VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,097 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $540,212 | +64.0% | 4,555 | +67.3% | 0.01% | +57.1% |
| Q1 2024 | $329,349 | +13.2% | 2,722 | +4.5% | 0.01% | 0.0% |
| Q4 2023 | $290,898 | -19.2% | 2,606 | -25.2% | 0.01% | -22.2% |
| Q3 2023 | $360,164 | +21.1% | 3,486 | +24.4% | 0.01% | +28.6% |
| Q2 2023 | $297,314 | +0.5% | 2,803 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $295,716 | +88437.7% | 2,803 | -9.1% | 0.01% | -22.2% |
| Q4 2022 | $334 | -99.9% | 3,084 | -4.3% | 0.01% | -25.0% |
| Q3 2022 | $306,000 | -22.1% | 3,221 | -16.6% | 0.01% | -20.0% |
| Q2 2022 | $393,000 | +13.6% | 3,860 | +25.3% | 0.02% | +36.4% |
| Q1 2022 | $346,000 | +15.0% | 3,081 | +14.6% | 0.01% | +22.2% |
| Q4 2021 | $301,000 | +8.3% | 2,688 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $278,000 | -1.4% | 2,688 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $282,000 | -30.5% | 2,688 | -33.0% | 0.01% | -35.7% |
| Q1 2021 | $406,000 | – | 4,013 | – | 0.01% | – |
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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% |