VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $321,258 | -1.9% | 2,709 | +0.1% | 0.14% | -5.3% |
| Q1 2024 | $327,565 | +8.4% | 2,707 | +0.0% | 0.15% | -2.6% |
| Q4 2023 | $302,126 | +8.1% | 2,706 | +0.0% | 0.16% | -4.3% |
| Q3 2023 | $279,475 | -2.6% | 2,705 | +0.0% | 0.16% | -0.6% |
| Q2 2023 | $286,791 | -6.0% | 2,704 | -6.4% | 0.16% | -26.2% |
| Q1 2023 | $304,946 | +0.9% | 2,890 | +3.5% | 0.22% | -9.1% |
| Q4 2022 | $302,165 | +14.0% | 2,792 | 0.0% | 0.24% | +2.1% |
| Q3 2022 | $265,000 | -6.7% | 2,792 | +0.0% | 0.24% | -7.8% |
| Q2 2022 | $284,000 | -11.8% | 2,791 | -2.7% | 0.26% | -3.7% |
| Q1 2022 | $322,000 | 0.0% | 2,869 | 0.0% | 0.27% | -1.1% |
| Q4 2021 | $322,000 | – | 2,869 | – | 0.27% | – |
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% |