VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $31,217 | -2.8% | 302,138 | -0.2% | 5.54% | -0.4% |
Q2 2023 | $32,113 | +0.6% | 302,758 | +0.1% | 5.56% | -4.9% |
Q1 2023 | $31,914 | -1.2% | 302,503 | +1.3% | 5.85% | -6.6% |
Q4 2022 | $32,313 | -99.9% | 298,610 | +2.4% | 6.26% | +4.5% |
Q3 2022 | $27,665,000 | -3.9% | 291,575 | +3.0% | 5.99% | +2.6% |
Q2 2022 | $28,785,000 | +8.2% | 283,039 | +19.4% | 5.84% | +12.5% |
Q1 2022 | $26,604,000 | +31.1% | 237,005 | +30.9% | 5.19% | +23.7% |
Q4 2021 | $20,293,000 | +10.5% | 181,013 | +1.9% | 4.20% | +0.9% |
Q3 2021 | $18,359,000 | -3.0% | 177,635 | -1.7% | 4.16% | -3.2% |
Q2 2021 | $18,931,000 | +4.2% | 180,691 | +0.5% | 4.30% | -1.5% |
Q1 2021 | $18,168,000 | +15.0% | 179,721 | +4.1% | 4.36% | +8.6% |
Q4 2020 | $15,800,000 | +4.3% | 172,657 | -7.8% | 4.02% | -9.3% |
Q3 2020 | $15,152,000 | -23.0% | 187,220 | -25.0% | 4.43% | -26.5% |
Q2 2020 | $19,671,000 | +7.6% | 249,690 | -3.4% | 6.02% | -6.9% |
Q1 2020 | $18,283,000 | -27.9% | 258,418 | -4.5% | 6.47% | -13.3% |
Q4 2019 | $25,348,000 | +5.8% | 270,489 | +0.2% | 7.46% | +1.1% |
Q3 2019 | $23,950,000 | -19.1% | 269,917 | -20.3% | 7.37% | -16.9% |
Q2 2019 | $29,594,000 | +0.5% | 338,682 | -1.5% | 8.87% | +12.9% |
Q1 2019 | $29,440,000 | -48.3% | 343,683 | -53.0% | 7.86% | -33.8% |
Q4 2018 | $56,990,000 | +79.2% | 730,740 | +100.1% | 11.87% | +66.2% |
Q3 2018 | $31,799,000 | -23.5% | 365,122 | -27.0% | 7.14% | -29.7% |
Q2 2018 | $41,551,000 | -0.0% | 500,315 | -0.7% | 10.16% | -2.7% |
Q1 2018 | $41,565,000 | -3.7% | 503,885 | +0.0% | 10.44% | +10.1% |
Q4 2017 | $43,140,000 | +4.7% | 503,800 | -0.8% | 9.48% | +1.2% |
Q3 2017 | $41,187,000 | -49.4% | 508,043 | -51.2% | 9.37% | -41.3% |
Q2 2017 | $81,378,000 | -1.2% | 1,041,160 | -1.8% | 15.95% | +45.5% |
Q1 2017 | $82,362,000 | +103.1% | 1,060,684 | +98.2% | 10.96% | +82.8% |
Q4 2016 | $40,554,000 | +5.8% | 535,225 | +0.7% | 6.00% | -24.3% |
Q3 2016 | $38,335,000 | +5.6% | 531,395 | +4.6% | 7.92% | -1.9% |
Q2 2016 | $36,316,000 | +7.1% | 508,203 | +3.5% | 8.07% | +7.9% |
Q1 2016 | $33,909,000 | +6.5% | 491,148 | +3.0% | 7.48% | +39.2% |
Q4 2015 | $31,827,000 | +13.8% | 476,802 | +6.8% | 5.38% | +13.8% |
Q3 2015 | $27,959,000 | -6.7% | 446,270 | +0.3% | 4.72% | +0.7% |
Q2 2015 | $29,964,000 | +86.5% | 445,099 | +89.2% | 4.69% | +84.3% |
Q1 2015 | $16,066,000 | +22.5% | 235,230 | +23.3% | 2.54% | +33.7% |
Q4 2014 | $13,111,000 | +15.7% | 190,708 | +11.8% | 1.90% | +22.1% |
Q3 2014 | $11,331,000 | +3.4% | 170,624 | +3.2% | 1.56% | +104.7% |
Q2 2014 | $10,959,000 | +11.4% | 165,256 | +6.0% | 0.76% | +8.7% |
Q1 2014 | $9,839,000 | +12.7% | 155,871 | +11.3% | 0.70% | +45.2% |
Q4 2013 | $8,727,000 | +18.3% | 140,041 | +9.1% | 0.48% | +15.3% |
Q3 2013 | $7,377,000 | +11.6% | 128,311 | +9.4% | 0.42% | +3.2% |
Q2 2013 | $6,611,000 | – | 117,286 | – | 0.40% | – |
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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% |