VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,419 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,332,800 | -36.0% | 11,238 | -34.7% | 0.05% | +23.7% |
Q1 2024 | $2,082,475 | +12.2% | 17,212 | +3.5% | 0.04% | -37.7% |
Q4 2023 | $1,855,380 | -12.3% | 16,622 | -18.8% | 0.06% | -24.7% |
Q3 2023 | $2,115,153 | -2.9% | 20,472 | -0.4% | 0.08% | +1.2% |
Q2 2023 | $2,179,387 | +2.2% | 20,547 | +1.6% | 0.08% | -3.6% |
Q1 2023 | $2,132,570 | +140756.7% | 20,214 | +44.5% | 0.08% | -2.4% |
Q4 2022 | $1,514 | -99.9% | 13,988 | +10.5% | 0.08% | +16.4% |
Q3 2022 | $1,201,000 | -14.0% | 12,659 | -7.8% | 0.07% | +25.9% |
Q2 2022 | $1,396,000 | +0.4% | 13,725 | +10.4% | 0.06% | +56.8% |
Q1 2022 | $1,391,000 | -63.1% | 12,436 | -63.0% | 0.04% | -56.0% |
Q4 2021 | $3,773,000 | +207.5% | 33,653 | +177.7% | 0.08% | +154.5% |
Q3 2021 | $1,227,000 | -0.1% | 12,118 | +3.4% | 0.03% | 0.0% |
Q2 2021 | $1,228,000 | -77.8% | 11,721 | -78.5% | 0.03% | -77.6% |
Q1 2021 | $5,536,000 | – | 54,564 | – | 0.15% | – |
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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% |