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 | $851,072 | +4.9% | 7,176 | +7.0% | 0.14% | +2.9% |
| Q1 2024 | $811,565 | +14.7% | 6,708 | +5.9% | 0.14% | +38.8% |
| Q4 2023 | $707,351 | +2.8% | 6,337 | -4.8% | 0.10% | -4.9% |
| Q3 2023 | $688,110 | -4.3% | 6,660 | -1.8% | 0.10% | +10.8% |
| Q2 2023 | $719,189 | +2.2% | 6,780 | +1.6% | 0.09% | +1.1% |
| Q1 2023 | $703,732 | -4.4% | 6,670 | -1.9% | 0.09% | -9.8% |
| Q4 2022 | $735,840 | +19.5% | 6,800 | +4.8% | 0.10% | +3.0% |
| Q3 2022 | $616,000 | +1.0% | 6,488 | +8.1% | 0.10% | +6.5% |
| Q2 2022 | $610,000 | -2.1% | 6,000 | +8.1% | 0.09% | +10.7% |
| Q1 2022 | $623,000 | +4.0% | 5,548 | +3.8% | 0.08% | +5.0% |
| Q4 2021 | $599,000 | +11.3% | 5,346 | +7.3% | 0.08% | +9.6% |
| Q3 2021 | $538,000 | +14.2% | 4,984 | +10.8% | 0.07% | +12.3% |
| Q2 2021 | $471,000 | +4.7% | 4,498 | +1.0% | 0.06% | -3.0% |
| Q1 2021 | $450,000 | +19.0% | 4,455 | +7.8% | 0.07% | +3.1% |
| Q4 2020 | $378,000 | – | 4,131 | – | 0.06% | – |
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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% |