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 | $355,800 | -2.0% | 3,000 | 0.0% | 0.20% | -5.6% |
| Q1 2024 | $362,971 | +8.4% | 3,000 | 0.0% | 0.22% | -3.6% |
| Q4 2023 | $334,891 | +8.0% | 3,000 | 0.0% | 0.22% | -9.3% |
| Q3 2023 | $309,960 | -2.6% | 3,000 | 0.0% | 0.25% | -7.9% |
| Q2 2023 | $318,211 | +0.5% | 3,000 | 0.0% | 0.27% | -23.9% |
| Q1 2023 | $316,500 | -28.7% | 3,000 | -26.8% | 0.35% | -35.9% |
| Q4 2022 | $443,661 | +6.4% | 4,100 | -6.8% | 0.55% | -2.8% |
| Q3 2022 | $417,000 | -6.7% | 4,400 | 0.0% | 0.56% | +8.3% |
| Q2 2022 | $447,000 | -26.2% | 4,400 | -18.5% | 0.52% | -8.3% |
| Q1 2022 | $606,000 | -11.4% | 5,400 | -11.5% | 0.57% | -6.6% |
| Q4 2021 | $684,000 | – | 6,100 | – | 0.61% | – |
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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% |