VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,419 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44,950 | -34.4% | 379 | -33.0% | 0.01% | -35.7% |
| Q1 2024 | $68,481 | -40.8% | 566 | -45.4% | 0.01% | -46.2% |
| Q4 2023 | $115,649 | -2.6% | 1,036 | -9.8% | 0.03% | -13.3% |
| Q3 2023 | $118,755 | +47.5% | 1,149 | +51.4% | 0.03% | +50.0% |
| Q2 2023 | $80,508 | +0.5% | 759 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $80,075 | -2.5% | 759 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $82,131 | +14.1% | 759 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $72,000 | – | 759 | – | 0.02% | – |
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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% |