VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,424 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $588,504 | -10.9% | 4,962 | -9.1% | 0.40% | -10.2% |
| Q1 2024 | $660,302 | +10.6% | 5,458 | +2.1% | 0.44% | +6.8% |
| Q4 2023 | $596,834 | +9.9% | 5,347 | +1.7% | 0.41% | +1.0% |
| Q3 2023 | $543,105 | -2.6% | 5,257 | 0.0% | 0.41% | +5.4% |
| Q2 2023 | $557,561 | +0.5% | 5,257 | 0.0% | 0.39% | -2.3% |
| Q1 2023 | $554,566 | -2.5% | 5,257 | 0.0% | 0.40% | -8.1% |
| Q4 2022 | $568,809 | +14.0% | 5,257 | 0.0% | 0.43% | -22.7% |
| Q3 2022 | $499,000 | -6.7% | 5,257 | 0.0% | 0.56% | -1.6% |
| Q2 2022 | $535,000 | -9.3% | 5,257 | 0.0% | 0.57% | +2.5% |
| Q1 2022 | $590,000 | +0.2% | 5,257 | 0.0% | 0.56% | +10.6% |
| Q4 2021 | $589,000 | +9.7% | 5,257 | +1.2% | 0.50% | +2.2% |
| Q3 2021 | $537,000 | -0.2% | 5,197 | +1.1% | 0.49% | +0.2% |
| Q2 2021 | $538,000 | +3.5% | 5,140 | 0.0% | 0.49% | -5.0% |
| Q1 2021 | $520,000 | +10.6% | 5,140 | 0.0% | 0.52% | +36.1% |
| Q4 2020 | $470,000 | – | 5,140 | – | 0.38% | – |
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% |