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 | $5,070,277 | +57.5% | 48,809 | +60.8% | 1.14% | +63.8% |
| Q2 2023 | $3,218,865 | +0.5% | 30,347 | -0.0% | 0.70% | -11.8% |
| Q1 2023 | $3,202,018 | +11.7% | 30,351 | +14.5% | 0.79% | +0.6% |
| Q4 2022 | $2,867,779 | +9.0% | 26,502 | -2.2% | 0.78% | +6.5% |
| Q3 2022 | $2,630,000 | -2.6% | 27,090 | +1.5% | 0.74% | -1.2% |
| Q2 2022 | $2,701,000 | -6.4% | 26,677 | +3.8% | 0.74% | +13.1% |
| Q1 2022 | $2,885,000 | +12.2% | 25,704 | +13.9% | 0.66% | +9.3% |
| Q4 2021 | $2,572,000 | -40.0% | 22,559 | -45.6% | 0.60% | +31.9% |
| Q3 2021 | $4,284,000 | +75.7% | 41,464 | +78.1% | 0.46% | -33.4% |
| Q2 2021 | $2,438,000 | -4.6% | 23,275 | -7.9% | 0.69% | -15.8% |
| Q1 2021 | $2,555,000 | +6.7% | 25,275 | -3.5% | 0.82% | -7.7% |
| Q4 2020 | $2,395,000 | +10.6% | 26,179 | -2.1% | 0.88% | -3.3% |
| Q3 2020 | $2,165,000 | +7.1% | 26,749 | +4.3% | 0.91% | -6.9% |
| Q2 2020 | $2,021,000 | -26.6% | 25,648 | -34.1% | 0.98% | -47.5% |
| Q1 2020 | $2,754,000 | -7.7% | 38,925 | +22.3% | 1.87% | +9.8% |
| Q4 2019 | $2,983,000 | +50.7% | 31,830 | +42.6% | 1.70% | +41.9% |
| Q3 2019 | $1,980,000 | +667.4% | 22,318 | +656.8% | 1.20% | +597.7% |
| Q2 2019 | $258,000 | +273.9% | 2,949 | +261.4% | 0.17% | +282.2% |
| Q3 2018 | $69,000 | 0.0% | 816 | -1.2% | 0.04% | -11.8% |
| Q2 2018 | $69,000 | -87.0% | 826 | -87.8% | 0.05% | -91.3% |
| Q2 2017 | $530,000 | – | 6,787 | – | 0.58% | – |
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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% |