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 | $2,329,763 | -3.3% | 22,549 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $2,410,335 | +0.5% | 22,724 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $2,397,382 | -3.8% | 22,724 | -1.3% | 0.01% | -18.2% |
| Q4 2022 | $2,491,427 | +13.5% | 23,024 | -0.5% | 0.01% | +22.2% |
| Q3 2022 | $2,195,000 | -6.8% | 23,144 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $2,354,000 | -9.4% | 23,144 | -0.0% | 0.01% | +11.1% |
| Q1 2022 | $2,599,000 | -0.4% | 23,154 | -0.5% | 0.01% | +12.5% |
| Q4 2021 | $2,609,000 | -14.6% | 23,269 | -21.3% | 0.01% | -27.3% |
| Q3 2021 | $3,055,000 | -3.3% | 29,564 | -2.0% | 0.01% | 0.0% |
| Q2 2021 | $3,160,000 | +3.5% | 30,154 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $3,052,000 | +6.4% | 30,189 | -3.7% | 0.01% | +10.0% |
| Q4 2020 | $2,868,000 | +10.4% | 31,339 | -2.3% | 0.01% | 0.0% |
| Q3 2020 | $2,597,000 | -0.8% | 32,084 | -3.4% | 0.01% | -9.1% |
| Q2 2020 | $2,617,000 | +8.8% | 33,215 | -2.3% | 0.01% | 0.0% |
| Q1 2020 | $2,405,000 | -41.7% | 33,984 | -22.8% | 0.01% | -31.2% |
| Q4 2019 | $4,125,000 | +5.5% | 44,019 | -0.1% | 0.02% | 0.0% |
| Q3 2019 | $3,909,000 | +17.8% | 44,054 | +16.0% | 0.02% | +14.3% |
| Q2 2019 | $3,318,000 | -7.2% | 37,974 | -6.5% | 0.01% | -6.7% |
| Q1 2019 | $3,576,000 | +12.7% | 40,599 | -0.2% | 0.02% | 0.0% |
| Q4 2018 | $3,173,000 | -9.4% | 40,690 | +1.2% | 0.02% | 0.0% |
| Q3 2018 | $3,501,000 | -32.9% | 40,195 | -36.1% | 0.02% | -34.8% |
| Q2 2018 | $5,220,000 | -0.6% | 62,856 | -1.2% | 0.02% | 0.0% |
| Q1 2018 | $5,249,000 | -19.4% | 63,631 | -16.3% | 0.02% | -17.9% |
| Q4 2017 | $6,512,000 | +4.1% | 76,052 | -1.4% | 0.03% | 0.0% |
| Q3 2017 | $6,254,000 | +13.5% | 77,148 | +9.5% | 0.03% | +7.7% |
| Q2 2017 | $5,508,000 | -1.0% | 70,467 | -1.6% | 0.03% | -3.7% |
| Q1 2017 | $5,561,000 | -2.1% | 71,618 | -4.5% | 0.03% | -10.0% |
| Q4 2016 | $5,682,000 | 0.0% | 74,991 | -4.8% | 0.03% | -3.2% |
| Q3 2016 | $5,682,000 | -7.6% | 78,768 | -8.5% | 0.03% | -8.8% |
| Q2 2016 | $6,150,000 | -1.5% | 86,064 | -4.8% | 0.03% | -5.6% |
| Q1 2016 | $6,241,000 | -14.4% | 90,390 | -17.2% | 0.04% | -16.3% |
| Q4 2015 | $7,290,000 | -5.2% | 109,210 | -11.1% | 0.04% | -10.4% |
| Q3 2015 | $7,693,000 | -13.1% | 122,789 | -6.6% | 0.05% | -9.4% |
| Q2 2015 | $8,855,000 | -13.9% | 131,532 | -12.7% | 0.05% | -14.5% |
| Q1 2015 | $10,289,000 | -11.7% | 150,650 | -11.2% | 0.06% | -15.1% |
| Q4 2014 | $11,658,000 | +0.6% | 169,574 | -2.8% | 0.07% | -2.7% |
| Q3 2014 | $11,589,000 | -9.2% | 174,513 | -9.4% | 0.08% | -15.7% |
| Q2 2014 | $12,767,000 | -3.6% | 192,513 | -8.3% | 0.09% | -6.3% |
| Q1 2014 | $13,244,000 | -2.4% | 209,828 | -3.6% | 0.10% | -4.0% |
| Q4 2013 | $13,568,000 | +14.0% | 217,714 | +5.2% | 0.10% | +2.1% |
| Q3 2013 | $11,899,000 | – | 206,980 | – | 0.10% | – |
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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% |