VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $166,024,913 | -6.8% | 1,606,900 | -4.3% | 0.02% | -5.3% |
| Q2 2023 | $178,142,727 | +1.3% | 1,679,482 | +0.7% | 0.02% | -9.5% |
| Q1 2023 | $175,887,099 | +106357.6% | 1,667,167 | +9.2% | 0.02% | -4.5% |
| Q4 2022 | $165,218 | -99.9% | 1,526,828 | +3.5% | 0.02% | +10.0% |
| Q3 2022 | $139,984,000 | -8.2% | 1,475,379 | -1.6% | 0.02% | -4.8% |
| Q2 2022 | $152,426,000 | -1.7% | 1,498,778 | +8.5% | 0.02% | +10.5% |
| Q1 2022 | $155,125,000 | -31.2% | 1,381,960 | -31.3% | 0.02% | -26.9% |
| Q4 2021 | $225,573,000 | +15.6% | 2,012,073 | +6.6% | 0.03% | +8.3% |
| Q3 2021 | $195,066,000 | +95.6% | 1,887,425 | +98.3% | 0.02% | +100.0% |
| Q2 2021 | $99,721,000 | +29.3% | 951,803 | +24.8% | 0.01% | +20.0% |
| Q1 2021 | $77,121,000 | +63.2% | 762,895 | +47.8% | 0.01% | +42.9% |
| Q4 2020 | $47,249,000 | +141.7% | 516,324 | +112.1% | 0.01% | +133.3% |
| Q3 2020 | $19,552,000 | -24.8% | 243,461 | -26.2% | 0.00% | -40.0% |
| Q2 2020 | $25,990,000 | +10.2% | 329,914 | -1.0% | 0.01% | -16.7% |
| Q1 2020 | $23,587,000 | -19.9% | 333,382 | +6.1% | 0.01% | +20.0% |
| Q4 2019 | $29,436,000 | +9.0% | 314,121 | +3.2% | 0.01% | 0.0% |
| Q3 2019 | $27,017,000 | +6.2% | 304,487 | +3.8% | 0.01% | 0.0% |
| Q2 2019 | $25,448,000 | +1.5% | 293,319 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $25,069,000 | +19.2% | 292,662 | +8.6% | 0.01% | 0.0% |
| Q4 2018 | $21,026,000 | +11.3% | 269,605 | +24.3% | 0.01% | +25.0% |
| Q3 2018 | $18,895,000 | +10.7% | 216,957 | +5.6% | 0.00% | 0.0% |
| Q2 2018 | $17,070,000 | -13.9% | 205,532 | -14.4% | 0.00% | 0.0% |
| Q1 2018 | $19,816,000 | +18.2% | 240,222 | +22.7% | 0.00% | 0.0% |
| Q4 2017 | $16,770,000 | +37.8% | 195,840 | +30.3% | 0.00% | +33.3% |
| Q3 2017 | $12,167,000 | -10.7% | 150,288 | -13.8% | 0.00% | 0.0% |
| Q2 2017 | $13,625,000 | -37.5% | 174,321 | -37.9% | 0.00% | -40.0% |
| Q1 2017 | $21,804,000 | +6.9% | 280,795 | +4.3% | 0.01% | 0.0% |
| Q4 2016 | $20,390,000 | +4.8% | 269,095 | -0.3% | 0.01% | 0.0% |
| Q3 2016 | $19,464,000 | +13.6% | 269,816 | +12.5% | 0.01% | +25.0% |
| Q2 2016 | $17,141,000 | +5.7% | 239,879 | +2.2% | 0.00% | 0.0% |
| Q1 2016 | $16,211,000 | -31.8% | 234,797 | -34.1% | 0.00% | -33.3% |
| Q4 2015 | $23,786,000 | +27.2% | 356,334 | +19.4% | 0.01% | +20.0% |
| Q3 2015 | $18,702,000 | -10.9% | 298,517 | -4.3% | 0.01% | 0.0% |
| Q2 2015 | $20,993,000 | -0.5% | 311,844 | +1.0% | 0.01% | 0.0% |
| Q1 2015 | $21,093,000 | -35.0% | 308,837 | -34.6% | 0.01% | -28.6% |
| Q4 2014 | $32,445,000 | +5.2% | 471,925 | +1.6% | 0.01% | 0.0% |
| Q3 2014 | $30,844,000 | -1.8% | 464,443 | -1.9% | 0.01% | -12.5% |
| Q2 2014 | $31,402,000 | +11.1% | 473,521 | +5.8% | 0.01% | 0.0% |
| Q1 2014 | $28,252,000 | -15.6% | 447,577 | -16.7% | 0.01% | -11.1% |
| Q4 2013 | $33,467,000 | +38.5% | 537,024 | +27.7% | 0.01% | +28.6% |
| Q3 2013 | $24,171,000 | +12.0% | 420,445 | +9.8% | 0.01% | 0.0% |
| Q2 2013 | $21,577,000 | – | 382,802 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 165,516 | $12,909,000 | 16.38% |
| Financial Sense Advisors, Inc. | 254,450 | $19,845,000 | 12.54% |
| RELIANCE TRUST CO | 6,147 | $479,000 | 11.97% |
| Opus Capital Group, LLC | 730,740 | $56,990,000 | 11.87% |
| HCR Wealth Advisors | 459,338 | $35,824,000 | 11.57% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,045,478 | $159,527,000 | 10.92% |
| Edge Capital Group, LLC | 1,239,740 | $96,687,000 | 10.49% |
| Measured Wealth Private Client Group, LLC | 148,018 | $11,544,000 | 10.47% |
| Armor Investment Advisors, LLC | 119,481 | $9,318,000 | 9.46% |
| Global Strategic Investment Solutions, LLC | 115,734 | $9,026,000 | 7.69% |