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 | $611,950 | -3.6% | 5,923 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $634,579 | +51.6% | 5,983 | +50.8% | 0.00% | +100.0% |
| Q1 2023 | $418,493 | -44.3% | 3,967 | -42.9% | 0.00% | -50.0% |
| Q4 2022 | $751,466 | +16.3% | 6,944 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $646,000 | -5.7% | 6,814 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $685,000 | -9.7% | 6,741 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $759,000 | -7.9% | 6,763 | -7.9% | 0.00% | 0.0% |
| Q4 2021 | $824,000 | +7.9% | 7,346 | -0.6% | 0.00% | 0.0% |
| Q3 2021 | $764,000 | +1.2% | 7,393 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $755,000 | +161.2% | 7,210 | +151.8% | 0.00% | +100.0% |
| Q1 2021 | $289,000 | +7.4% | 2,863 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $269,000 | – | 2,941 | – | 0.00% | – |
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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% |