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 | $31,329,630 | -0.5% | 264,162 | +1.5% | 7.63% | +1.1% |
| Q1 2024 | $31,501,720 | +9.0% | 260,366 | +0.6% | 7.55% | +3.7% |
| Q4 2023 | $28,902,097 | +6.3% | 258,910 | -1.6% | 7.28% | -29.5% |
| Q3 2023 | $27,188,950 | -2.4% | 263,153 | +0.2% | 10.32% | +2.5% |
| Q2 2023 | $27,854,880 | +0.3% | 262,608 | -0.3% | 10.06% | -5.5% |
| Q1 2023 | $27,783,245 | +0.7% | 263,348 | +3.3% | 10.65% | -5.7% |
| Q4 2022 | $27,595,093 | +15.2% | 255,014 | +1.0% | 11.30% | +4.2% |
| Q3 2022 | $23,948,000 | -3.3% | 252,403 | +3.7% | 10.85% | -2.7% |
| Q2 2022 | $24,753,000 | -2.4% | 243,392 | +7.7% | 11.15% | +8.4% |
| Q1 2022 | $25,360,000 | +10.8% | 225,928 | +10.7% | 10.29% | +1.5% |
| Q4 2021 | $22,880,000 | +20.8% | 204,089 | +11.4% | 10.14% | -27.7% |
| Q3 2021 | $18,943,000 | -0.9% | 183,285 | +0.5% | 14.01% | +0.6% |
| Q2 2021 | $19,110,000 | +7.1% | 182,404 | +3.3% | 13.93% | -1.8% |
| Q1 2021 | $17,844,000 | +15.8% | 176,516 | +4.9% | 14.18% | +0.6% |
| Q4 2020 | $15,404,000 | – | 168,338 | – | 14.11% | – |
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% |