VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $112,322 | -0.6% | 1,038 | -12.7% | 0.02% | -19.0% |
| Q3 2022 | $113,000 | -7.4% | 1,189 | -0.8% | 0.02% | -4.5% |
| Q2 2022 | $122,000 | -83.9% | 1,199 | -83.7% | 0.02% | -85.2% |
| Q3 2021 | $758,000 | -1.6% | 7,334 | -0.2% | 0.15% | -6.3% |
| Q2 2021 | $770,000 | +6.5% | 7,347 | +2.8% | 0.16% | -11.7% |
| Q1 2021 | $723,000 | +34.9% | 7,149 | +22.1% | 0.18% | +23.3% |
| Q4 2020 | $536,000 | – | 5,856 | – | 0.15% | – |
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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% |