VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,609,699 | -7.2% | 15,580 | -4.7% | 0.63% | -7.5% |
Q2 2023 | $1,734,747 | +2.2% | 16,355 | +1.7% | 0.68% | -3.1% |
Q1 2023 | $1,697,045 | -3.7% | 16,086 | -1.2% | 0.70% | -11.6% |
Q4 2022 | $1,762,280 | +5.9% | 16,286 | -7.1% | 0.79% | -4.3% |
Q3 2022 | $1,664,000 | -16.1% | 17,536 | -10.1% | 0.83% | -3.5% |
Q2 2022 | $1,983,000 | -19.4% | 19,496 | -11.1% | 0.86% | -8.7% |
Q1 2022 | $2,461,000 | +10.0% | 21,927 | +9.9% | 0.94% | +6.8% |
Q4 2021 | $2,237,000 | +19.9% | 19,954 | +10.6% | 0.88% | +9.7% |
Q3 2021 | $1,865,000 | -4.0% | 18,046 | -2.7% | 0.80% | -3.5% |
Q2 2021 | $1,943,000 | +48.1% | 18,546 | +42.8% | 0.83% | +29.8% |
Q1 2021 | $1,312,000 | +4.2% | 12,983 | -5.6% | 0.64% | -8.6% |
Q4 2020 | $1,259,000 | – | 13,756 | – | 0.70% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |