VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,121 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,086,076 | -1.0% | 17,589 | +1.0% | 0.97% | -1.6% |
| Q1 2024 | $2,107,311 | +23.5% | 17,417 | +13.9% | 0.99% | +9.9% |
| Q4 2023 | $1,707,014 | +5.7% | 15,292 | -2.2% | 0.90% | -9.6% |
| Q3 2023 | $1,615,649 | +1.0% | 15,637 | +3.7% | 0.99% | +3.2% |
| Q2 2023 | $1,599,988 | +9.5% | 15,084 | +8.9% | 0.96% | +2.9% |
| Q1 2023 | $1,461,062 | +1.7% | 13,849 | +4.4% | 0.94% | -4.8% |
| Q4 2022 | $1,435,950 | +17.0% | 13,270 | +2.6% | 0.98% | +2.5% |
| Q3 2022 | $1,227,000 | -5.3% | 12,936 | +1.5% | 0.96% | +2.7% |
| Q2 2022 | $1,296,000 | -5.1% | 12,747 | +4.8% | 0.93% | +7.6% |
| Q1 2022 | $1,365,000 | +17.2% | 12,163 | +17.1% | 0.87% | +20.9% |
| Q4 2021 | $1,165,000 | +1.2% | 10,391 | -0.7% | 0.72% | -4.7% |
| Q3 2021 | $1,151,000 | – | 10,464 | – | 0.75% | – |
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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% |