VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,943 | -9.7% | 86,555 | -7.3% | 0.03% | -12.9% |
| Q2 2023 | $9,907 | +8.3% | 93,400 | +7.7% | 0.03% | 0.0% |
| Q1 2023 | $9,146 | +2.9% | 86,696 | +5.6% | 0.03% | -8.8% |
| Q4 2022 | $8,884 | -99.9% | 82,102 | -1.0% | 0.03% | +3.0% |
| Q3 2022 | $7,865,000 | -9.1% | 82,898 | -2.5% | 0.03% | -13.2% |
| Q2 2022 | $8,650,000 | -18.8% | 85,053 | -10.3% | 0.04% | -7.3% |
| Q1 2022 | $10,648,000 | -2.8% | 94,864 | -2.9% | 0.04% | -2.4% |
| Q4 2021 | $10,950,000 | +7.6% | 97,676 | -0.8% | 0.04% | 0.0% |
| Q3 2021 | $10,176,000 | +17.1% | 98,463 | +18.7% | 0.04% | +2.4% |
| Q2 2021 | $8,693,000 | +11.4% | 82,972 | +7.4% | 0.04% | 0.0% |
| Q1 2021 | $7,806,000 | +9.3% | 77,222 | -1.0% | 0.04% | 0.0% |
| Q4 2020 | $7,141,000 | +14.7% | 78,038 | +1.4% | 0.04% | +5.1% |
| Q3 2020 | $6,228,000 | +9.6% | 76,961 | +6.7% | 0.04% | +2.6% |
| Q2 2020 | $5,683,000 | +63.3% | 72,143 | +46.6% | 0.04% | +35.7% |
| Q1 2020 | $3,481,000 | -35.4% | 49,200 | -14.4% | 0.03% | -26.3% |
| Q4 2019 | $5,385,000 | +5.1% | 57,464 | -0.5% | 0.04% | -7.3% |
| Q3 2019 | $5,123,000 | +1.5% | 57,733 | -0.0% | 0.04% | 0.0% |
| Q2 2019 | $5,046,000 | +5.5% | 57,747 | +3.4% | 0.04% | -2.4% |
| Q1 2019 | $4,784,000 | -32.6% | 55,852 | -38.6% | 0.04% | +20.0% |
| Q4 2018 | $7,096,000 | +54.6% | 91,008 | +72.7% | 0.04% | -12.5% |
| Q3 2018 | $4,590,000 | -45.6% | 52,709 | -48.1% | 0.04% | 0.0% |
| Q2 2018 | $8,432,000 | +101.9% | 101,552 | +100.6% | 0.04% | -2.4% |
| Q1 2018 | $4,177,000 | -4.9% | 50,636 | -1.3% | 0.04% | -8.9% |
| Q4 2017 | $4,394,000 | +3.2% | 51,315 | -2.3% | 0.04% | 0.0% |
| Q3 2017 | $4,259,000 | +7.4% | 52,546 | +3.5% | 0.04% | +4.7% |
| Q2 2017 | $3,967,000 | +0.5% | 50,756 | -0.2% | 0.04% | -2.3% |
| Q1 2017 | $3,949,000 | +1.3% | 50,850 | -1.2% | 0.04% | -6.4% |
| Q4 2016 | $3,899,000 | +0.2% | 51,462 | -4.6% | 0.05% | -6.0% |
| Q3 2016 | $3,892,000 | +7.7% | 53,955 | +6.7% | 0.05% | 0.0% |
| Q2 2016 | $3,615,000 | +18.5% | 50,585 | +14.5% | 0.05% | +8.7% |
| Q1 2016 | $3,051,000 | +10.4% | 44,188 | +6.7% | 0.05% | +2.2% |
| Q4 2015 | $2,764,000 | +3.3% | 41,412 | -3.0% | 0.04% | -2.2% |
| Q3 2015 | $2,675,000 | -3.1% | 42,697 | +4.1% | 0.05% | -2.1% |
| Q2 2015 | $2,761,000 | +4.4% | 41,009 | +5.9% | 0.05% | +2.2% |
| Q1 2015 | $2,645,000 | +9.9% | 38,719 | +10.6% | 0.05% | +2.2% |
| Q4 2014 | $2,407,000 | +3.4% | 35,013 | -0.1% | 0.04% | -4.3% |
| Q3 2014 | $2,328,000 | +8.7% | 35,059 | +8.5% | 0.05% | +51.6% |
| Q2 2014 | $2,142,000 | +6.7% | 32,299 | +1.6% | 0.03% | 0.0% |
| Q1 2014 | $2,007,000 | +28.5% | 31,794 | +26.8% | 0.03% | +19.2% |
| Q4 2013 | $1,562,000 | +30.4% | 25,067 | +20.3% | 0.03% | +18.2% |
| Q3 2013 | $1,198,000 | +10.5% | 20,836 | +8.3% | 0.02% | 0.0% |
| Q2 2013 | $1,084,000 | – | 19,236 | – | 0.02% | – |
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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% |