VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,622 | -8.9% | 8,320 | -6.4% | 0.30% | -11.2% |
| Q2 2023 | $943,288 | -2.8% | 8,893 | -3.3% | 0.34% | -6.1% |
| Q1 2023 | $970,396 | -7.7% | 9,198 | -5.3% | 0.36% | -7.9% |
| Q4 2022 | $1,051,368 | +13.8% | 9,716 | -0.3% | 0.39% | +43.1% |
| Q3 2022 | $924,000 | -23.9% | 9,743 | -18.4% | 0.27% | -15.4% |
| Q2 2022 | $1,214,000 | -9.6% | 11,938 | -0.2% | 0.32% | +7.3% |
| Q1 2022 | $1,343,000 | -10.2% | 11,963 | -10.3% | 0.30% | +11.4% |
| Q4 2021 | $1,495,000 | -8.7% | 13,338 | -15.8% | 0.27% | -15.6% |
| Q3 2021 | $1,637,000 | -1.4% | 15,841 | -0.1% | 0.32% | -1.8% |
| Q2 2021 | $1,660,000 | +2.8% | 15,849 | -0.8% | 0.33% | -7.4% |
| Q1 2021 | $1,615,000 | +10.5% | 15,977 | -0.0% | 0.35% | -4.1% |
| Q4 2020 | $1,462,000 | – | 15,978 | – | 0.37% | – |
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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% |