VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,055 | -2.6% | 3,601 | 0.0% | 0.12% | -3.9% |
| Q2 2023 | $381,958 | +0.5% | 3,601 | 0.0% | 0.13% | -8.6% |
| Q1 2023 | $379,906 | -2.5% | 3,601 | 0.0% | 0.14% | +1.4% |
| Q4 2022 | $389,664 | +13.9% | 3,601 | 0.0% | 0.14% | +7.8% |
| Q3 2022 | $342,000 | -6.6% | 3,601 | 0.0% | 0.13% | -5.2% |
| Q2 2022 | $366,000 | -27.5% | 3,601 | -20.0% | 0.14% | -17.2% |
| Q1 2022 | $505,000 | +36.5% | 4,501 | +36.4% | 0.16% | +30.4% |
| Q4 2021 | $370,000 | +13.1% | 3,301 | +4.3% | 0.12% | +4.2% |
| Q3 2021 | $327,000 | -1.5% | 3,166 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $332,000 | +3.8% | 3,166 | 0.0% | 0.12% | +0.8% |
| Q1 2021 | $320,000 | +10.3% | 3,166 | 0.0% | 0.12% | +8.8% |
| Q4 2020 | $290,000 | +13.3% | 3,166 | 0.0% | 0.11% | +13.0% |
| Q3 2020 | $256,000 | +2.8% | 3,166 | 0.0% | 0.10% | +4.2% |
| Q2 2020 | $249,000 | +11.2% | 3,166 | 0.0% | 0.10% | +2.1% |
| Q1 2020 | $224,000 | -24.6% | 3,166 | 0.0% | 0.09% | -17.5% |
| Q4 2019 | $297,000 | +5.7% | 3,166 | 0.0% | 0.11% | 0.0% |
| Q3 2019 | $281,000 | +1.4% | 3,166 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $277,000 | +2.2% | 3,166 | 0.0% | 0.11% | +6.5% |
| Q1 2019 | $271,000 | +9.7% | 3,166 | 0.0% | 0.11% | -10.1% |
| Q4 2018 | $247,000 | -10.5% | 3,166 | 0.0% | 0.12% | -4.8% |
| Q3 2018 | $276,000 | +4.9% | 3,166 | 0.0% | 0.12% | +1.6% |
| Q2 2018 | $263,000 | +0.8% | 3,166 | 0.0% | 0.12% | -2.4% |
| Q1 2018 | $261,000 | -3.7% | 3,166 | 0.0% | 0.13% | -4.5% |
| Q4 2017 | $271,000 | +5.4% | 3,166 | 0.0% | 0.13% | 0.0% |
| Q3 2017 | $257,000 | +4.0% | 3,166 | 0.0% | 0.13% | +3.9% |
| Q2 2017 | $247,000 | +0.4% | 3,166 | 0.0% | 0.13% | +0.8% |
| Q1 2017 | $246,000 | +2.5% | 3,166 | 0.0% | 0.13% | +0.8% |
| Q4 2016 | $240,000 | -14.3% | 3,166 | -18.4% | 0.12% | -4.6% |
| Q3 2016 | $280,000 | +8.5% | 3,880 | +7.6% | 0.13% | -3.0% |
| Q2 2016 | $258,000 | +3.6% | 3,605 | 0.0% | 0.14% | -22.9% |
| Q1 2016 | $249,000 | +3.3% | 3,605 | 0.0% | 0.18% | -8.9% |
| Q4 2015 | $241,000 | +6.6% | 3,605 | 0.0% | 0.19% | -9.4% |
| Q3 2015 | $226,000 | -7.0% | 3,605 | 0.0% | 0.21% | +5.5% |
| Q2 2015 | $243,000 | -1.2% | 3,605 | 0.0% | 0.20% | +1.5% |
| Q1 2015 | $246,000 | -0.8% | 3,605 | 0.0% | 0.20% | -5.3% |
| Q4 2014 | $248,000 | – | 3,605 | – | 0.21% | – |
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% |