VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,286 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,642 | -2.2% | 4,493 | -0.4% | 0.41% | -3.7% |
| Q1 2024 | $543,651 | +11.3% | 4,511 | +3.1% | 0.43% | +6.7% |
| Q4 2023 | $488,549 | +10.6% | 4,377 | +2.4% | 0.40% | +8.3% |
| Q3 2023 | $441,745 | -4.6% | 4,276 | -2.1% | 0.37% | +0.3% |
| Q2 2023 | $463,049 | +0.5% | 4,366 | 0.0% | 0.37% | -3.1% |
| Q1 2023 | $460,560 | -2.5% | 4,366 | +0.0% | 0.38% | -5.2% |
| Q4 2022 | $472,391 | +11.2% | 4,365 | -2.8% | 0.40% | +4.1% |
| Q3 2022 | $425,000 | -6.0% | 4,489 | +0.9% | 0.39% | -0.3% |
| Q2 2022 | $452,000 | -15.0% | 4,448 | -5.8% | 0.39% | -10.2% |
| Q1 2022 | $532,000 | -0.4% | 4,723 | -0.9% | 0.43% | -0.2% |
| Q4 2021 | $534,000 | – | 4,764 | – | 0.43% | – |
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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% |