VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,672 | +0.4% | 3,510 | +3.1% | 0.10% | +4.1% |
| Q2 2023 | $361,173 | +0.6% | 3,405 | +0.1% | 0.10% | -3.0% |
| Q1 2023 | $358,928 | -2.4% | 3,402 | +0.1% | 0.10% | -5.7% |
| Q4 2022 | $367,885 | +68.8% | 3,400 | +48.3% | 0.11% | +49.3% |
| Q3 2022 | $218,000 | -17.4% | 2,293 | -11.8% | 0.07% | -12.3% |
| Q2 2022 | $264,000 | -14.0% | 2,600 | -5.0% | 0.08% | 0.0% |
| Q1 2022 | $307,000 | 0.0% | 2,738 | +0.1% | 0.08% | +8.0% |
| Q4 2021 | $307,000 | +4.1% | 2,736 | -4.2% | 0.08% | -8.5% |
| Q3 2021 | $295,000 | +2.8% | 2,857 | +4.2% | 0.08% | +3.8% |
| Q2 2021 | $287,000 | -22.0% | 2,743 | -24.7% | 0.08% | -24.8% |
| Q1 2021 | $368,000 | +10.5% | 3,642 | +0.1% | 0.10% | +1.9% |
| Q4 2020 | $333,000 | +1347.8% | 3,640 | +1163.9% | 0.10% | +1187.5% |
| Q3 2020 | $23,000 | -11.5% | 288 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $26,000 | +13.0% | 288 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $23,000 | – | 288 | – | 0.01% | – |
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% |