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 | $249,891 | -2.0% | 2,107 | 0.0% | 0.21% | -7.8% |
| Q1 2024 | $254,926 | +8.4% | 2,107 | 0.0% | 0.23% | -4.2% |
| Q4 2023 | $235,205 | +8.0% | 2,107 | 0.0% | 0.24% | +0.4% |
| Q3 2023 | $217,696 | -2.6% | 2,107 | 0.0% | 0.24% | +3.5% |
| Q2 2023 | $223,490 | +0.5% | 2,107 | 0.0% | 0.23% | -10.1% |
| Q1 2023 | $222,289 | -2.5% | 2,107 | 0.0% | 0.26% | -7.2% |
| Q4 2022 | $227,998 | +14.0% | 2,107 | 0.0% | 0.28% | +15.4% |
| Q3 2022 | $200,000 | -6.5% | 2,107 | 0.0% | 0.24% | +2.6% |
| Q2 2022 | $214,000 | -9.7% | 2,107 | 0.0% | 0.23% | +18.8% |
| Q1 2022 | $237,000 | +0.4% | 2,107 | 0.0% | 0.20% | +7.7% |
| Q4 2021 | $236,000 | – | 2,107 | – | 0.18% | – |
Download | ||||||
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% |