VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $1,534 | -5.2% | 14,469 | -5.6% | 0.02% | -5.9% |
| Q1 2023 | $1,618 | -11.7% | 15,335 | -9.4% | 0.02% | -5.6% |
| Q4 2022 | $1,832 | -99.9% | 16,930 | -12.3% | 0.02% | 0.0% |
| Q3 2022 | $1,832,000 | -19.8% | 19,308 | -14.0% | 0.02% | -10.0% |
| Q2 2022 | $2,283,000 | -15.3% | 22,450 | -6.5% | 0.02% | 0.0% |
| Q1 2022 | $2,695,000 | -3.7% | 24,004 | -3.8% | 0.02% | 0.0% |
| Q4 2021 | $2,798,000 | +1.6% | 24,957 | -26.7% | 0.02% | -13.0% |
| Q3 2021 | $2,753,000 | +7.7% | 34,026 | +39.5% | 0.02% | +27.8% |
| Q2 2021 | $2,555,000 | -5.6% | 24,394 | -17.5% | 0.02% | -14.3% |
| Q1 2021 | $2,706,000 | 0.0% | 29,577 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,706,000 | -1.7% | 29,577 | -13.1% | 0.02% | -8.7% |
| Q3 2020 | $2,753,000 | -16.9% | 34,026 | -19.1% | 0.02% | -17.9% |
| Q2 2020 | $3,312,000 | -24.5% | 42,044 | -32.2% | 0.03% | -31.7% |
| Q1 2020 | $4,389,000 | +188.0% | 62,029 | +281.4% | 0.04% | +241.7% |
| Q4 2019 | $1,524,000 | +8.5% | 16,264 | +2.7% | 0.01% | +9.1% |
| Q3 2019 | $1,405,000 | +46.0% | 15,834 | +43.9% | 0.01% | +37.5% |
| Q2 2019 | $962,000 | +18.0% | 11,006 | +15.7% | 0.01% | +14.3% |
| Q1 2019 | $815,000 | +8.2% | 9,510 | -1.5% | 0.01% | 0.0% |
| Q4 2018 | $753,000 | -39.0% | 9,652 | -31.9% | 0.01% | -30.0% |
| Q3 2018 | $1,235,000 | +12.1% | 14,178 | +6.8% | 0.01% | +11.1% |
| Q2 2018 | $1,102,000 | +127.2% | 13,274 | +125.5% | 0.01% | +80.0% |
| Q1 2018 | $485,000 | +28.3% | 5,886 | +33.5% | 0.01% | +25.0% |
| Q4 2017 | $378,000 | +50.6% | 4,410 | +42.2% | 0.00% | +33.3% |
| Q3 2017 | $251,000 | +24.9% | 3,101 | +20.7% | 0.00% | 0.0% |
| Q2 2017 | $201,000 | -41.4% | 2,570 | -41.9% | 0.00% | -40.0% |
| Q1 2017 | $343,000 | +7.9% | 4,422 | +5.3% | 0.01% | 0.0% |
| Q4 2016 | $318,000 | -5.1% | 4,200 | -9.5% | 0.01% | -16.7% |
| Q3 2016 | $335,000 | +24.1% | 4,639 | +22.6% | 0.01% | +20.0% |
| Q2 2016 | $270,000 | -8.8% | 3,784 | -11.6% | 0.01% | -16.7% |
| Q1 2016 | $296,000 | +32.1% | 4,282 | +27.8% | 0.01% | +20.0% |
| Q4 2015 | $224,000 | +34.1% | 3,351 | +25.7% | 0.01% | +25.0% |
| Q3 2015 | $167,000 | -6.7% | 2,666 | +0.5% | 0.00% | 0.0% |
| Q2 2015 | $179,000 | +25.2% | 2,652 | +27.0% | 0.00% | +33.3% |
| Q1 2015 | $143,000 | +297.2% | 2,089 | +294.2% | 0.00% | +200.0% |
| Q4 2014 | $36,000 | +2.9% | 530 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $35,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $35,000 | 0.0% | 530 | -3.8% | 0.00% | 0.0% |
| Q1 2014 | $35,000 | +2.9% | 551 | +0.7% | 0.00% | 0.0% |
| Q4 2013 | $34,000 | +9.7% | 547 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $31,000 | 0.0% | 547 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $31,000 | – | 547 | – | 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% |