VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,219,040 | +159.6% | 31,156 | +166.5% | 0.15% | +166.7% |
| Q2 2023 | $1,239,852 | +5.9% | 11,689 | +5.3% | 0.06% | +3.6% |
| Q1 2023 | $1,170,839 | -4.1% | 11,098 | -1.6% | 0.06% | -8.3% |
| Q4 2022 | $1,220,717 | +12.4% | 11,281 | -1.4% | 0.06% | 0.0% |
| Q3 2022 | $1,086,000 | -8.8% | 11,443 | -2.3% | 0.06% | -1.6% |
| Q2 2022 | $1,191,000 | -12.7% | 11,708 | -3.7% | 0.06% | -1.6% |
| Q1 2022 | $1,365,000 | -3.6% | 12,163 | -3.7% | 0.06% | 0.0% |
| Q4 2021 | $1,416,000 | -8.8% | 12,628 | -16.0% | 0.06% | -20.5% |
| Q3 2021 | $1,553,000 | -8.4% | 15,031 | -7.1% | 0.08% | -10.3% |
| Q2 2021 | $1,695,000 | -2.8% | 16,179 | -6.2% | 0.09% | -9.4% |
| Q1 2021 | $1,744,000 | +32.1% | 17,248 | +19.5% | 0.10% | +23.1% |
| Q4 2020 | $1,320,000 | +6.0% | 14,428 | -6.2% | 0.08% | -7.1% |
| Q3 2020 | $1,245,000 | +0.5% | 15,384 | -2.2% | 0.08% | -6.7% |
| Q2 2020 | $1,239,000 | 0.0% | 15,729 | -10.2% | 0.09% | -16.7% |
| Q1 2020 | $1,239,000 | -28.1% | 17,517 | -4.7% | 0.11% | -6.9% |
| Q4 2019 | $1,723,000 | -10.5% | 18,390 | -15.2% | 0.12% | -18.9% |
| Q3 2019 | $1,925,000 | -15.5% | 21,697 | -16.7% | 0.14% | -24.3% |
| Q2 2019 | $2,277,000 | -28.6% | 26,059 | -30.0% | 0.19% | -33.5% |
| Q1 2019 | $3,187,000 | +5.6% | 37,210 | -3.9% | 0.28% | -7.8% |
| Q4 2018 | $3,019,000 | -2.1% | 38,711 | +9.3% | 0.31% | +14.5% |
| Q3 2018 | $3,085,000 | +8.9% | 35,428 | +3.8% | 0.27% | -2.5% |
| Q2 2018 | $2,833,000 | +3.4% | 34,116 | +2.8% | 0.28% | +2.6% |
| Q1 2018 | $2,739,000 | +2.7% | 33,201 | +6.6% | 0.27% | +6.3% |
| Q4 2017 | $2,666,000 | +13.1% | 31,136 | +7.1% | 0.25% | +2.0% |
| Q3 2017 | $2,358,000 | +16.4% | 29,081 | +12.2% | 0.25% | +7.8% |
| Q2 2017 | $2,025,000 | +3.2% | 25,909 | +2.5% | 0.23% | +0.9% |
| Q1 2017 | $1,963,000 | +7.9% | 25,283 | +5.2% | 0.23% | +1.8% |
| Q4 2016 | $1,820,000 | +37.0% | 24,026 | +30.5% | 0.22% | +27.3% |
| Q3 2016 | $1,328,000 | +11.7% | 18,408 | +10.7% | 0.18% | +6.7% |
| Q2 2016 | $1,189,000 | +16.5% | 16,636 | +12.5% | 0.16% | +12.2% |
| Q1 2016 | $1,021,000 | +18.0% | 14,782 | +14.0% | 0.15% | +16.7% |
| Q4 2015 | $865,000 | +62.0% | 12,962 | +51.9% | 0.13% | +57.5% |
| Q3 2015 | $534,000 | +9.7% | 8,531 | +17.9% | 0.08% | +15.9% |
| Q2 2015 | $487,000 | -12.4% | 7,235 | -11.1% | 0.07% | -11.5% |
| Q1 2015 | $556,000 | +11.4% | 8,135 | +12.1% | 0.08% | +4.0% |
| Q4 2014 | $499,000 | +4.6% | 7,258 | +1.0% | 0.08% | 0.0% |
| Q3 2014 | $477,000 | +13.6% | 7,188 | +13.5% | 0.08% | +11.9% |
| Q2 2014 | $420,000 | – | 6,334 | – | 0.07% | – |
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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% |