VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $204,367 | +1.3% | 1,978 | +4.0% | 0.01% | -53.3% |
Q2 2023 | $201,745 | -9.4% | 1,902 | -9.9% | 0.02% | -11.8% |
Q1 2023 | $222,581 | -49.8% | 2,110 | -48.5% | 0.02% | -54.1% |
Q4 2022 | $443,445 | -44.8% | 4,098 | -51.6% | 0.04% | -51.3% |
Q3 2022 | $803,000 | +21.3% | 8,468 | +30.1% | 0.08% | +24.6% |
Q2 2022 | $662,000 | +26.6% | 6,510 | +39.6% | 0.06% | +48.8% |
Q1 2022 | $523,000 | +50.3% | 4,662 | +50.2% | 0.04% | +64.0% |
Q4 2021 | $348,000 | – | 3,103 | – | 0.02% | – |
Download |
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% |