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 | $722,723 | -6.6% | 6,995 | -4.1% | 0.16% | -1.2% |
| Q2 2023 | $773,781 | -0.1% | 7,295 | -0.7% | 0.16% | -5.8% |
| Q1 2023 | $774,898 | +0.2% | 7,345 | +2.7% | 0.17% | -4.4% |
| Q4 2022 | $773,702 | +14.1% | 7,150 | 0.0% | 0.18% | +9.0% |
| Q3 2022 | $678,000 | -9.8% | 7,150 | -3.3% | 0.17% | -2.4% |
| Q2 2022 | $752,000 | -14.1% | 7,395 | -5.1% | 0.17% | +0.6% |
| Q1 2022 | $875,000 | +0.1% | 7,795 | 0.0% | 0.17% | +7.0% |
| Q4 2021 | $874,000 | +8.4% | 7,795 | 0.0% | 0.16% | +1.9% |
| Q3 2021 | $806,000 | -1.3% | 7,795 | 0.0% | 0.16% | -1.9% |
| Q2 2021 | $817,000 | +17.2% | 7,795 | +13.1% | 0.16% | +8.2% |
| Q1 2021 | $697,000 | +10.5% | 6,895 | 0.0% | 0.15% | +2.8% |
| Q4 2020 | $631,000 | +38.1% | 6,895 | +22.1% | 0.14% | +25.7% |
| Q3 2020 | $457,000 | +10.9% | 5,645 | +8.0% | 0.11% | +5.6% |
| Q2 2020 | $412,000 | +13.5% | 5,225 | +1.8% | 0.11% | 0.0% |
| Q1 2020 | $363,000 | -18.2% | 5,135 | +8.4% | 0.11% | -1.8% |
| Q4 2019 | $444,000 | +4.5% | 4,735 | -1.0% | 0.11% | 0.0% |
| Q3 2019 | $425,000 | -8.0% | 4,785 | -9.5% | 0.11% | -6.0% |
| Q2 2019 | $462,000 | +2.0% | 5,285 | 0.0% | 0.12% | -0.9% |
| Q1 2019 | $453,000 | +10.0% | 5,285 | 0.0% | 0.12% | +2.6% |
| Q4 2018 | $412,000 | -18.3% | 5,285 | -8.6% | 0.11% | -10.2% |
| Q3 2018 | $504,000 | +10.5% | 5,785 | +5.5% | 0.13% | +5.8% |
| Q2 2018 | $456,000 | -2.8% | 5,485 | -3.5% | 0.12% | -4.8% |
| Q1 2018 | $469,000 | -11.0% | 5,685 | -7.7% | 0.13% | -13.1% |
| Q4 2017 | $527,000 | -1.7% | 6,160 | -6.8% | 0.14% | -4.6% |
| Q3 2017 | $536,000 | +3.7% | 6,610 | 0.0% | 0.15% | +6.3% |
| Q2 2017 | $517,000 | -2.3% | 6,610 | -2.9% | 0.14% | -3.4% |
| Q1 2017 | $529,000 | +2.5% | 6,810 | 0.0% | 0.15% | -2.0% |
| Q4 2016 | $516,000 | +4.2% | 6,810 | -0.7% | 0.15% | -3.2% |
| Q3 2016 | $495,000 | -4.6% | 6,860 | -5.5% | 0.16% | -2.5% |
| Q2 2016 | $519,000 | +10.0% | 7,260 | +6.2% | 0.16% | +7.4% |
| Q1 2016 | $472,000 | +3.5% | 6,834 | 0.0% | 0.15% | +2.1% |
| Q4 2015 | $456,000 | -26.2% | 6,834 | -30.7% | 0.15% | -29.8% |
| Q3 2015 | $618,000 | -12.1% | 9,864 | -5.5% | 0.21% | +5.1% |
| Q2 2015 | $703,000 | -1.4% | 10,440 | 0.0% | 0.20% | -5.3% |
| Q1 2015 | $713,000 | -27.4% | 10,440 | -26.9% | 0.21% | -28.7% |
| Q4 2014 | $982,000 | -8.9% | 14,280 | -12.0% | 0.29% | -12.5% |
| Q3 2014 | $1,078,000 | -10.8% | 16,230 | -11.0% | 0.34% | -29.2% |
| Q2 2014 | $1,209,000 | +9.7% | 18,230 | +4.4% | 0.47% | +3.7% |
| Q1 2014 | $1,102,000 | +3.7% | 17,455 | +2.3% | 0.46% | +3.2% |
| Q4 2013 | $1,063,000 | +8.5% | 17,055 | 0.0% | 0.44% | -0.9% |
| Q3 2013 | $980,000 | -21.4% | 17,055 | -22.9% | 0.45% | -26.8% |
| Q2 2013 | $1,247,000 | – | 22,130 | – | 0.61% | – |
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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% |