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 | $5,959,160 | -1.4% | 57,677 | +1.2% | 1.08% | +1.4% |
| Q2 2023 | $6,045,670 | +0.3% | 56,997 | -0.2% | 1.07% | -8.6% |
| Q1 2023 | $6,028,121 | +3.0% | 57,139 | +5.6% | 1.17% | -5.3% |
| Q4 2022 | $5,853,138 | +8.4% | 54,091 | -5.0% | 1.24% | +0.2% |
| Q3 2022 | $5,402,000 | -7.9% | 56,938 | -1.3% | 1.23% | +13.1% |
| Q2 2022 | $5,866,000 | +2.6% | 57,681 | +13.2% | 1.09% | +18.5% |
| Q1 2022 | $5,718,000 | +15.4% | 50,941 | +15.3% | 0.92% | +21.9% |
| Q4 2021 | $4,953,000 | +9.7% | 44,181 | +1.2% | 0.75% | +1.3% |
| Q3 2021 | $4,514,000 | +5.3% | 43,676 | +6.8% | 0.74% | +4.9% |
| Q2 2021 | $4,285,000 | +5.6% | 40,900 | +1.9% | 0.71% | -3.7% |
| Q1 2021 | $4,058,000 | +20.8% | 40,142 | +9.4% | 0.74% | +14.5% |
| Q4 2020 | $3,359,000 | +14.8% | 36,704 | +1.5% | 0.64% | +0.8% |
| Q3 2020 | $2,926,000 | -1.3% | 36,159 | -3.9% | 0.64% | -10.6% |
| Q2 2020 | $2,964,000 | +52.5% | 37,620 | +37.0% | 0.71% | +25.0% |
| Q1 2020 | $1,943,000 | -19.9% | 27,462 | +6.1% | 0.57% | +4.0% |
| Q4 2019 | $2,426,000 | +8.9% | 25,891 | +3.2% | 0.55% | -2.8% |
| Q3 2019 | $2,227,000 | +2.7% | 25,099 | +1.1% | 0.56% | +5.4% |
| Q2 2019 | $2,169,000 | -16.0% | 24,820 | -17.6% | 0.54% | -4.8% |
| Q1 2019 | $2,581,000 | +6.0% | 30,131 | -3.5% | 0.56% | -7.4% |
| Q4 2018 | $2,435,000 | -38.2% | 31,225 | -31.0% | 0.61% | -25.7% |
| Q3 2018 | $3,939,000 | +3.7% | 45,225 | -1.1% | 0.82% | -9.8% |
| Q2 2018 | $3,799,000 | +33.0% | 45,746 | +32.1% | 0.91% | +32.0% |
| Q1 2018 | $2,857,000 | +6.9% | 34,631 | +11.0% | 0.69% | +9.4% |
| Q4 2017 | $2,672,000 | +12.1% | 31,208 | +6.2% | 0.63% | +1.8% |
| Q3 2017 | $2,383,000 | +15.6% | 29,397 | +11.5% | 0.62% | +18.2% |
| Q2 2017 | $2,061,000 | +10.5% | 26,375 | +9.8% | 0.52% | +5.2% |
| Q1 2017 | $1,865,000 | +17.9% | 24,015 | +15.0% | 0.50% | +17.3% |
| Q4 2016 | $1,582,000 | +11.8% | 20,878 | +6.4% | 0.42% | +2.4% |
| Q3 2016 | $1,415,000 | +3.1% | 19,621 | +2.1% | 0.41% | +0.7% |
| Q2 2016 | $1,373,000 | – | 19,219 | – | 0.41% | – |
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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% |