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 | $335,067 | -2.6% | 3,243 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $343,985 | +0.5% | 3,243 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $342,137 | +41.0% | 3,243 | +44.6% | 0.11% | +35.7% |
| Q4 2022 | $242,715 | +14.0% | 2,243 | 0.0% | 0.08% | +10.5% |
| Q3 2022 | $213,000 | -6.6% | 2,243 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $228,000 | -9.5% | 2,243 | 0.0% | 0.08% | +4.1% |
| Q1 2022 | $252,000 | +0.4% | 2,243 | 0.0% | 0.07% | +10.6% |
| Q4 2021 | $251,000 | +8.2% | 2,243 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $232,000 | -1.3% | 2,243 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $235,000 | +3.5% | 2,243 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $227,000 | +10.7% | 2,243 | 0.0% | 0.07% | +6.0% |
| Q4 2020 | $205,000 | -24.4% | 2,243 | -41.6% | 0.07% | -42.2% |
| Q1 2020 | $271,000 | -24.7% | 3,843 | 0.0% | 0.12% | -15.3% |
| Q4 2019 | $360,000 | – | 3,843 | – | 0.14% | – |
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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% |