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 | $1,460,916 | -14.6% | 14,140 | -12.4% | 0.06% | -11.1% |
| Q2 2023 | $1,711,409 | +5.9% | 16,135 | +5.3% | 0.07% | -1.4% |
| Q1 2023 | $1,616,544 | +44079.9% | 15,323 | -54.7% | 0.07% | -25.5% |
| Q4 2022 | $3,659 | -99.8% | 33,812 | +89.8% | 0.10% | -13.3% |
| Q3 2022 | $1,690,000 | +37.3% | 17,815 | +47.2% | 0.11% | +24.2% |
| Q2 2022 | $1,231,000 | -39.9% | 12,102 | -33.6% | 0.09% | -18.8% |
| Q1 2022 | $2,047,000 | -5.5% | 18,236 | -5.7% | 0.11% | +1.8% |
| Q4 2021 | $2,167,000 | +16.3% | 19,329 | +7.1% | 0.11% | +6.8% |
| Q3 2021 | $1,864,000 | -5.0% | 18,040 | -3.7% | 0.10% | -4.6% |
| Q2 2021 | $1,963,000 | -5.2% | 18,737 | -8.6% | 0.11% | -12.2% |
| Q1 2021 | $2,071,000 | +34.0% | 20,490 | +21.3% | 0.12% | +28.1% |
| Q4 2020 | $1,546,000 | +29.9% | 16,891 | +14.8% | 0.10% | +12.9% |
| Q3 2020 | $1,190,000 | -3.3% | 14,710 | -5.8% | 0.08% | -6.6% |
| Q2 2020 | $1,231,000 | +15.2% | 15,621 | +3.4% | 0.09% | -12.5% |
| Q1 2020 | $1,069,000 | -32.7% | 15,112 | -10.9% | 0.10% | -25.2% |
| Q4 2019 | $1,589,000 | +9.0% | 16,957 | +3.2% | 0.14% | 0.0% |
| Q3 2019 | $1,458,000 | +9.9% | 16,429 | +8.1% | 0.14% | +8.6% |
| Q2 2019 | $1,327,000 | +15.7% | 15,193 | +13.4% | 0.13% | +11.3% |
| Q1 2019 | $1,147,000 | +18.6% | 13,394 | +8.0% | 0.12% | +3.6% |
| Q4 2018 | $967,000 | -3.0% | 12,403 | +8.3% | 0.11% | -0.9% |
| Q3 2018 | $997,000 | +0.6% | 11,450 | -4.0% | 0.11% | -1.8% |
| Q2 2018 | $991,000 | -13.0% | 11,930 | -13.6% | 0.11% | -20.3% |
| Q1 2018 | $1,139,000 | +5.0% | 13,811 | +9.0% | 0.14% | +11.7% |
| Q4 2017 | $1,085,000 | +187.8% | 12,672 | +172.6% | 0.13% | +124.6% |
| Q3 2017 | $377,000 | -1.8% | 4,649 | -5.3% | 0.06% | -8.1% |
| Q2 2017 | $384,000 | +29.7% | 4,908 | +28.7% | 0.06% | +24.0% |
| Q1 2017 | $296,000 | -35.2% | 3,815 | -36.8% | 0.05% | -39.8% |
| Q4 2016 | $457,000 | +18.1% | 6,037 | +12.5% | 0.08% | +7.8% |
| Q3 2016 | $387,000 | +2.9% | 5,365 | +1.8% | 0.08% | -3.8% |
| Q2 2016 | $376,000 | +38.7% | 5,268 | +34.0% | 0.08% | +25.0% |
| Q1 2016 | $271,000 | – | 3,930 | – | 0.06% | – |
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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% |