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 | $296,838 | -57.1% | 2,873 | -55.9% | 0.03% | -6.5% |
| Q2 2023 | $691,152 | +101.1% | 6,516 | +100.0% | 0.03% | -3.1% |
| Q1 2023 | $343,719 | -47.6% | 3,258 | -46.3% | 0.03% | +6.7% |
| Q4 2022 | $656,402 | +160.5% | 6,066 | +128.7% | 0.03% | +20.0% |
| Q3 2022 | $252,000 | +2.0% | 2,652 | +9.3% | 0.02% | +4.2% |
| Q2 2022 | $247,000 | -9.2% | 2,426 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $272,000 | 0.0% | 2,426 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $272,000 | – | 2,426 | – | 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% |