VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,199,449 | -3.3% | 69,681 | -0.7% | 0.30% | +1.7% |
| Q2 2023 | $7,442,091 | +0.0% | 70,162 | -0.5% | 0.30% | -2.0% |
| Q1 2023 | $7,439,286 | -2.6% | 70,515 | -0.1% | 0.30% | -0.3% |
| Q4 2022 | $7,637,630 | +31.9% | 70,582 | +15.7% | 0.30% | +16.1% |
| Q3 2022 | $5,790,000 | +434.6% | 61,020 | +472.9% | 0.26% | +467.4% |
| Q2 2022 | $1,083,000 | +299.6% | 10,652 | +340.7% | 0.05% | +318.2% |
| Q1 2022 | $271,000 | -54.5% | 2,417 | -54.5% | 0.01% | -54.2% |
| Q4 2021 | $595,000 | +17.8% | 5,308 | +8.5% | 0.02% | +4.3% |
| Q3 2021 | $505,000 | -10.1% | 4,890 | -8.8% | 0.02% | -11.5% |
| Q2 2021 | $562,000 | +5.2% | 5,363 | +1.5% | 0.03% | -7.1% |
| Q1 2021 | $534,000 | +16.1% | 5,282 | +5.1% | 0.03% | +16.7% |
| Q4 2020 | $460,000 | +19.2% | 5,028 | +5.3% | 0.02% | +20.0% |
| Q3 2020 | $386,000 | +74.7% | 4,774 | +70.1% | 0.02% | +66.7% |
| Q2 2020 | $221,000 | -83.7% | 2,807 | -85.3% | 0.01% | -87.2% |
| Q1 2020 | $1,353,000 | -24.2% | 19,122 | +0.3% | 0.09% | -10.5% |
| Q4 2019 | $1,786,000 | +5.6% | 19,060 | -0.0% | 0.10% | +1.0% |
| Q3 2019 | $1,692,000 | +3.4% | 19,069 | +2.7% | 0.10% | -1.9% |
| Q2 2019 | $1,637,000 | -18.0% | 18,570 | -20.3% | 0.11% | -23.7% |
| Q1 2019 | $1,997,000 | -2.2% | 23,312 | -10.9% | 0.14% | -9.7% |
| Q4 2018 | $2,041,000 | +1706.2% | 26,173 | +1911.8% | 0.15% | +1611.1% |
| Q3 2018 | $113,000 | -81.1% | 1,301 | -82.1% | 0.01% | -82.4% |
| Q1 2018 | $599,000 | -3.5% | 7,265 | +0.1% | 0.05% | -10.5% |
| Q4 2017 | $621,000 | -63.1% | 7,256 | -65.1% | 0.06% | -57.1% |
| Q3 2017 | $1,683,000 | +2.7% | 20,765 | -0.9% | 0.13% | -3.6% |
| Q2 2017 | $1,638,000 | +0.6% | 20,956 | -0.0% | 0.14% | -5.5% |
| Q1 2017 | $1,628,000 | +84.0% | 20,964 | +79.6% | 0.15% | +55.3% |
| Q4 2016 | $885,000 | – | 11,674 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,903,134 | $700,953,000 | 14.78% |
| Arlington Partners LLC | 284,696 | $22,428,000 | 12.60% |
| Asset Allocation & Management Company, LLC | 320,490 | $25,248,000 | 12.30% |
| MARINO, STRAM & ASSOCIATES LLC | 226,262 | $17,861,000 | 10.63% |
| Benchmark Wealth Management, LLC | 157,813 | $12,433,000 | 10.60% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,136,959 | $168,350,000 | 10.23% |
| Edge Capital Group, LLC | 1,156,265 | $91,091,000 | 9.53% |
| Measured Wealth Private Client Group, LLC | 187,256 | $14,752,000 | 8.61% |
| Berkeley Capital Partners, LLC | 169,250 | $13,333,000 | 8.21% |
| HCR Wealth Advisors | 421,414 | $33,092,000 | 7.76% |