VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,004 | 0.0% | 1,414 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $150,004 | +1.0% | 1,414 | +0.4% | 0.04% | -7.0% |
| Q1 2023 | $148,584 | -7.9% | 1,409 | -5.5% | 0.04% | -21.8% |
| Q4 2022 | $161,289 | +8.2% | 1,491 | +0.9% | 0.06% | +10.0% |
| Q3 2022 | $149,000 | -10.8% | 1,477 | -0.7% | 0.05% | +22.0% |
| Q2 2022 | $167,000 | 0.0% | 1,488 | 0.0% | 0.04% | +2.5% |
| Q1 2022 | $167,000 | – | 1,488 | – | 0.04% | – |
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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% |