VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,974,757 | -17.9% | 19,113 | -15.7% | 0.49% | -16.8% |
| Q2 2023 | $2,404,280 | -0.7% | 22,666 | -1.2% | 0.58% | -3.5% |
| Q1 2023 | $2,421,535 | -6.7% | 22,952 | -4.3% | 0.60% | -22.0% |
| Q4 2022 | $2,595,951 | +21.6% | 23,989 | +14.3% | 0.78% | -0.3% |
| Q2 2022 | $2,134,000 | -3.2% | 20,980 | +6.8% | 0.78% | -9.6% |
| Q1 2022 | $2,204,000 | +13.1% | 19,636 | +13.0% | 0.86% | +13.4% |
| Q4 2021 | $1,948,000 | – | 17,373 | – | 0.76% | – |
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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% |