VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 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 2023 | $408,967 | -0.5% | 3,899 | +0.8% | 0.16% | -7.1% |
| Q1 2023 | $411,110 | -3.0% | 3,869 | +0.7% | 0.17% | -4.5% |
| Q4 2022 | $423,869 | +20.4% | 3,844 | +6.6% | 0.18% | -37.0% |
| Q3 2022 | $352,000 | -7.9% | 3,605 | -3.0% | 0.28% | -10.5% |
| Q2 2022 | $382,000 | -1.8% | 3,718 | +5.7% | 0.31% | +20.3% |
| Q1 2022 | $389,000 | +9.6% | 3,519 | +12.2% | 0.26% | +13.0% |
| Q4 2021 | $355,000 | – | 3,137 | – | 0.23% | – |
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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% |