VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,424 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,051,956 | -3.1% | 8,870 | -1.1% | 0.32% | -18.5% |
| Q1 2024 | $1,085,574 | -26.3% | 8,972 | -32.0% | 0.39% | -34.2% |
| Q4 2023 | $1,471,968 | -93.3% | 13,186 | -93.8% | 0.59% | -85.1% |
| Q3 2023 | $22,132,120 | +4.9% | 214,210 | +7.7% | 3.99% | +5.8% |
| Q2 2023 | $21,093,624 | +11.7% | 198,865 | +11.1% | 3.77% | +29.8% |
| Q1 2023 | $18,878,047 | +29.3% | 178,938 | +32.6% | 2.90% | +15.7% |
| Q4 2022 | $14,597,256 | – | 134,898 | – | 2.51% | – |
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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% |