VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,648 | +91873.8% | 3,810 | -5.5% | 0.02% | -5.6% |
| Q2 2023 | $428 | -0.5% | 4,031 | -1.2% | 0.02% | -5.3% |
| Q1 2023 | $430 | -6.3% | 4,078 | -3.8% | 0.02% | -5.0% |
| Q4 2022 | $459 | -99.8% | 4,239 | +73.7% | 0.02% | +25.0% |
| Q3 2022 | $232,000 | -12.5% | 2,441 | -6.5% | 0.02% | +33.3% |
| Q2 2022 | $265,000 | -8.6% | 2,611 | +1.1% | 0.01% | +9.1% |
| Q1 2022 | $290,000 | +22.4% | 2,583 | +22.2% | 0.01% | +22.2% |
| Q4 2021 | $237,000 | -12.5% | 2,113 | -19.1% | 0.01% | -10.0% |
| Q3 2021 | $271,000 | -0.7% | 2,613 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | +3.4% | 2,613 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $264,000 | +15.8% | 2,613 | -7.3% | 0.01% | -9.1% |
| Q3 2020 | $228,000 | +4.6% | 2,819 | +1.9% | 0.01% | 0.0% |
| Q2 2020 | $218,000 | +6.9% | 2,767 | +27.0% | 0.01% | +22.2% |
| Q4 2019 | $204,000 | -18.4% | 2,179 | -23.8% | 0.01% | -25.0% |
| Q2 2019 | $250,000 | +2.5% | 2,861 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $244,000 | +2.1% | 2,856 | -6.7% | 0.01% | -14.3% |
| Q4 2018 | $239,000 | -7.4% | 3,062 | +3.1% | 0.01% | +7.7% |
| Q3 2018 | $258,000 | +4.5% | 2,970 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $247,000 | -89.8% | 2,970 | -89.9% | 0.01% | -89.4% |
| Q1 2018 | $2,414,000 | +671.2% | 29,264 | +698.7% | 0.12% | +485.7% |
| Q4 2017 | $313,000 | +2.0% | 3,664 | -3.2% | 0.02% | +31.2% |
| Q3 2017 | $307,000 | +15.4% | 3,786 | +11.3% | 0.02% | +14.3% |
| Q2 2017 | $266,000 | +33.0% | 3,401 | +31.8% | 0.01% | +27.3% |
| Q1 2017 | $200,000 | – | 2,580 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 165,516 | $12,909,000 | 16.38% |
| Financial Sense Advisors, Inc. | 254,450 | $19,845,000 | 12.54% |
| RELIANCE TRUST CO | 6,147 | $479,000 | 11.97% |
| Opus Capital Group, LLC | 730,740 | $56,990,000 | 11.87% |
| HCR Wealth Advisors | 459,338 | $35,824,000 | 11.57% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,045,478 | $159,527,000 | 10.92% |
| Edge Capital Group, LLC | 1,239,740 | $96,687,000 | 10.49% |
| Measured Wealth Private Client Group, LLC | 148,018 | $11,544,000 | 10.47% |
| Armor Investment Advisors, LLC | 119,481 | $9,318,000 | 9.46% |
| Global Strategic Investment Solutions, LLC | 115,734 | $9,026,000 | 7.69% |