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 | $1,144,604 | -3.0% | 9,651 | -1.0% | 0.17% | -5.1% |
| Q1 2024 | $1,179,497 | +2.1% | 9,749 | -5.8% | 0.18% | -11.0% |
| Q4 2023 | $1,154,771 | -83.9% | 10,345 | -85.1% | 0.20% | -83.4% |
| Q3 2023 | $7,179,552 | -0.1% | 69,489 | +2.5% | 1.21% | +17.9% |
| Q2 2023 | $7,188,197 | +66.8% | 67,768 | +70.2% | 1.02% | +23.0% |
| Q4 2022 | $4,308,422 | +54.4% | 39,815 | +35.4% | 0.83% | +27.4% |
| Q3 2022 | $2,791,000 | -30.1% | 29,412 | -25.0% | 0.65% | -24.5% |
| Q2 2022 | $3,990,000 | – | 39,229 | – | 0.86% | – |
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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% |