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 | $745,454 | -3.7% | 7,215 | -1.2% | 0.06% | +1.6% |
| Q2 2023 | $774,311 | -0.7% | 7,300 | -1.2% | 0.06% | -10.1% |
| Q1 2023 | $779,645 | -3.6% | 7,390 | -1.1% | 0.07% | -14.8% |
| Q4 2022 | $808,870 | +20.0% | 7,475 | +5.3% | 0.08% | +14.1% |
| Q3 2022 | $674,000 | -5.5% | 7,100 | +1.2% | 0.07% | +1.4% |
| Q2 2022 | $713,000 | -10.9% | 7,015 | -1.6% | 0.07% | +11.1% |
| Q1 2022 | $800,000 | -21.7% | 7,130 | -21.7% | 0.06% | -13.7% |
| Q4 2021 | $1,022,000 | +25.6% | 9,111 | +15.7% | 0.07% | +9.0% |
| Q3 2021 | $814,000 | -6.8% | 7,875 | -5.5% | 0.07% | -9.5% |
| Q2 2021 | $873,000 | +1.3% | 8,330 | -2.3% | 0.07% | -10.8% |
| Q1 2021 | $862,000 | +10.1% | 8,530 | -0.4% | 0.08% | +7.8% |
| Q4 2020 | $783,000 | +13.0% | 8,560 | 0.0% | 0.08% | +2.7% |
| Q3 2020 | $693,000 | +5.2% | 8,560 | +2.4% | 0.08% | -5.1% |
| Q2 2020 | $659,000 | +11.5% | 8,360 | 0.0% | 0.08% | -6.0% |
| Q1 2020 | $591,000 | -25.8% | 8,360 | -1.6% | 0.08% | -12.5% |
| Q4 2019 | $797,000 | +5.7% | 8,500 | 0.0% | 0.10% | +1.1% |
| Q3 2019 | $754,000 | +0.4% | 8,500 | -1.2% | 0.10% | -3.1% |
| Q2 2019 | $751,000 | -1.4% | 8,600 | -3.4% | 0.10% | -4.9% |
| Q1 2019 | $762,000 | +11.7% | 8,900 | +1.8% | 0.10% | -2.8% |
| Q4 2018 | $682,000 | -11.3% | 8,740 | -1.0% | 0.11% | +2.9% |
| Q3 2018 | $769,000 | +2.9% | 8,825 | -1.9% | 0.10% | -7.2% |
| Q2 2018 | $747,000 | -4.5% | 9,000 | -5.0% | 0.11% | -9.0% |
| Q1 2018 | $782,000 | -7.6% | 9,475 | -4.1% | 0.12% | -7.6% |
| Q4 2017 | $846,000 | +4.3% | 9,875 | -1.2% | 0.13% | -2.2% |
| Q3 2017 | $811,000 | +3.7% | 10,000 | 0.0% | 0.14% | +0.7% |
| Q2 2017 | $782,000 | -2.7% | 10,000 | -3.4% | 0.13% | -3.6% |
| Q1 2017 | $804,000 | +1.5% | 10,350 | -1.0% | 0.14% | -3.5% |
| Q4 2016 | $792,000 | +7.2% | 10,450 | +2.0% | 0.14% | +6.7% |
| Q3 2016 | $739,000 | +7.1% | 10,250 | +6.2% | 0.14% | +5.5% |
| Q2 2016 | $690,000 | +3.6% | 9,650 | 0.0% | 0.13% | +3.2% |
| Q1 2016 | $666,000 | -2.1% | 9,650 | +847.9% | 0.12% | -3.1% |
| Q4 2015 | $680,000 | +9.3% | 1,018 | -89.7% | 0.13% | +4.1% |
| Q3 2015 | $622,000 | +3.7% | 9,920 | +11.3% | 0.12% | +7.9% |
| Q2 2015 | $600,000 | +16.3% | 8,912 | +18.0% | 0.11% | +17.5% |
| Q1 2015 | $516,000 | 0.0% | 7,550 | +0.7% | 0.10% | -1.0% |
| Q4 2014 | $516,000 | +3.6% | 7,500 | 0.0% | 0.10% | -2.0% |
| Q3 2014 | $498,000 | +0.2% | 7,500 | 0.0% | 0.10% | 0.0% |
| Q2 2014 | $497,000 | +5.1% | 7,500 | 0.0% | 0.10% | +1.0% |
| Q1 2014 | $473,000 | +5.3% | 7,500 | +4.2% | 0.10% | +4.2% |
| Q4 2013 | $449,000 | +8.5% | 7,200 | 0.0% | 0.10% | 0.0% |
| Q3 2013 | $414,000 | +2.0% | 7,200 | 0.0% | 0.10% | -4.0% |
| Q2 2013 | $406,000 | – | 7,200 | – | 0.10% | – |
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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% |