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 | $11,988 | -52.2% | 116,029 | -51.0% | 7.18% | -28.1% |
| Q2 2023 | $25,104 | +0.1% | 236,670 | -0.4% | 9.98% | -0.7% |
| Q1 2023 | $25,072 | -2.5% | 237,650 | 0.0% | 10.05% | +1.1% |
| Q4 2022 | $25,716 | -99.9% | 237,650 | 0.0% | 9.94% | +7.6% |
| Q3 2022 | $22,548,000 | -12.3% | 237,650 | -6.0% | 9.24% | -13.7% |
| Q2 2022 | $25,706,000 | -3.8% | 252,765 | +6.1% | 10.72% | +11.8% |
| Q1 2022 | $26,731,000 | -1.0% | 238,135 | -1.1% | 9.59% | +4.9% |
| Q4 2021 | $26,998,000 | +24.7% | 240,813 | +14.9% | 9.14% | -22.1% |
| Q3 2021 | $21,657,000 | +4.1% | 209,548 | +5.6% | 11.73% | +22.2% |
| Q2 2021 | $20,798,000 | +6.3% | 198,507 | +2.6% | 9.60% | -0.6% |
| Q1 2021 | $19,560,000 | +38.8% | 193,491 | +25.7% | 9.66% | +6.5% |
| Q4 2020 | $14,091,000 | -41.0% | 153,985 | -47.8% | 9.07% | -17.6% |
| Q3 2020 | $23,866,000 | -5.5% | 294,902 | -8.0% | 11.02% | -10.4% |
| Q2 2020 | $25,248,000 | +15.7% | 320,490 | +3.9% | 12.30% | +13.7% |
| Q1 2020 | $21,817,000 | -18.9% | 308,367 | +7.5% | 10.81% | +7.6% |
| Q4 2019 | $26,886,000 | – | 286,908 | – | 10.05% | – |
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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% |