VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |