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 | $241,504 | -9.9% | 2,357 | -4.0% | 0.02% | -6.2% |
| Q2 2023 | $267,926 | +1.4% | 2,456 | -1.9% | 0.02% | -5.9% |
| Q1 2023 | $264,141 | -2.4% | 2,504 | +0.1% | 0.02% | -5.6% |
| Q4 2022 | $270,717 | +34.0% | 2,502 | +17.6% | 0.02% | +12.5% |
| Q3 2022 | $202,000 | -6.5% | 2,128 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $216,000 | -9.6% | 2,128 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $239,000 | -3.6% | 2,128 | -3.9% | 0.02% | -11.1% |
| Q4 2021 | $248,000 | +19.8% | 2,215 | +10.8% | 0.02% | +12.5% |
| Q3 2021 | $207,000 | -1.4% | 2,000 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $202,000 | – | 2,000 | – | 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% |