VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,097 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $979,636 | -8.2% | 8,260 | -6.4% | 0.50% | -9.2% |
| Q1 2024 | $1,067,616 | +8.4% | 8,824 | 0.0% | 0.55% | +0.5% |
| Q4 2023 | $985,023 | +6.1% | 8,824 | -1.8% | 0.55% | -3.7% |
| Q3 2023 | $928,020 | -2.6% | 8,982 | 0.0% | 0.57% | +0.2% |
| Q2 2023 | $952,721 | -4.1% | 8,982 | -4.6% | 0.57% | -7.9% |
| Q1 2023 | $993,494 | -5.0% | 9,417 | -2.6% | 0.62% | -9.6% |
| Q4 2022 | $1,045,850 | +10.9% | 9,665 | -2.8% | 0.68% | +0.3% |
| Q3 2022 | $943,000 | -8.1% | 9,942 | -1.5% | 0.68% | -3.3% |
| Q2 2022 | $1,026,000 | -9.9% | 10,089 | -0.6% | 0.70% | 0.0% |
| Q1 2022 | $1,139,000 | -0.4% | 10,151 | -0.5% | 0.70% | -0.6% |
| Q4 2021 | $1,144,000 | +6.4% | 10,201 | -1.9% | 0.71% | -10.6% |
| Q3 2021 | $1,075,000 | -4.9% | 10,399 | -3.6% | 0.79% | +50.8% |
| Q2 2021 | $1,130,000 | -0.7% | 10,787 | -4.2% | 0.53% | -15.8% |
| Q1 2021 | $1,138,000 | – | 11,257 | – | 0.62% | – |
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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% |