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 | $532,325,790 | +3.4% | 5,152,205 | +6.1% | 0.37% | +1.4% |
| Q2 2023 | $514,870,968 | +0.7% | 4,854,068 | +0.1% | 0.37% | -7.5% |
| Q1 2023 | $511,455,378 | +1.5% | 4,847,919 | +4.1% | 0.40% | -7.7% |
| Q4 2022 | $503,912,582 | +17.6% | 4,656,802 | +3.1% | 0.43% | +4.4% |
| Q3 2022 | $428,424,000 | -4.4% | 4,515,430 | +2.5% | 0.41% | -3.1% |
| Q2 2022 | $448,140,000 | -5.6% | 4,406,493 | +4.1% | 0.43% | +4.4% |
| Q1 2022 | $474,923,000 | +8.8% | 4,230,939 | +8.7% | 0.41% | +11.5% |
| Q4 2021 | $436,313,000 | +15.9% | 3,891,825 | +6.9% | 0.37% | +3.7% |
| Q3 2021 | $376,362,000 | +3.7% | 3,641,628 | +5.2% | 0.35% | -3.8% |
| Q2 2021 | $362,775,000 | +11.8% | 3,462,581 | +7.9% | 0.37% | -1.6% |
| Q1 2021 | $324,495,000 | +13.3% | 3,209,963 | +2.5% | 0.37% | +0.5% |
| Q4 2020 | $286,484,000 | +12.9% | 3,130,631 | -0.2% | 0.37% | -6.3% |
| Q3 2020 | $253,763,000 | +1.0% | 3,135,587 | -1.6% | 0.40% | -9.6% |
| Q2 2020 | $251,132,000 | +10.3% | 3,187,765 | -1.0% | 0.44% | -10.8% |
| Q1 2020 | $227,761,000 | -24.3% | 3,219,234 | +0.2% | 0.49% | -10.4% |
| Q4 2019 | $301,028,000 | +13.0% | 3,212,338 | +7.0% | 0.55% | +1.1% |
| Q3 2019 | $266,310,000 | +5.7% | 3,001,357 | +4.0% | 0.54% | +0.9% |
| Q2 2019 | $252,056,000 | +11.9% | 2,884,600 | +9.7% | 0.54% | +4.9% |
| Q1 2019 | $225,231,000 | +17.9% | 2,629,356 | +7.4% | 0.51% | +0.8% |
| Q4 2018 | $190,969,000 | -5.4% | 2,448,631 | +5.6% | 0.51% | +5.0% |
| Q3 2018 | $201,861,000 | +15.7% | 2,317,839 | +10.3% | 0.48% | +5.7% |
| Q2 2018 | $174,466,000 | +1.1% | 2,100,739 | +0.4% | 0.46% | -3.6% |
| Q1 2018 | $172,547,000 | +0.8% | 2,091,732 | +4.7% | 0.48% | -8.8% |
| Q4 2017 | $171,103,000 | +24.5% | 1,998,172 | +17.9% | 0.52% | +7.4% |
| Q3 2017 | $137,411,000 | +4.6% | 1,694,972 | +0.8% | 0.48% | -2.6% |
| Q2 2017 | $131,403,000 | +4.8% | 1,681,211 | +3.9% | 0.50% | -41.7% |
| Q1 2017 | $125,349,000 | +9.8% | 1,618,209 | +7.9% | 0.85% | -1.6% |
| Q4 2016 | $114,184,000 | +14.2% | 1,499,161 | +7.1% | 0.87% | -8.6% |
| Q3 2016 | $100,009,000 | +0.8% | 1,399,777 | +0.8% | 0.95% | +13.4% |
| Q2 2016 | $99,241,000 | -44.0% | 1,388,566 | -46.3% | 0.84% | +70.0% |
| Q1 2016 | $177,074,000 | +11.1% | 2,585,315 | +7.5% | 0.49% | +11.5% |
| Q4 2015 | $159,408,000 | +113.0% | 2,404,960 | +108.3% | 0.44% | +7.3% |
| Q3 2015 | $74,851,000 | -14.4% | 1,154,778 | -10.8% | 0.41% | -7.0% |
| Q2 2015 | $87,458,000 | -8.1% | 1,294,325 | -7.7% | 0.44% | -8.8% |
| Q1 2015 | $95,158,000 | +16.7% | 1,402,273 | +18.2% | 0.49% | +9.0% |
| Q4 2014 | $81,534,000 | +23.8% | 1,185,947 | +18.2% | 0.45% | +13.5% |
| Q3 2014 | $65,850,000 | -3.2% | 1,003,658 | -2.2% | 0.39% | -0.8% |
| Q2 2014 | $68,057,000 | +14.2% | 1,026,269 | +8.7% | 0.40% | +8.2% |
| Q1 2014 | $59,600,000 | +4.5% | 944,232 | +3.2% | 0.37% | +2.8% |
| Q4 2013 | $57,045,000 | +8.0% | 915,350 | +1.3% | 0.36% | +1.4% |
| Q3 2013 | $52,807,000 | +14.7% | 903,766 | +10.7% | 0.35% | +6.0% |
| Q2 2013 | $46,027,000 | – | 816,524 | – | 0.33% | – |
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% |