VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $792 | +3.1% | 6,678 | +5.1% | 0.51% | +4.9% |
| Q1 2024 | $768 | +21.7% | 6,351 | +12.4% | 0.49% | +13.2% |
| Q4 2023 | $631 | +4.6% | 5,650 | -3.2% | 0.43% | -5.3% |
| Q3 2023 | $603 | +1.9% | 5,835 | +4.6% | 0.46% | +0.9% |
| Q2 2023 | $592 | +5.2% | 5,579 | +4.6% | 0.45% | -8.0% |
| Q1 2023 | $563 | -48.9% | 5,332 | -47.6% | 0.49% | +9.1% |
| Q4 2022 | $1,102 | -99.8% | 10,182 | +114.4% | 0.45% | +13.1% |
| Q3 2022 | $451,000 | +45000.0% | 4,749 | +94880.0% | 0.40% | +39600.0% |
| Q2 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | -66.7% | 5 | -80.0% | 0.00% | -75.0% |
| Q4 2021 | $3,000 | – | 25 | – | 0.00% | – |
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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% |