VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 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 | $286,083 | +0.6% | 2,301 | -2.1% | 0.25% | -9.5% |
| Q1 2024 | $284,447 | +7.2% | 2,351 | -1.1% | 0.28% | -8.9% |
| Q4 2023 | $265,233 | +22.2% | 2,376 | +13.1% | 0.30% | +12.3% |
| Q3 2023 | $216,972 | -3.2% | 2,100 | -0.6% | 0.27% | -10.9% |
| Q2 2023 | $224,126 | -7.2% | 2,113 | -7.7% | 0.30% | -12.7% |
| Q1 2023 | $241,595 | -1.4% | 2,290 | +1.1% | 0.35% | -8.5% |
| Q4 2022 | $245,096 | +3.0% | 2,265 | +1.1% | 0.38% | +6.2% |
| Q2 2022 | $238,000 | -6.3% | 2,240 | -1.1% | 0.36% | +3.8% |
| Q1 2022 | $254,000 | +5.8% | 2,265 | +5.7% | 0.34% | +11.0% |
| Q4 2021 | $240,000 | +9.6% | 2,143 | +1.2% | 0.31% | +1.3% |
| Q3 2021 | $219,000 | -4.8% | 2,118 | -3.4% | 0.30% | -6.2% |
| Q2 2021 | $230,000 | +6.0% | 2,193 | +2.3% | 0.32% | -4.4% |
| Q1 2021 | $217,000 | – | 2,143 | – | 0.34% | – |
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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% |