VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 177,605 | $16,643,000 | 14.36% |
| 360 Financial, Inc. | 182,506 | $17,156,000 | 12.65% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,112,838 | $197,994,000 | 11.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 156,876 | $14,701,000 | 10.55% |
| Asset Allocation & Management Company, LLC | 286,908 | $26,886,000 | 10.05% |
| Measured Wealth Private Client Group, LLC | 158,117 | $14,817,000 | 9.88% |
| Sunburst Financial Group, LLC | 115,643 | $10,837,000 | 9.46% |
| MARINO, STRAM & ASSOCIATES LLC | 150,319 | $14,086,000 | 9.22% |
| Global Strategic Investment Solutions, LLC | 265,603 | $24,890,000 | 8.96% |
| Edge Capital Group, LLC | 979,436 | $91,783,000 | 8.93% |