VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $587,894 | +1.1% | 4,957 | +3.2% | 0.27% | -1.5% |
| Q1 2024 | $581,296 | +10.8% | 4,805 | +2.2% | 0.27% | +2.6% |
| Q4 2023 | $524,632 | +212.2% | 4,700 | +189.1% | 0.27% | +184.0% |
| Q3 2023 | $168,032 | -0.4% | 1,626 | +2.3% | 0.09% | -12.1% |
| Q2 2023 | $168,654 | +2.6% | 1,590 | +2.1% | 0.11% | -0.9% |
| Q1 2023 | $164,365 | -2.2% | 1,558 | +0.4% | 0.11% | -5.3% |
| Q4 2022 | $168,000 | +16.7% | 1,552 | +2.4% | 0.11% | -2.6% |
| Q3 2022 | $144,000 | -5.9% | 1,515 | +0.5% | 0.12% | -9.3% |
| Q2 2022 | $153,000 | -9.5% | 1,508 | +0.4% | 0.13% | +4.9% |
| Q1 2022 | $169,000 | +45.7% | 1,502 | +44.8% | 0.12% | +44.7% |
| Q4 2021 | $116,000 | – | 1,037 | – | 0.08% | – |
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% |