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 | $3,280,203 | -1.7% | 31,748 | +0.9% | 0.66% | +2.0% |
| Q2 2023 | $3,337,811 | +1.9% | 31,468 | +1.3% | 0.64% | -3.6% |
| Q1 2023 | $3,276,619 | +0.4% | 31,058 | +3.0% | 0.67% | -2.6% |
| Q4 2022 | $3,263,938 | +15.9% | 30,163 | +1.6% | 0.69% | +5.0% |
| Q3 2022 | $2,817,000 | -1.1% | 29,698 | +6.0% | 0.65% | +5.8% |
| Q2 2022 | $2,848,000 | -8.4% | 28,012 | +1.1% | 0.62% | +5.6% |
| Q1 2022 | $3,110,000 | +0.4% | 27,712 | +0.2% | 0.58% | +0.2% |
| Q4 2021 | $3,099,000 | +5.2% | 27,647 | -3.0% | 0.58% | -3.2% |
| Q3 2021 | $2,946,000 | -0.6% | 28,508 | +0.7% | 0.60% | -2.4% |
| Q2 2021 | $2,965,000 | +5.0% | 28,299 | +1.3% | 0.62% | -0.6% |
| Q1 2021 | $2,823,000 | +11.1% | 27,929 | +0.6% | 0.62% | +3.0% |
| Q4 2020 | $2,541,000 | +4.1% | 27,769 | -8.0% | 0.60% | -6.4% |
| Q3 2020 | $2,442,000 | -8.2% | 30,169 | -10.7% | 0.64% | -11.8% |
| Q2 2020 | $2,661,000 | +11.0% | 33,779 | -0.4% | 0.73% | -5.8% |
| Q1 2020 | $2,398,000 | +23.7% | 33,899 | +63.9% | 0.78% | +55.2% |
| Q4 2019 | $1,939,000 | +6.0% | 20,689 | +0.3% | 0.50% | +0.2% |
| Q3 2019 | $1,830,000 | +15.7% | 20,619 | +13.9% | 0.50% | +13.4% |
| Q2 2019 | $1,581,000 | +6.1% | 18,099 | +4.0% | 0.44% | +2.6% |
| Q1 2019 | $1,490,000 | +13.7% | 17,399 | +3.6% | 0.43% | +2.9% |
| Q4 2018 | $1,310,000 | -0.2% | 16,799 | +11.5% | 0.42% | +16.8% |
| Q3 2018 | $1,312,000 | +31.1% | 15,069 | +25.0% | 0.36% | +19.8% |
| Q2 2018 | $1,001,000 | +6.8% | 12,059 | +6.1% | 0.30% | +6.4% |
| Q1 2018 | $937,000 | +24.8% | 11,364 | +29.5% | 0.28% | +32.1% |
| Q4 2017 | $751,000 | +50.2% | 8,773 | +42.3% | 0.21% | +38.6% |
| Q3 2017 | $500,000 | – | 6,163 | – | 0.15% | – |
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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% |