VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,076,333 | -4.7% | 20,096 | -2.1% | 0.21% | -1.9% |
Q2 2023 | $2,178,060 | +2.2% | 20,534 | +1.7% | 0.21% | -4.5% |
Q1 2023 | $2,130,664 | -4.2% | 20,196 | -1.7% | 0.22% | -12.2% |
Q4 2022 | $2,223,006 | +9.7% | 20,543 | -3.8% | 0.25% | -0.8% |
Q3 2022 | $2,026,000 | -6.5% | 21,356 | +0.3% | 0.26% | -1.2% |
Q2 2022 | $2,166,000 | -6.3% | 21,294 | +3.4% | 0.26% | +9.3% |
Q1 2022 | $2,311,000 | +1.0% | 20,591 | +0.9% | 0.24% | +3.9% |
Q4 2021 | $2,288,000 | +9.5% | 20,407 | +0.9% | 0.23% | -0.9% |
Q3 2021 | $2,090,000 | -4.6% | 20,225 | -3.3% | 0.23% | -5.7% |
Q2 2021 | $2,190,000 | +3.8% | 20,905 | +0.2% | 0.24% | -7.9% |
Q1 2021 | $2,109,000 | +15.0% | 20,864 | +4.1% | 0.26% | +5.6% |
Q4 2020 | $1,834,000 | +9.2% | 20,037 | -3.4% | 0.25% | -4.6% |
Q3 2020 | $1,679,000 | +14.7% | 20,741 | +11.6% | 0.26% | +5.6% |
Q2 2020 | $1,464,000 | -30.8% | 18,585 | -37.9% | 0.25% | -44.3% |
Q1 2020 | $2,116,000 | -22.1% | 29,911 | +3.1% | 0.45% | -13.5% |
Q4 2019 | $2,718,000 | +5.7% | 29,009 | +0.1% | 0.52% | -6.8% |
Q3 2019 | $2,571,000 | +3.3% | 28,978 | +1.7% | 0.56% | -1.1% |
Q2 2019 | $2,490,000 | +7.6% | 28,500 | +5.5% | 0.56% | +2.0% |
Q1 2019 | $2,314,000 | +6.2% | 27,010 | -3.3% | 0.55% | -10.0% |
Q4 2018 | $2,179,000 | -11.7% | 27,935 | -1.5% | 0.61% | +0.3% |
Q3 2018 | $2,469,000 | +2.8% | 28,355 | -2.0% | 0.61% | -3.3% |
Q2 2018 | $2,402,000 | +1.5% | 28,922 | +0.8% | 0.63% | -5.4% |
Q1 2018 | $2,367,000 | +4.4% | 28,695 | +8.4% | 0.67% | +13.7% |
Q4 2017 | $2,267,000 | -40.7% | 26,476 | -44.8% | 0.59% | +6.2% |
Q3 2017 | $3,820,000 | +102.4% | 47,988 | +98.8% | 0.55% | +0.4% |
Q2 2017 | $1,887,000 | +0.6% | 24,144 | 0.0% | 0.55% | -5.5% |
Q1 2017 | $1,875,000 | +3.8% | 24,144 | +1.2% | 0.58% | +0.3% |
Q4 2016 | $1,807,000 | +24.1% | 23,849 | +18.2% | 0.58% | +12.6% |
Q3 2016 | $1,456,000 | +17.0% | 20,182 | +15.9% | 0.52% | +12.4% |
Q2 2016 | $1,244,000 | +18.6% | 17,408 | +14.6% | 0.46% | +17.1% |
Q1 2016 | $1,049,000 | +9.8% | 15,195 | +6.2% | 0.39% | +3.4% |
Q4 2015 | $955,000 | +16.0% | 14,305 | +8.9% | 0.38% | +7.1% |
Q3 2015 | $823,000 | -6.1% | 13,140 | +1.0% | 0.35% | +7.0% |
Q2 2015 | $876,000 | 0.0% | 13,007 | +1.4% | 0.33% | -4.9% |
Q1 2015 | $876,000 | +23.0% | 12,822 | +23.8% | 0.35% | +18.8% |
Q4 2014 | $712,000 | +27.6% | 10,360 | +23.3% | 0.29% | +16.3% |
Q3 2014 | $558,000 | +7.7% | 8,405 | +7.5% | 0.25% | +20.1% |
Q2 2014 | $518,000 | +28.5% | 7,815 | +22.5% | 0.21% | +6.6% |
Q1 2014 | $403,000 | +18.9% | 6,380 | +17.3% | 0.20% | +26.5% |
Q4 2013 | $339,000 | +17.7% | 5,440 | +8.5% | 0.16% | +3.3% |
Q3 2013 | $288,000 | +40.5% | 5,015 | +37.8% | 0.15% | +16.3% |
Q2 2013 | $205,000 | – | 3,639 | – | 0.13% | – |
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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% |