VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 717 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $266,138 | -2.0% | 2,244 | 0.0% | 0.05% | 0.0% |
| Q1 2024 | $271,501 | +8.4% | 2,244 | 0.0% | 0.05% | 0.0% |
| Q4 2023 | $250,498 | +8.0% | 2,244 | 0.0% | 0.05% | -1.9% |
| Q3 2023 | $231,850 | -2.6% | 2,244 | 0.0% | 0.05% | +3.9% |
| Q2 2023 | $238,021 | +0.5% | 2,244 | 0.0% | 0.05% | -5.6% |
| Q1 2023 | $236,742 | +97324.7% | 2,244 | 0.0% | 0.05% | -1.8% |
| Q4 2022 | $243 | -99.9% | 2,244 | 0.0% | 0.06% | +3.8% |
| Q3 2022 | $213,000 | -6.6% | 2,244 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $228,000 | -9.5% | 2,244 | 0.0% | 0.05% | +6.1% |
| Q1 2022 | $252,000 | 0.0% | 2,244 | 0.0% | 0.05% | +6.5% |
| Q4 2021 | $252,000 | +8.6% | 2,244 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $232,000 | -27.7% | 2,244 | -26.7% | 0.04% | -26.2% |
| Q2 2021 | $321,000 | +3.9% | 3,061 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $309,000 | +10.4% | 3,061 | 0.0% | 0.06% | +5.1% |
| Q4 2020 | $280,000 | +12.9% | 3,061 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $248,000 | +2.9% | 3,061 | 0.0% | 0.06% | -6.3% |
| Q2 2020 | $241,000 | +11.1% | 3,061 | 0.0% | 0.06% | -4.5% |
| Q1 2020 | $217,000 | -24.4% | 3,061 | 0.0% | 0.07% | +1.5% |
| Q4 2019 | $287,000 | +5.5% | 3,061 | 0.0% | 0.06% | -1.5% |
| Q3 2019 | $272,000 | +1.9% | 3,061 | 0.0% | 0.07% | +6.5% |
| Q2 2019 | $267,000 | +1.9% | 3,061 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $262,000 | +9.6% | 3,061 | 0.0% | 0.06% | -8.8% |
| Q4 2018 | $239,000 | -10.5% | 3,061 | 0.0% | 0.07% | +15.3% |
| Q3 2018 | $267,000 | +5.1% | 3,061 | 0.0% | 0.06% | -3.3% |
| Q2 2018 | $254,000 | +0.4% | 3,061 | 0.0% | 0.06% | +1.7% |
| Q1 2018 | $253,000 | -3.4% | 3,061 | 0.0% | 0.06% | +5.3% |
| Q4 2017 | $262,000 | -14.7% | 3,061 | -19.1% | 0.06% | -18.6% |
| Q3 2017 | $307,000 | – | 3,786 | – | 0.07% | – |
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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% |