.6% | 26,212 | 0.0% | 2.32% | -2.6% |
| Q1 2021 | $2,650,000 | +10.2% | 26,212 | -0.3% | 2.38% | +15.6% |
| Q4 2020 | $2,405,000 | – | 26,282 | – | 2.06% | – |
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% |