VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $534,804 | -15.3% | 4,509 | -13.6% | 0.14% | -24.2% |
| Q1 2024 | $631,216 | -17.3% | 5,217 | -23.7% | 0.19% | -26.8% |
| Q4 2023 | $763,566 | +2.4% | 6,840 | -5.3% | 0.25% | -9.3% |
| Q3 2023 | $745,891 | -0.7% | 7,219 | +1.9% | 0.28% | +6.9% |
| Q2 2023 | $751,324 | -5.2% | 7,083 | -5.7% | 0.26% | -12.4% |
| Q1 2023 | $792,560 | -37.4% | 7,512 | -35.8% | 0.30% | -47.6% |
| Q4 2022 | $1,265,649 | +107067.6% | 11,696 | -6.1% | 0.57% | +10.0% |
| Q3 2022 | $1,181 | – | 12,451 | – | 0.52% | – |
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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% |