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 | $94,644,000 | +13.6% | 915,770 | +16.6% | 0.18% | +8.5% |
| Q2 2023 | $83,282,000 | -7.4% | 785,090 | -7.9% | 0.16% | -16.3% |
| Q1 2023 | $89,910,000 | -4.9% | 852,219 | -2.5% | 0.20% | -9.3% |
| Q4 2022 | $94,522,000 | +24.5% | 873,649 | +9.2% | 0.22% | +6.4% |
| Q3 2022 | $75,906,000 | +18.5% | 800,240 | +27.1% | 0.20% | +23.0% |
| Q2 2022 | $64,055,000 | -5.8% | 629,788 | +4.0% | 0.16% | +8.6% |
| Q1 2022 | $68,000,000 | +1.4% | 605,834 | +1.3% | 0.15% | +3.4% |
| Q4 2021 | $67,042,000 | +20.4% | 598,114 | +11.1% | 0.15% | -1.3% |
| Q3 2021 | $55,671,000 | +0.7% | 538,559 | +2.1% | 0.15% | -6.9% |
| Q2 2021 | $55,272,000 | +9.9% | 527,666 | +6.1% | 0.16% | +0.6% |
| Q1 2021 | $50,302,000 | +47.2% | 497,489 | +17.8% | 0.16% | -3.6% |
| Q3 2020 | $34,163,000 | +38.7% | 422,166 | +35.0% | 0.16% | +23.1% |
| Q2 2020 | $24,638,000 | -0.3% | 312,723 | -10.5% | 0.13% | -16.2% |
| Q1 2020 | $24,715,000 | -13.5% | 349,324 | +14.5% | 0.16% | -5.3% |
| Q4 2019 | $28,586,000 | +28.6% | 305,017 | +21.7% | 0.17% | +39.7% |
| Q3 2019 | $22,235,000 | +21.1% | 250,728 | +19.2% | 0.12% | +11.0% |
| Q2 2019 | $18,365,000 | +4.6% | 210,270 | +2.7% | 0.11% | -6.8% |
| Q1 2019 | $17,549,000 | +19.4% | 204,811 | +8.7% | 0.12% | +3.5% |
| Q4 2018 | $14,692,000 | -4.5% | 188,396 | +6.7% | 0.11% | +1.8% |
| Q3 2018 | $15,381,000 | +5.6% | 176,551 | +0.6% | 0.11% | -2.6% |
| Q2 2018 | $14,565,000 | -17.5% | 175,434 | -18.1% | 0.11% | -23.0% |
| Q1 2018 | $17,646,000 | +2.6% | 214,095 | +6.6% | 0.15% | +5.0% |
| Q4 2017 | $17,202,000 | +9.4% | 200,924 | +3.6% | 0.14% | +5.2% |
| Q3 2017 | $15,726,000 | +10.2% | 193,943 | +6.3% | 0.13% | +4.7% |
| Q2 2017 | $14,276,000 | +7.0% | 182,522 | +6.3% | 0.13% | 0.0% |
| Q1 2017 | $13,342,000 | -16.2% | 171,693 | -18.4% | 0.13% | -26.0% |
| Q4 2016 | $15,925,000 | +5.4% | 210,349 | +0.4% | 0.17% | -1.1% |
| Q3 2016 | $15,116,000 | +9.4% | 209,594 | +8.4% | 0.18% | 0.0% |
| Q2 2016 | $13,814,000 | +32.1% | 193,317 | +27.4% | 0.18% | +414.7% |
| Q1 2016 | $10,460,000 | +60.7% | 151,698 | +55.7% | 0.03% | -55.8% |
| Q4 2015 | $6,511,000 | +20.0% | 97,411 | +12.5% | 0.08% | +6.9% |
| Q3 2015 | $5,428,000 | +7.2% | 86,604 | +15.1% | 0.07% | -11.1% |
| Q2 2015 | $5,065,000 | +51.9% | 75,240 | +54.1% | 0.08% | +62.0% |
| Q1 2015 | $3,335,000 | +52.9% | 48,831 | +53.9% | 0.05% | +51.5% |
| Q4 2014 | $2,181,000 | +14.1% | 31,719 | +10.2% | 0.03% | +3.1% |
| Q3 2014 | $1,911,000 | -0.5% | 28,772 | -0.6% | 0.03% | -3.0% |
| Q2 2014 | $1,920,000 | +7.5% | 28,957 | +2.3% | 0.03% | -5.7% |
| Q1 2014 | $1,786,000 | +4.0% | 28,295 | +2.6% | 0.04% | 0.0% |
| Q4 2013 | $1,718,000 | -1.5% | 27,565 | -9.2% | 0.04% | -20.5% |
| Q3 2013 | $1,745,000 | +64.0% | 30,356 | +60.8% | 0.04% | +51.7% |
| Q2 2013 | $1,064,000 | – | 18,883 | – | 0.03% | – |
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% |