VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $354,495 | -2.0% | 2,989 | 0.0% | 0.12% | -5.3% |
| Q1 2024 | $361,639 | +6.0% | 2,989 | -2.2% | 0.13% | -18.5% |
| Q4 2023 | $341,141 | +8.0% | 3,056 | 0.0% | 0.16% | +3.2% |
| Q3 2023 | $315,746 | -7.1% | 3,056 | -4.6% | 0.16% | -13.3% |
| Q2 2023 | $339,848 | +4.7% | 3,204 | +4.2% | 0.18% | -2.7% |
| Q1 2023 | $324,518 | +1.6% | 3,076 | +4.2% | 0.19% | -14.3% |
| Q4 2022 | $319,436 | +6.1% | 2,952 | -7.0% | 0.22% | -7.3% |
| Q3 2022 | $301,000 | -1.0% | 3,175 | +6.3% | 0.23% | 0.0% |
| Q2 2022 | $304,000 | -12.9% | 2,986 | -3.9% | 0.23% | -10.3% |
| Q1 2022 | $349,000 | -27.3% | 3,108 | -27.4% | 0.26% | -32.9% |
| Q4 2021 | $480,000 | – | 4,281 | – | 0.39% | – |
Download | ||||||
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% |