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 | $372,056 | -3.0% | 3,601 | -0.4% | 0.02% | +5.6% |
| Q2 2023 | $383,550 | +4.9% | 3,616 | +4.4% | 0.02% | -5.3% |
| Q1 2023 | $365,558 | +7.2% | 3,465 | +10.0% | 0.02% | 0.0% |
| Q4 2022 | $340,862 | +19.2% | 3,150 | +4.5% | 0.02% | +11.8% |
| Q3 2022 | $286,000 | +40.2% | 3,015 | +50.0% | 0.02% | +41.7% |
| Q2 2022 | $204,000 | +4.6% | 2,010 | +15.9% | 0.01% | +20.0% |
| Q1 2022 | $195,000 | 0.0% | 1,735 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $195,000 | +10.2% | 1,735 | +1.5% | 0.01% | 0.0% |
| Q3 2021 | $177,000 | +2.9% | 1,710 | +4.5% | 0.01% | 0.0% |
| Q2 2021 | $172,000 | +4.2% | 1,637 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $165,000 | +371.4% | 1,637 | +325.2% | 0.01% | +350.0% |
| Q4 2020 | $35,000 | +12.9% | 385 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +3.3% | 385 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +11.1% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -25.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +63.6% | 385 | +57.1% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | +4.8% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | -48.8% | 245 | -51.0% | 0.00% | -50.0% |
| Q3 2017 | $41,000 | +5.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $39,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $39,000 | +2.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $36,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $36,000 | 0.0% | 500 | -2.9% | 0.00% | 0.0% |
| Q1 2016 | $36,000 | +9.1% | 515 | +3.0% | 0.00% | 0.0% |
| Q4 2015 | $33,000 | +6.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $31,000 | -8.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $34,000 | +3.0% | 500 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $33,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $33,000 | – | 500 | – | 0.01% | – |
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% |