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 | $535,479 | +2.4% | 4,515 | +4.4% | 0.10% | -3.0% |
| Q1 2024 | $523,161 | +14.6% | 4,324 | +5.7% | 0.10% | +3.1% |
| Q4 2023 | $456,565 | +5.3% | 4,090 | -2.5% | 0.10% | -2.0% |
| Q3 2023 | $433,426 | +4.2% | 4,195 | +7.0% | 0.10% | +6.5% |
| Q2 2023 | $415,794 | +0.5% | 3,920 | 0.0% | 0.09% | -4.1% |
| Q1 2023 | $413,560 | -15.9% | 3,920 | -13.9% | 0.10% | -43.6% |
| Q4 2022 | $491,815 | +17.1% | 4,553 | +2.9% | 0.17% | +4.2% |
| Q3 2022 | $420,000 | -14.6% | 4,424 | -5.3% | 0.16% | -1.2% |
| Q2 2022 | $492,000 | -12.0% | 4,673 | -6.2% | 0.17% | -0.6% |
| Q1 2022 | $559,000 | -11.3% | 4,980 | -11.4% | 0.17% | -9.7% |
| Q4 2021 | $630,000 | +2.3% | 5,621 | 0.0% | 0.19% | +1.1% |
| Q3 2021 | $616,000 | +4.1% | 5,621 | -0.1% | 0.18% | -1.1% |
| Q2 2021 | $592,000 | -0.7% | 5,626 | -2.2% | 0.19% | -1.6% |
| Q1 2021 | $596,000 | +11.6% | 5,750 | -1.4% | 0.19% | -6.4% |
| Q4 2020 | $534,000 | – | 5,833 | – | 0.20% | – |
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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% |