VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $750,097 | -1.9% | 6,325 | +0.1% | 0.32% | -5.0% |
| Q1 2024 | $764,749 | +8.4% | 6,321 | +0.0% | 0.34% | -0.6% |
| Q4 2023 | $705,313 | -3.0% | 6,318 | -10.2% | 0.34% | -8.0% |
| Q3 2023 | $727,268 | -1.7% | 7,039 | +0.9% | 0.37% | +0.3% |
| Q2 2023 | $739,743 | -0.5% | 6,974 | -1.0% | 0.37% | -8.4% |
| Q1 2023 | $743,364 | +8.0% | 7,046 | +10.8% | 0.41% | +1.8% |
| Q4 2022 | $688,063 | +114006.6% | 6,359 | +0.1% | 0.40% | +3.6% |
| Q3 2022 | $603 | -5.0% | 6,355 | +1.7% | 0.38% | 0.0% |
| Q2 2022 | $635 | -14.3% | 6,248 | -5.4% | 0.38% | +0.8% |
| Q1 2022 | $741 | +11.8% | 6,605 | +11.6% | 0.38% | +15.8% |
| Q4 2021 | $663 | +25.1% | 5,917 | +15.5% | 0.33% | +11.5% |
| Q3 2021 | $530 | -1.3% | 5,125 | +0.1% | 0.30% | -4.2% |
| Q2 2021 | $537 | +3.7% | 5,122 | +0.0% | 0.31% | -6.1% |
| Q1 2021 | $518 | +9.1% | 5,120 | -1.3% | 0.33% | +1.5% |
| Q4 2020 | $475 | -24.4% | 5,188 | -32.9% | 0.32% | -34.1% |
| Q3 2020 | $628 | -1.7% | 7,737 | -4.6% | 0.49% | -10.9% |
| Q2 2020 | $639 | +0.5% | 8,107 | -10.0% | 0.55% | -20.9% |
| Q1 2020 | $636 | – | 9,003 | – | 0.70% | – |
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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% |