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 | $329,178 | -3.9% | 3,186 | -1.3% | 0.01% | 0.0% |
| Q2 2023 | $342,500 | -10.9% | 3,229 | -11.4% | 0.01% | -13.3% |
| Q1 2023 | $384,548 | -2.5% | 3,645 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $394,425 | +14.0% | 3,645 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $346,000 | +7.5% | 3,645 | +15.1% | 0.02% | +14.3% |
| Q2 2022 | $322,000 | +26.8% | 3,167 | +39.8% | 0.01% | +40.0% |
| Q1 2022 | $254,000 | -3.8% | 2,266 | -3.8% | 0.01% | 0.0% |
| Q4 2021 | $264,000 | +6.0% | 2,356 | -2.1% | 0.01% | -9.1% |
| Q3 2021 | $249,000 | -1.2% | 2,406 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $252,000 | -11.0% | 2,406 | -14.0% | 0.01% | -21.4% |
| Q1 2021 | $283,000 | +11.4% | 2,799 | +0.7% | 0.01% | +7.7% |
| Q4 2020 | $254,000 | +12.9% | 2,780 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $225,000 | +2.7% | 2,780 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $219,000 | -15.8% | 2,780 | -24.4% | 0.01% | -30.0% |
| Q1 2020 | $260,000 | -46.8% | 3,679 | -29.4% | 0.02% | -33.3% |
| Q4 2019 | $489,000 | +9.6% | 5,214 | +3.7% | 0.03% | +7.1% |
| Q3 2019 | $446,000 | +2.5% | 5,029 | +1.0% | 0.03% | 0.0% |
| Q2 2019 | $435,000 | -5.8% | 4,981 | -7.7% | 0.03% | -9.7% |
| Q1 2019 | $462,000 | +5.2% | 5,399 | -4.0% | 0.03% | -6.1% |
| Q4 2018 | $439,000 | -12.2% | 5,624 | -2.0% | 0.03% | -2.9% |
| Q3 2018 | $500,000 | -2.2% | 5,738 | -6.7% | 0.03% | -8.1% |
| Q2 2018 | $511,000 | -6.6% | 6,147 | -7.2% | 0.04% | -9.8% |
| Q1 2018 | $547,000 | -14.4% | 6,627 | -11.2% | 0.04% | -12.8% |
| Q4 2017 | $639,000 | +0.6% | 7,464 | -4.7% | 0.05% | -6.0% |
| Q3 2017 | $635,000 | -7.7% | 7,830 | -11.0% | 0.05% | -12.3% |
| Q2 2017 | $688,000 | +0.1% | 8,801 | -0.5% | 0.06% | -6.6% |
| Q1 2017 | $687,000 | -2.6% | 8,843 | -4.9% | 0.06% | -4.7% |
| Q4 2016 | $705,000 | -3.8% | 9,298 | -8.5% | 0.06% | -16.9% |
| Q3 2016 | $733,000 | -3.4% | 10,167 | -4.3% | 0.08% | -9.4% |
| Q2 2016 | $759,000 | -57.0% | 10,621 | -58.5% | 0.08% | -58.5% |
| Q1 2016 | $1,766,000 | -8.1% | 25,575 | -11.2% | 0.20% | -14.9% |
| Q4 2015 | $1,922,000 | +2.8% | 28,787 | -3.5% | 0.24% | -5.5% |
| Q3 2015 | $1,869,000 | -5.8% | 29,833 | +1.2% | 0.26% | +1.2% |
| Q2 2015 | $1,984,000 | -3.9% | 29,478 | -2.5% | 0.25% | -3.1% |
| Q1 2015 | $2,064,000 | +2.4% | 30,221 | +3.1% | 0.26% | +3.2% |
| Q4 2014 | $2,015,000 | +4.0% | 29,308 | +0.5% | 0.25% | -1.9% |
| Q3 2014 | $1,937,000 | -4.8% | 29,174 | -4.9% | 0.26% | -5.2% |
| Q2 2014 | $2,034,000 | +8.1% | 30,672 | +2.9% | 0.27% | +3.0% |
| Q1 2014 | $1,881,000 | +5.7% | 29,802 | +4.4% | 0.26% | +2.7% |
| Q4 2013 | $1,779,000 | +12.5% | 28,542 | +3.7% | 0.26% | +2.0% |
| Q3 2013 | $1,582,000 | +9.5% | 27,520 | +7.4% | 0.25% | +13.1% |
| Q2 2013 | $1,445,000 | – | 25,635 | – | 0.22% | – |
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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% |