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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,913,701 | -1.5% | 24,567 | +0.5% | 0.61% | -5.8% |
| Q1 2024 | $2,957,304 | +21.4% | 24,443 | +12.1% | 0.64% | -0.9% |
| Q4 2023 | $2,434,999 | -3.1% | 21,813 | -10.3% | 0.65% | -11.1% |
| Q3 2023 | $2,513,697 | -3.1% | 24,329 | -0.5% | 0.73% | -13.9% |
| Q2 2023 | $2,593,898 | -65.2% | 24,455 | -65.4% | 0.85% | -62.8% |
| Q1 2023 | $7,457,300 | -14.4% | 70,685 | -12.2% | 2.28% | -10.1% |
| Q4 2022 | $8,712,511 | +38.1% | 80,515 | +21.1% | 2.54% | +34.5% |
| Q3 2022 | $6,310,000 | -14.1% | 66,509 | -7.9% | 1.89% | -8.3% |
| Q2 2022 | $7,344,000 | -4.6% | 72,211 | +5.3% | 2.06% | +6.5% |
| Q1 2022 | $7,696,000 | +16.4% | 68,562 | +16.8% | 1.93% | -1.4% |
| Q4 2021 | $6,611,000 | +17.7% | 58,695 | +8.0% | 1.96% | +3.1% |
| Q3 2021 | $5,619,000 | +8.3% | 54,369 | +9.8% | 1.90% | +9.6% |
| Q2 2021 | $5,189,000 | -2.2% | 49,526 | -5.7% | 1.74% | -19.4% |
| Q1 2021 | $5,308,000 | +7.2% | 52,512 | -3.0% | 2.16% | +3.4% |
| Q4 2020 | $4,953,000 | – | 54,129 | – | 2.09% | – |
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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% |