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 | $1,829,113 | -2.1% | 17,703 | +0.5% | 0.14% | +1.5% |
| Q2 2023 | $1,868,403 | +2.3% | 17,615 | +1.8% | 0.13% | +2.3% |
| Q1 2023 | $1,825,829 | +0.1% | 17,306 | +2.7% | 0.13% | -7.1% |
| Q4 2022 | $1,823,169 | +18.5% | 16,848 | +3.9% | 0.14% | +9.4% |
| Q3 2022 | $1,538,000 | -1.3% | 16,213 | +5.7% | 0.13% | +3.2% |
| Q2 2022 | $1,559,000 | -11.8% | 15,332 | -2.7% | 0.12% | +5.1% |
| Q1 2022 | $1,768,000 | +2.2% | 15,751 | +2.0% | 0.12% | +4.4% |
| Q4 2021 | $1,730,000 | -8.5% | 15,435 | -14.5% | 0.11% | -24.2% |
| Q2 2021 | $1,891,000 | +42.5% | 18,054 | +37.6% | 0.15% | +16.4% |
| Q1 2021 | $1,327,000 | +3.5% | 13,124 | -6.3% | 0.13% | -3.8% |
| Q4 2020 | $1,282,000 | -62.7% | 14,012 | -67.0% | 0.13% | -49.4% |
| Q3 2020 | $3,435,000 | +152.6% | 42,440 | +145.7% | 0.26% | +28.9% |
| Q2 2020 | $1,360,000 | +493.9% | 17,270 | +434.0% | 0.20% | -54.0% |
| Q1 2020 | $229,000 | -88.3% | 3,234 | -84.5% | 0.44% | +80.1% |
| Q4 2019 | $1,952,000 | – | 20,832 | – | 0.25% | – |
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% |