VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $245,584 | -27.5% | 2,071 | -26.0% | 0.13% | -32.8% |
| Q1 2024 | $338,829 | +5.8% | 2,800 | -2.4% | 0.19% | -7.4% |
| Q4 2023 | $320,155 | -0.7% | 2,868 | -8.1% | 0.20% | -14.6% |
| Q3 2023 | $322,477 | -0.7% | 3,121 | +2.0% | 0.24% | -6.6% |
| Q2 2023 | $324,598 | +13.9% | 3,060 | +13.3% | 0.26% | +1.2% |
| Q1 2023 | $284,889 | +3.8% | 2,700 | +6.5% | 0.25% | -8.7% |
| Q4 2022 | $274,379 | – | 2,536 | – | 0.28% | – |
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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% |