VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,695,739 | +5.0% | 103,521 | +7.8% | 3.88% | +4.6% |
| Q2 2023 | $10,188,188 | +12.7% | 96,052 | +12.1% | 3.71% | +6.1% |
| Q1 2023 | $9,036,880 | +4.9% | 85,658 | +7.6% | 3.50% | -0.7% |
| Q4 2022 | $8,616,273 | +23.2% | 79,625 | +8.0% | 3.52% | +1.7% |
| Q3 2022 | $6,992,000 | +10.9% | 73,697 | +18.9% | 3.46% | +15.6% |
| Q2 2022 | $6,304,000 | +234.8% | 61,984 | +269.5% | 2.99% | +243.2% |
| Q1 2022 | $1,883,000 | +2.1% | 16,775 | +1.9% | 0.87% | -3.5% |
| Q4 2021 | $1,845,000 | +8.4% | 16,457 | -0.1% | 0.90% | -17.0% |
| Q3 2021 | $1,702,000 | +9.5% | 16,469 | +11.0% | 1.09% | +3.3% |
| Q2 2021 | $1,555,000 | +3.8% | 14,838 | +0.1% | 1.05% | -9.4% |
| Q1 2021 | $1,498,000 | +8.9% | 14,820 | -1.5% | 1.16% | -2.1% |
| Q4 2020 | $1,376,000 | – | 15,039 | – | 1.19% | – |
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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% |