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 | $52,900 | -2.6% | 512 | 0.0% | 0.01% | +7.7% |
| Q2 2023 | $54,308 | -35.3% | 512 | -35.7% | 0.01% | -40.9% |
| Q1 2023 | $83,978 | -2.5% | 796 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $86,135 | +13.3% | 796 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $76,000 | -6.2% | 796 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $81,000 | -9.0% | 796 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $89,000 | +78.0% | 796 | +78.5% | 0.02% | +75.0% |
| Q4 2021 | $50,000 | +8.7% | 446 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $46,000 | -2.1% | 446 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +4.4% | 446 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $45,000 | -6.2% | 446 | -14.2% | 0.01% | -15.4% |
| Q4 2020 | $48,000 | +14.3% | 520 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $42,000 | +2.4% | 520 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $41,000 | +10.8% | 520 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $37,000 | -24.5% | 520 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $49,000 | +6.5% | 520 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $46,000 | +2.2% | 520 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $45,000 | 0.0% | 520 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $45,000 | +9.8% | 520 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $41,000 | -8.9% | 520 | 0.0% | 0.02% | +6.7% |
| Q3 2018 | $45,000 | +4.7% | 520 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $43,000 | – | 520 | – | 0.02% | – |
Download | ||||||
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% |