VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,451 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $568,576 | -1.7% | 4,794 | +0.3% | 0.06% | -6.6% |
| Q1 2024 | $578,492 | +8.6% | 4,781 | +0.2% | 0.06% | 0.0% |
| Q4 2023 | $532,830 | -26.1% | 4,773 | -31.6% | 0.06% | -34.4% |
| Q3 2023 | $720,719 | -2.4% | 6,976 | +0.2% | 0.09% | -1.1% |
| Q2 2023 | $738,757 | +0.7% | 6,965 | +0.2% | 0.09% | -6.9% |
| Q1 2023 | $733,513 | -2.4% | 6,953 | +0.1% | 0.10% | -15.8% |
| Q4 2022 | $751,300 | +14.2% | 6,943 | +0.2% | 0.12% | 0.0% |
| Q3 2022 | $658,000 | -22.4% | 6,930 | -16.9% | 0.12% | -21.6% |
| Q2 2022 | $848,000 | -9.1% | 8,342 | +0.3% | 0.15% | -6.7% |
| Q1 2022 | $933,000 | +14.2% | 8,313 | +14.1% | 0.16% | +5.1% |
| Q4 2021 | $817,000 | +19.1% | 7,286 | +9.8% | 0.16% | -1.3% |
| Q3 2021 | $686,000 | +11.4% | 6,634 | +12.7% | 0.16% | +5.3% |
| Q2 2021 | $616,000 | +7.5% | 5,884 | +3.8% | 0.15% | -9.6% |
| Q1 2021 | $573,000 | +90.4% | 5,670 | +72.5% | 0.17% | +61.2% |
| Q4 2020 | $301,000 | -10.7% | 3,287 | -21.1% | 0.10% | -24.8% |
| Q3 2020 | $337,000 | +22.1% | 4,168 | +19.2% | 0.14% | +9.6% |
| Q2 2020 | $276,000 | +33.3% | 3,498 | +19.7% | 0.12% | -5.3% |
| Q1 2020 | $207,000 | -93.2% | 2,923 | -91.0% | 0.13% | -93.1% |
| Q4 2019 | $3,041,000 | +12.5% | 32,446 | +6.6% | 1.92% | +2.3% |
| Q3 2019 | $2,702,000 | +5.4% | 30,451 | +3.8% | 1.88% | -1.7% |
| Q2 2019 | $2,564,000 | +0.7% | 29,348 | -1.2% | 1.91% | -3.6% |
| Q1 2019 | $2,545,000 | +14.2% | 29,715 | +4.0% | 1.98% | +3.3% |
| Q4 2018 | $2,228,000 | -6.4% | 28,564 | +4.5% | 1.91% | -6.0% |
| Q3 2018 | $2,380,000 | +16.8% | 27,330 | +11.4% | 2.04% | +1.4% |
| Q2 2018 | $2,037,000 | +4.5% | 24,530 | +3.8% | 2.01% | +2.0% |
| Q1 2018 | $1,949,000 | -7.1% | 23,632 | -3.5% | 1.97% | -7.3% |
| Q4 2017 | $2,097,000 | – | 24,490 | – | 2.12% | – |
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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% |