VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,028,451 | -20.6% | 25,535 | -19.0% | 0.05% | -23.4% |
Q1 2024 | $3,815,541 | +6.5% | 31,536 | -1.8% | 0.06% | 0.0% |
Q4 2023 | $3,583,658 | +18.1% | 32,103 | +9.4% | 0.06% | +4.9% |
Q3 2023 | $3,033,269 | +66889.2% | 29,358 | -31.2% | 0.06% | -33.7% |
Q2 2023 | $4,528 | +40.3% | 42,693 | +39.6% | 0.09% | +33.3% |
Q1 2023 | $3,227 | -27.2% | 30,588 | -25.3% | 0.07% | -30.3% |
Q4 2022 | $4,430 | -100.0% | 40,940 | -57.6% | 0.10% | -56.2% |
Q3 2022 | $9,159,000 | +9.8% | 96,533 | +17.7% | 0.23% | +15.9% |
Q2 2022 | $8,340,000 | -46.2% | 82,005 | -40.7% | 0.20% | -39.3% |
Q1 2022 | $15,515,000 | -16.4% | 138,220 | -16.5% | 0.32% | -15.7% |
Q4 2021 | $18,567,000 | +44.9% | 165,612 | +33.6% | 0.38% | +39.1% |
Q3 2021 | $12,813,000 | +0.9% | 123,972 | +2.3% | 0.27% | -0.7% |
Q2 2021 | $12,700,000 | +3.0% | 121,219 | -0.6% | 0.28% | -3.8% |
Q1 2021 | $12,325,000 | -17.9% | 121,923 | -25.6% | 0.29% | -23.9% |
Q4 2020 | $15,004,000 | +80.1% | 163,960 | +59.3% | 0.38% | +54.5% |
Q3 2020 | $8,329,000 | +1.7% | 102,911 | -1.0% | 0.24% | -6.9% |
Q2 2020 | $8,188,000 | +165.2% | 103,937 | +138.1% | 0.26% | +91.2% |
Q1 2020 | $3,088,000 | -70.8% | 43,653 | -61.4% | 0.14% | -63.7% |
Q4 2019 | $10,589,000 | +575.7% | 113,000 | +539.8% | 0.38% | +508.1% |
Q3 2019 | $1,567,000 | +10.1% | 17,663 | +8.4% | 0.06% | +6.9% |
Q2 2019 | $1,423,000 | +23.5% | 16,288 | +21.1% | 0.06% | +18.4% |
Q1 2019 | $1,152,000 | -82.6% | 13,448 | -84.1% | 0.05% | -85.0% |
Q4 2018 | $6,613,000 | +524.5% | 84,796 | +597.2% | 0.33% | +608.7% |
Q3 2018 | $1,059,000 | +7.0% | 12,162 | +2.1% | 0.05% | 0.0% |
Q2 2018 | $990,000 | +1.2% | 11,917 | +0.5% | 0.05% | -2.1% |
Q1 2018 | $978,000 | -37.0% | 11,857 | -34.6% | 0.05% | -33.8% |
Q4 2017 | $1,552,000 | +61.3% | 18,119 | +52.7% | 0.07% | +51.1% |
Q3 2017 | $962,000 | -10.5% | 11,864 | -13.7% | 0.05% | -11.3% |
Q2 2017 | $1,075,000 | +4.4% | 13,754 | +3.6% | 0.05% | 0.0% |
Q1 2017 | $1,030,000 | -24.1% | 13,270 | -25.9% | 0.05% | -26.4% |
Q4 2016 | $1,357,000 | -8.1% | 17,908 | -13.3% | 0.07% | -18.2% |
Q2 2016 | $1,477,000 | +2.6% | 20,663 | -0.8% | 0.09% | -1.1% |
Q1 2016 | $1,439,000 | -42.5% | 20,838 | -44.4% | 0.09% | -44.7% |
Q4 2015 | $2,501,000 | +67.3% | 37,461 | +57.0% | 0.16% | +56.3% |
Q3 2015 | $1,495,000 | -25.9% | 23,866 | -20.3% | 0.10% | -19.5% |
Q2 2015 | $2,017,000 | -46.4% | 29,962 | -45.6% | 0.13% | -45.3% |
Q1 2015 | $3,761,000 | +24.7% | 55,062 | +25.5% | 0.23% | +22.5% |
Q4 2014 | $3,017,000 | +366.3% | 43,877 | +350.4% | 0.19% | +324.4% |
Q3 2014 | $647,000 | +0.2% | 9,741 | 0.0% | 0.04% | 0.0% |
Q2 2014 | $646,000 | +5.0% | 9,741 | 0.0% | 0.04% | +2.3% |
Q1 2014 | $615,000 | +1.3% | 9,741 | 0.0% | 0.04% | -2.2% |
Q4 2013 | $607,000 | +7.6% | 9,741 | -0.7% | 0.04% | -4.3% |
Q3 2013 | $564,000 | -2.1% | 9,809 | -4.0% | 0.05% | -2.1% |
Q2 2013 | $576,000 | – | 10,215 | – | 0.05% | – |
Download |
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% |