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 | $474,400 | -2.0% | 4,000 | 0.0% | 0.01% | -66.7% |
| Q1 2024 | $483,960 | -75.7% | 4,000 | -77.6% | 0.03% | -75.6% |
| Q4 2023 | $1,990,758 | +8.0% | 17,834 | 0.0% | 0.12% | +10.8% |
| Q3 2023 | $1,842,561 | -2.6% | 17,834 | 0.0% | 0.11% | +12.1% |
| Q2 2023 | $1,891,603 | +198.8% | 17,834 | +197.2% | 0.10% | +182.9% |
| Q1 2023 | $633,000 | -72.8% | 6,000 | -72.1% | 0.04% | -44.4% |
| Q4 2022 | $2,324,625 | +14.8% | 21,483 | +0.7% | 0.06% | +18.9% |
| Q3 2022 | $2,025,000 | -6.7% | 21,338 | 0.0% | 0.05% | +3.9% |
| Q2 2022 | $2,170,000 | +152.6% | 21,338 | +179.0% | 0.05% | +183.3% |
| Q1 2022 | $859,000 | -64.1% | 7,649 | -64.2% | 0.02% | -61.7% |
| Q4 2021 | $2,392,000 | – | 21,337 | – | 0.05% | – |
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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% |