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 | $3,804,936 | -1.1% | 36,827 | +1.5% | 0.06% | +1.7% |
| Q2 2023 | $3,847,547 | +1.2% | 36,274 | +0.6% | 0.06% | -6.5% |
| Q1 2023 | $3,802,649 | -5.1% | 36,044 | -2.7% | 0.06% | -10.1% |
| Q4 2022 | $4,009,000 | +17.7% | 37,045 | +3.2% | 0.07% | +9.5% |
| Q3 2022 | $3,407,000 | -4.9% | 35,906 | +2.0% | 0.06% | +1.6% |
| Q2 2022 | $3,581,000 | -5.6% | 35,212 | +4.1% | 0.06% | +14.8% |
| Q1 2022 | $3,795,000 | +1.3% | 33,809 | +1.2% | 0.05% | +3.8% |
| Q4 2021 | $3,745,000 | +12.8% | 33,406 | +4.0% | 0.05% | 0.0% |
| Q3 2021 | $3,320,000 | +15.0% | 32,127 | +16.5% | 0.05% | +13.0% |
| Q2 2021 | $2,888,000 | +58.5% | 27,568 | +53.0% | 0.05% | +43.8% |
| Q1 2021 | $1,822,000 | +135.4% | 18,020 | +113.0% | 0.03% | +128.6% |
| Q4 2020 | $774,000 | – | 8,460 | – | 0.01% | – |
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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% |