VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,107,418 | -59.6% | 49,433 | -58.5% | 1.67% | -68.7% |
| Q2 2023 | $12,637,181 | -1.4% | 119,140 | -1.9% | 5.35% | -5.0% |
| Q1 2023 | $12,811,920 | -29.6% | 121,440 | -27.8% | 5.64% | -6.7% |
| Q4 2022 | $18,208,280 | +34.8% | 168,268 | +18.2% | 6.04% | +14.7% |
| Q3 2022 | $13,511,000 | -30.9% | 142,400 | -25.9% | 5.27% | -32.0% |
| Q2 2022 | $19,554,000 | -26.3% | 192,273 | -18.6% | 7.75% | -16.5% |
| Q1 2022 | $26,515,000 | +142.1% | 236,193 | +141.8% | 9.28% | +105.3% |
| Q4 2021 | $10,951,000 | +8.0% | 97,677 | -0.4% | 4.52% | +9.7% |
| Q3 2021 | $10,136,000 | -1.8% | 98,077 | -0.4% | 4.12% | -12.2% |
| Q2 2021 | $10,317,000 | +9.0% | 98,477 | +5.2% | 4.69% | +8.0% |
| Q1 2021 | $9,464,000 | +9.9% | 93,627 | -0.5% | 4.35% | -13.6% |
| Q4 2020 | $8,612,000 | – | 94,107 | – | 5.03% | – |
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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% |