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 | $3,234,686 | -11.8% | 31,307 | -9.5% | 0.75% | -14.0% |
| Q2 2023 | $3,668,571 | -0.9% | 34,586 | -1.5% | 0.87% | -12.6% |
| Q1 2023 | $3,703,143 | -4.3% | 35,101 | -1.9% | 1.00% | -10.7% |
| Q4 2022 | $3,871,281 | +17.8% | 35,776 | +3.3% | 1.12% | +6.3% |
| Q3 2022 | $3,287,000 | -0.0% | 34,644 | +7.2% | 1.05% | +4.5% |
| Q2 2022 | $3,288,000 | -12.0% | 32,330 | -2.8% | 1.00% | +0.7% |
| Q1 2022 | $3,735,000 | +10.2% | 33,273 | +10.0% | 1.00% | +19.2% |
| Q4 2021 | $3,390,000 | +10.5% | 30,237 | +1.8% | 0.84% | -7.4% |
| Q3 2021 | $3,069,000 | -3.4% | 29,693 | -2.1% | 0.90% | -1.6% |
| Q2 2021 | $3,177,000 | +3.1% | 30,320 | -0.5% | 0.92% | -1.2% |
| Q1 2021 | $3,080,000 | +19.9% | 30,471 | +8.6% | 0.93% | +15.4% |
| Q4 2020 | $2,568,000 | +23.8% | 28,065 | +9.5% | 0.81% | +11.5% |
| Q3 2020 | $2,074,000 | -4.8% | 25,623 | -7.4% | 0.72% | +1.4% |
| Q2 2020 | $2,179,000 | +27.6% | 27,658 | +14.6% | 0.71% | +10.0% |
| Q1 2020 | $1,708,000 | -23.1% | 24,136 | +1.8% | 0.65% | 0.0% |
| Q4 2019 | $2,222,000 | +9.1% | 23,709 | +3.3% | 0.65% | -1.7% |
| Q3 2019 | $2,036,000 | +4.5% | 22,946 | +2.9% | 0.66% | +4.4% |
| Q2 2019 | $1,948,000 | +2.5% | 22,299 | +0.5% | 0.63% | -1.6% |
| Q1 2019 | $1,900,000 | +4.2% | 22,184 | -5.1% | 0.64% | -1.5% |
| Q4 2018 | $1,823,000 | +2.4% | 23,364 | +14.3% | 0.65% | +5.5% |
| Q3 2018 | $1,781,000 | +5.4% | 20,449 | +0.4% | 0.62% | -1.6% |
| Q2 2018 | $1,690,000 | -0.4% | 20,358 | -1.0% | 0.63% | -2.5% |
| Q1 2018 | $1,696,000 | -24.3% | 20,565 | -21.4% | 0.64% | -21.5% |
| Q4 2017 | $2,241,000 | +8.2% | 26,167 | +2.4% | 0.82% | +1.1% |
| Q3 2017 | $2,072,000 | -0.1% | 25,561 | -3.7% | 0.81% | -5.2% |
| Q2 2017 | $2,074,000 | -4.0% | 26,541 | -4.6% | 0.85% | -8.1% |
| Q1 2017 | $2,160,000 | +3.3% | 27,811 | +0.7% | 0.93% | +1.3% |
| Q4 2016 | $2,092,000 | +46.4% | 27,610 | +39.4% | 0.92% | +39.8% |
| Q3 2016 | $1,429,000 | +106.8% | 19,805 | +105.0% | 0.66% | +95.2% |
| Q2 2016 | $691,000 | +13.8% | 9,661 | +9.9% | 0.34% | +9.8% |
| Q1 2016 | $607,000 | +15.2% | 8,793 | +11.4% | 0.31% | +16.8% |
| Q4 2015 | $527,000 | +33.1% | 7,891 | +24.8% | 0.26% | +16.4% |
| Q3 2015 | $396,000 | -7.9% | 6,321 | -1.0% | 0.22% | -1.7% |
| Q2 2015 | $430,000 | -2.1% | 6,387 | -0.6% | 0.23% | -2.6% |
| Q1 2015 | $439,000 | +0.7% | 6,423 | +1.3% | 0.24% | -4.1% |
| Q4 2014 | $436,000 | -15.2% | 6,339 | -18.2% | 0.24% | -21.5% |
| Q3 2014 | $514,000 | +10.3% | 7,745 | +10.1% | 0.31% | +12.6% |
| Q2 2014 | $466,000 | +5.0% | 7,036 | +0.2% | 0.28% | -0.4% |
| Q1 2014 | $444,000 | +3.0% | 7,024 | +1.4% | 0.28% | -4.8% |
| Q4 2013 | $431,000 | +5.1% | 6,926 | -2.9% | 0.29% | -8.8% |
| Q3 2013 | $410,000 | +5.9% | 7,131 | +3.9% | 0.32% | +4.9% |
| Q2 2013 | $387,000 | – | 6,865 | – | 0.30% | – |
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% |