VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,289 | -88.7% | 4,784 | -88.4% | 0.30% | -85.7% |
| Q2 2023 | $4,358,598 | +82543.1% | 41,092 | -17.8% | 2.11% | -22.0% |
| Q1 2023 | $5,274 | -4.5% | 49,989 | -2.1% | 2.71% | -12.2% |
| Q4 2022 | $5,525 | -99.8% | 51,063 | +62.2% | 3.08% | +81.1% |
| Q3 2022 | $2,988,000 | -2.5% | 31,489 | +4.4% | 1.70% | -18.9% |
| Q2 2022 | $3,066,000 | – | 30,151 | – | 2.10% | – |
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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% |