VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,330 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $938,397 | -1.9% | 7,912 | +0.0% | 0.22% | -13.6% |
| Q1 2024 | $956,905 | +13.6% | 7,909 | +4.8% | 0.26% | +3.2% |
| Q4 2023 | $842,225 | +8.4% | 7,545 | +0.3% | 0.25% | -9.1% |
| Q3 2023 | $776,945 | -2.6% | 7,520 | 0.0% | 0.28% | +1.1% |
| Q2 2023 | $797,624 | -38.4% | 7,520 | -38.7% | 0.27% | -40.6% |
| Q1 2023 | $1,294,463 | +44.7% | 12,270 | +48.4% | 0.46% | +31.2% |
| Q4 2022 | $894,874 | +14.0% | 8,270 | 0.0% | 0.35% | -2.2% |
| Q3 2022 | $784,638 | -6.7% | 8,270 | +0.0% | 0.36% | -2.5% |
| Q2 2022 | $840,936 | -9.4% | 8,269 | 0.0% | 0.37% | -3.9% |
| Q1 2022 | $928,172 | +0.1% | 8,269 | 0.0% | 0.38% | +1.6% |
| Q4 2021 | $927,014 | – | 8,269 | – | 0.38% | – |
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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% |