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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $931,887 | +2.1% | 8,348 | -5.5% | 0.04% | -6.7% |
| Q3 2023 | $913,142 | -2.6% | 8,838 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $937,446 | +0.5% | 8,838 | 0.0% | 0.05% | -6.1% |
| Q1 2023 | $932,409 | +165220.7% | 8,838 | +69.6% | 0.05% | +53.1% |
| Q4 2022 | $564 | -99.7% | 5,212 | +123.5% | 0.03% | +146.2% |
| Q3 2022 | $221,000 | +6.2% | 2,332 | +14.2% | 0.01% | +8.3% |
| Q2 2022 | $208,000 | -9.2% | 2,042 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $229,000 | 0.0% | 2,042 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $229,000 | +9.6% | 2,042 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $209,000 | -9.5% | 2,020 | -8.3% | 0.01% | -9.1% |
| Q2 2021 | $231,000 | – | 2,202 | – | 0.01% | – |
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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% |