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 | $1,922,385 | -3.9% | 18,605 | -1.4% | 1.43% | -1.5% |
| Q2 2023 | $2,001,191 | -1.3% | 18,867 | -1.8% | 1.45% | -7.3% |
| Q1 2023 | $2,027,331 | +0.6% | 19,216 | +3.2% | 1.56% | -12.4% |
| Q4 2022 | $2,014,648 | +8.6% | 18,619 | -4.8% | 1.78% | -0.1% |
| Q3 2022 | $1,855,000 | -8.6% | 19,555 | -2.0% | 1.78% | -1.5% |
| Q2 2022 | $2,029,000 | +12.6% | 19,950 | +24.3% | 1.81% | +35.0% |
| Q1 2022 | $1,802,000 | -3.0% | 16,053 | -3.2% | 1.34% | +5.0% |
| Q4 2021 | $1,858,000 | +3.6% | 16,576 | -4.5% | 1.28% | -6.8% |
| Q3 2021 | $1,794,000 | +98.2% | 17,354 | +100.8% | 1.37% | +94.2% |
| Q2 2021 | $905,000 | -40.9% | 8,641 | -43.0% | 0.70% | -45.2% |
| Q1 2021 | $1,531,000 | +4.1% | 15,157 | -5.7% | 1.29% | +1.8% |
| Q4 2020 | $1,470,000 | +7.9% | 16,071 | -4.6% | 1.26% | +2.0% |
| Q3 2020 | $1,362,000 | +0.9% | 16,841 | -1.8% | 1.24% | -5.6% |
| Q2 2020 | $1,350,000 | +7.8% | 17,145 | -3.1% | 1.31% | -15.1% |
| Q1 2020 | $1,252,000 | -3.7% | 17,700 | +27.5% | 1.54% | +17.8% |
| Q4 2019 | $1,300,000 | – | 13,886 | – | 1.31% | – |
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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% |