VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,330 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $5,637,888 | +100594.6% | 47,537 | +2.7% | 2.30% | -6.9% |
| Q1 2024 | $5,599 | +16.8% | 46,280 | +7.8% | 2.47% | +2.9% |
| Q4 2023 | $4,793 | +8.5% | 42,936 | +0.4% | 2.40% | -1.4% |
| Q3 2023 | $4,419 | -2.3% | 42,768 | +0.3% | 2.44% | -0.2% |
| Q2 2023 | $4,521 | -0.1% | 42,624 | -0.6% | 2.44% | -5.8% |
| Q1 2023 | $4,526 | -0.4% | 42,900 | +2.1% | 2.59% | -7.4% |
| Q4 2022 | $4,546 | -99.9% | 42,009 | +16.6% | 2.80% | +17.0% |
| Q3 2022 | $3,417,000 | +7.2% | 36,019 | +15.0% | 2.39% | +7.6% |
| Q2 2022 | $3,187,000 | +1.0% | 31,333 | +11.5% | 2.22% | +16.5% |
| Q1 2022 | $3,156,000 | +23.9% | 28,113 | +23.7% | 1.91% | +21.5% |
| Q4 2021 | $2,548,000 | – | 22,727 | – | 1.57% | – |
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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% |