VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,673,541 | -2.6% | 35,555 | -0.0% | 2.90% | -2.5% |
| Q2 2023 | $3,771,840 | +1.5% | 35,560 | +0.9% | 2.98% | -6.3% |
| Q1 2023 | $3,717,502 | +3.2% | 35,237 | +5.9% | 3.18% | -3.1% |
| Q4 2022 | $3,600,595 | +61.0% | 33,274 | +41.1% | 3.28% | +41.6% |
| Q3 2022 | $2,237,000 | +74.0% | 23,582 | +86.6% | 2.32% | +74.2% |
| Q2 2022 | $1,286,000 | +140.8% | 12,641 | +165.8% | 1.33% | +174.6% |
| Q1 2022 | $534,000 | +3.1% | 4,755 | +2.9% | 0.48% | +5.7% |
| Q4 2021 | $518,000 | – | 4,622 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |