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 | $13,504 | -5.2% | 130,690 | -2.7% | 0.03% | 0.0% |
| Q2 2023 | $14,241 | -1.2% | 134,260 | -1.8% | 0.03% | -11.8% |
| Q1 2023 | $14,417 | -1.4% | 136,655 | +1.2% | 0.03% | -5.6% |
| Q4 2022 | $14,619 | -99.9% | 135,092 | 0.0% | 0.04% | +9.1% |
| Q3 2022 | $12,818,000 | +0.6% | 135,092 | +7.9% | 0.03% | +3.1% |
| Q2 2022 | $12,738,000 | -9.6% | 125,252 | -0.2% | 0.03% | +6.7% |
| Q1 2022 | $14,091,000 | -24.1% | 125,533 | -24.2% | 0.03% | -18.9% |
| Q4 2021 | $18,558,000 | +8.7% | 165,533 | +0.2% | 0.04% | +2.8% |
| Q3 2021 | $17,077,000 | -1.5% | 165,233 | -0.2% | 0.04% | -5.3% |
| Q2 2021 | $17,339,000 | +4.6% | 165,497 | +0.9% | 0.04% | -5.0% |
| Q1 2021 | $16,576,000 | +9.8% | 163,974 | -0.6% | 0.04% | 0.0% |
| Q4 2020 | $15,099,000 | +49.3% | 164,996 | +32.1% | 0.04% | +33.3% |
| Q3 2020 | $10,110,000 | +3.6% | 124,924 | +0.8% | 0.03% | -3.2% |
| Q2 2020 | $9,763,000 | -24.5% | 123,929 | -32.2% | 0.03% | -40.4% |
| Q1 2020 | $12,924,000 | -26.3% | 182,672 | -2.3% | 0.05% | -8.8% |
| Q4 2019 | $17,526,000 | +7.2% | 187,026 | +1.5% | 0.06% | -1.7% |
| Q3 2019 | $16,346,000 | +25.3% | 184,218 | +23.4% | 0.06% | +31.8% |
| Q2 2019 | $13,048,000 | +13.8% | 149,315 | +11.5% | 0.04% | 0.0% |
| Q1 2019 | $11,469,000 | +25.2% | 133,893 | +14.0% | 0.04% | +10.0% |
| Q4 2018 | $9,163,000 | -7.8% | 117,485 | +3.0% | 0.04% | +8.1% |
| Q3 2018 | $9,933,000 | -41.7% | 114,061 | -44.4% | 0.04% | -43.9% |
| Q2 2018 | $17,052,000 | -1.2% | 205,318 | -1.9% | 0.07% | -1.5% |
| Q1 2018 | $17,264,000 | -3.2% | 209,287 | +0.5% | 0.07% | -2.9% |
| Q4 2017 | $17,830,000 | +6.1% | 208,222 | +0.5% | 0.07% | +3.0% |
| Q3 2017 | $16,798,000 | +3.2% | 207,203 | -0.5% | 0.07% | +1.5% |
| Q2 2017 | $16,273,000 | -0.8% | 208,207 | -1.4% | 0.07% | -2.9% |
| Q1 2017 | $16,399,000 | +14.4% | 211,202 | +11.7% | 0.07% | +3.0% |
| Q4 2016 | $14,332,000 | +5.0% | 189,155 | 0.0% | 0.07% | -4.3% |
| Q3 2016 | $13,646,000 | +2.4% | 189,155 | +1.4% | 0.07% | -5.5% |
| Q2 2016 | $13,332,000 | +17.7% | 186,560 | +13.7% | 0.07% | +14.1% |
| Q1 2016 | $11,327,000 | +9.7% | 164,057 | +6.1% | 0.06% | +12.3% |
| Q4 2015 | $10,325,000 | +12.3% | 154,675 | +5.4% | 0.06% | +7.5% |
| Q3 2015 | $9,195,000 | -18.4% | 146,768 | -12.3% | 0.05% | -10.2% |
| Q2 2015 | $11,264,000 | +15.5% | 167,312 | +17.1% | 0.06% | +20.4% |
| Q1 2015 | $9,755,000 | +143.3% | 142,819 | +144.9% | 0.05% | +122.7% |
| Q4 2014 | $4,010,000 | +321.2% | 58,324 | +306.9% | 0.02% | +633.3% |
| Q3 2014 | $952,000 | +100.4% | 14,332 | +100.0% | 0.00% | 0.0% |
| Q2 2014 | $475,000 | +5.1% | 7,166 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $452,000 | +1.1% | 7,166 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $447,000 | +149.7% | 7,166 | +130.3% | 0.00% | +200.0% |
| Q3 2013 | $179,000 | -60.3% | 3,111 | -61.1% | 0.00% | -75.0% |
| Q2 2013 | $451,000 | – | 8,001 | – | 0.00% | – |
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% |