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 | $5,778,375 | +94317.9% | 55,927 | -3.1% | 0.17% | -3.4% |
Q2 2023 | $6,120 | +3.5% | 57,706 | +2.9% | 0.18% | -5.3% |
Q1 2023 | $5,914 | -16.9% | 56,057 | -14.8% | 0.19% | -22.1% |
Q4 2022 | $7,121 | -99.9% | 65,809 | +26.8% | 0.24% | +30.4% |
Q3 2022 | $4,926,000 | -3.7% | 51,918 | +3.2% | 0.18% | +0.5% |
Q2 2022 | $5,116,000 | -10.3% | 50,304 | -1.0% | 0.18% | +4.0% |
Q1 2022 | $5,706,000 | +5.0% | 50,830 | +4.8% | 0.18% | +8.6% |
Q4 2021 | $5,436,000 | +4.1% | 48,483 | -4.0% | 0.16% | -6.9% |
Q3 2021 | $5,221,000 | -35.2% | 50,521 | -34.3% | 0.17% | -35.1% |
Q2 2021 | $8,056,000 | +4.1% | 76,887 | +0.4% | 0.27% | -0.7% |
Q1 2021 | $7,738,000 | -44.3% | 76,543 | -49.5% | 0.27% | -49.2% |
Q4 2020 | $13,883,000 | -2.6% | 151,718 | -13.8% | 0.53% | -13.5% |
Q3 2020 | $14,248,000 | +4.4% | 176,042 | +1.6% | 0.61% | -7.0% |
Q2 2020 | $13,649,000 | +22.5% | 173,260 | +10.0% | 0.66% | +0.2% |
Q1 2020 | $11,144,000 | -20.3% | 157,507 | +5.5% | 0.66% | -1.2% |
Q4 2019 | $13,989,000 | +64.6% | 149,281 | +55.8% | 0.67% | +52.3% |
Q3 2019 | $8,501,000 | +1.3% | 95,807 | -0.2% | 0.44% | -5.2% |
Q2 2019 | $8,390,000 | +0.4% | 96,013 | -1.5% | 0.46% | -4.1% |
Q1 2019 | $8,354,000 | +12.8% | 97,519 | +2.7% | 0.48% | +1.3% |
Q4 2018 | $7,403,000 | -11.4% | 94,919 | -1.1% | 0.48% | +1.1% |
Q3 2018 | $8,359,000 | +4.6% | 95,982 | -0.3% | 0.47% | -3.3% |
Q2 2018 | $7,993,000 | +1.9% | 96,242 | +1.2% | 0.49% | -10.1% |
Q1 2018 | $7,845,000 | -6.4% | 95,110 | -2.9% | 0.54% | -3.9% |
Q4 2017 | $8,383,000 | +3.8% | 97,909 | -1.7% | 0.56% | -2.4% |
Q3 2017 | $8,075,000 | +4.4% | 99,607 | +0.7% | 0.58% | 0.0% |
Q2 2017 | $7,735,000 | +3.0% | 98,962 | +2.4% | 0.58% | +1.4% |
Q1 2017 | $7,507,000 | +6.7% | 96,672 | +4.1% | 0.57% | +1.6% |
Q4 2016 | $7,037,000 | +4.5% | 92,867 | -0.5% | 0.56% | -3.1% |
Q3 2016 | $6,732,000 | +0.9% | 93,330 | 0.0% | 0.58% | -1.4% |
Q2 2016 | $6,669,000 | +3.7% | 93,330 | +0.2% | 0.59% | -2.2% |
Q1 2016 | $6,433,000 | +4.7% | 93,185 | +1.2% | 0.60% | +5.8% |
Q4 2015 | $6,147,000 | +3.4% | 92,091 | -3.0% | 0.57% | -15.2% |
Q3 2015 | $5,946,000 | -6.9% | 94,904 | 0.0% | 0.67% | -1.2% |
Q2 2015 | $6,389,000 | -2.6% | 94,904 | -1.1% | 0.68% | -3.6% |
Q1 2015 | $6,557,000 | -0.7% | 95,999 | 0.0% | 0.70% | -1.1% |
Q4 2014 | $6,600,000 | +3.8% | 95,999 | +0.3% | 0.71% | -2.5% |
Q3 2014 | $6,356,000 | +5.2% | 95,709 | +5.1% | 0.73% | +5.2% |
Q2 2014 | $6,039,000 | +7.7% | 91,067 | +2.5% | 0.69% | +0.3% |
Q1 2014 | $5,606,000 | +1.1% | 88,804 | -0.1% | 0.69% | -5.2% |
Q4 2013 | $5,543,000 | +1858.7% | 88,936 | +1707.6% | 0.73% | +1554.5% |
Q3 2013 | $283,000 | +1.8% | 4,920 | 0.0% | 0.04% | -2.2% |
Q2 2013 | $278,000 | – | 4,920 | – | 0.04% | – |
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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% |