VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,298,817 | +10.2% | 188,017 | +12.4% | 0.00% | 0.0% |
| Q1 2024 | $20,239,328 | +38.0% | 167,281 | +27.3% | 0.00% | +33.3% |
| Q4 2023 | $14,667,624 | -31.9% | 131,395 | -37.0% | 0.00% | -25.0% |
| Q3 2023 | $21,538,708 | +90.8% | 208,466 | +95.9% | 0.00% | +100.0% |
| Q2 2023 | $11,286,272 | -57.9% | 106,404 | -58.1% | 0.00% | -60.0% |
| Q1 2023 | $26,799,533 | +59.7% | 254,024 | +63.8% | 0.01% | +66.7% |
| Q4 2022 | $16,778,177 | +1760.1% | 155,052 | +1531.4% | 0.00% | – |
| Q3 2022 | $902,000 | -94.5% | 9,504 | -94.1% | 0.00% | -100.0% |
| Q2 2022 | $16,383,000 | +160.9% | 161,095 | +188.0% | 0.00% | +200.0% |
| Q1 2022 | $6,279,000 | -56.9% | 55,939 | -57.0% | 0.00% | -50.0% |
| Q4 2021 | $14,573,000 | +85.0% | 129,986 | +70.5% | 0.00% | +100.0% |
| Q3 2021 | $7,878,000 | -55.7% | 76,225 | -55.1% | 0.00% | -66.7% |
| Q2 2021 | $17,795,000 | +47.3% | 169,848 | +42.2% | 0.00% | +50.0% |
| Q1 2021 | $12,077,000 | -10.5% | 119,469 | -19.0% | 0.00% | 0.0% |
| Q4 2020 | $13,492,000 | +129.4% | 147,437 | +102.9% | 0.00% | +100.0% |
| Q3 2020 | $5,881,000 | -69.3% | 72,666 | -70.1% | 0.00% | -75.0% |
| Q2 2020 | $19,147,000 | -26.2% | 243,041 | -33.7% | 0.00% | -42.9% |
| Q1 2020 | $25,944,000 | -49.6% | 366,687 | -33.2% | 0.01% | -36.4% |
| Q4 2019 | $51,427,000 | -18.3% | 548,781 | -22.6% | 0.01% | -21.4% |
| Q3 2019 | $62,937,000 | +78.3% | 709,313 | +75.6% | 0.01% | +75.0% |
| Q2 2019 | $35,299,000 | -11.6% | 403,966 | -13.3% | 0.01% | -11.1% |
| Q1 2019 | $39,916,000 | +35.2% | 465,979 | +23.1% | 0.01% | +28.6% |
| Q4 2018 | $29,513,000 | -17.6% | 378,422 | -8.0% | 0.01% | -12.5% |
| Q3 2018 | $35,810,000 | -14.1% | 411,192 | -18.1% | 0.01% | -11.1% |
| Q2 2018 | $41,684,000 | +29.7% | 501,906 | +28.9% | 0.01% | +28.6% |
| Q1 2018 | $32,130,000 | -11.8% | 389,507 | -8.4% | 0.01% | -12.5% |
| Q4 2017 | $36,419,000 | -9.3% | 425,313 | -14.2% | 0.01% | -11.1% |
| Q3 2017 | $40,169,000 | +92.1% | 495,486 | +85.2% | 0.01% | +80.0% |
| Q2 2017 | $20,913,000 | +0.7% | 267,562 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $20,776,000 | +15.9% | 267,562 | +13.1% | 0.01% | +25.0% |
| Q4 2016 | $17,929,000 | +20.5% | 236,624 | +14.7% | 0.00% | 0.0% |
| Q3 2016 | $14,881,000 | +0.9% | 206,281 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $14,741,000 | +3.5% | 206,281 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $14,242,000 | – | 206,281 | – | 0.00% | – |
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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% |