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 | $312,416 | -8.3% | 3,024 | -5.8% | 0.05% | 0.0% |
| Q2 2023 | $340,566 | +0.5% | 3,211 | 0.0% | 0.05% | -6.0% |
| Q1 2023 | $338,736 | -8.4% | 3,211 | -6.0% | 0.05% | -13.8% |
| Q4 2022 | $369,620 | +9.4% | 3,416 | -4.2% | 0.06% | 0.0% |
| Q3 2022 | $338,000 | -6.9% | 3,567 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $363,000 | -9.2% | 3,567 | 0.0% | 0.06% | +13.5% |
| Q1 2022 | $400,000 | 0.0% | 3,567 | 0.0% | 0.05% | +2.0% |
| Q4 2021 | $400,000 | +8.4% | 3,567 | 0.0% | 0.05% | -3.8% |
| Q3 2021 | $369,000 | -1.3% | 3,567 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $374,000 | – | 3,567 | – | 0.05% | – |
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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% |