VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,123 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $21,641,065 | +11.7% | 178,867 | +3.0% | 4.03% | -3.9% |
| Q4 2023 | $19,378,202 | -13.8% | 173,593 | -20.2% | 4.19% | -25.5% |
| Q3 2023 | $22,472,190 | -1.2% | 217,501 | +1.4% | 5.63% | +0.0% |
| Q2 2023 | $22,751,942 | +5.9% | 214,499 | +8.0% | 5.63% | -7.8% |
| Q4 2022 | $21,487,293 | +21.5% | 198,570 | +6.5% | 6.10% | +6.0% |
| Q3 2022 | $17,685,661 | +0.2% | 186,400 | +7.4% | 5.76% | +0.2% |
| Q2 2022 | $17,657,185 | -12.9% | 173,620 | -3.8% | 5.74% | -5.0% |
| Q1 2022 | $20,260,823 | +11.6% | 180,497 | +11.5% | 6.04% | +10.7% |
| Q4 2021 | $18,150,531 | +14.1% | 161,899 | +5.2% | 5.46% | +4.6% |
| Q3 2021 | $15,906,392 | +11.1% | 153,908 | +12.6% | 5.22% | +1.6% |
| Q2 2021 | $14,322,688 | +15.0% | 136,706 | +11.0% | 5.14% | -1.2% |
| Q1 2021 | $12,452,772 | +43.1% | 123,185 | +29.6% | 5.20% | +11.3% |
| Q4 2020 | $8,700,496 | – | 95,077 | – | 4.67% | – |
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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% |