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 | $1,416 | -2.5% | 13,702 | 0.0% | 0.48% | -22.5% |
| Q2 2023 | $1,453 | +0.5% | 13,702 | 0.0% | 0.62% | -8.7% |
| Q1 2023 | $1,446 | -2.5% | 13,702 | 0.0% | 0.68% | +21.2% |
| Q4 2022 | $1,483 | -99.9% | 13,702 | 0.0% | 0.56% | +14.0% |
| Q3 2022 | $1,300,000 | -6.7% | 13,702 | 0.0% | 0.49% | -6.3% |
| Q2 2022 | $1,393,000 | -9.4% | 13,702 | 0.0% | 0.53% | +7.8% |
| Q1 2022 | $1,538,000 | +0.1% | 13,702 | 0.0% | 0.49% | +3.0% |
| Q4 2021 | $1,536,000 | +8.5% | 13,702 | 0.0% | 0.47% | -6.7% |
| Q3 2021 | $1,416,000 | -1.4% | 13,702 | 0.0% | 0.51% | -23.0% |
| Q2 2021 | $1,436,000 | +3.7% | 13,702 | 0.0% | 0.66% | +26.0% |
| Q1 2021 | $1,385,000 | +10.4% | 13,702 | 0.0% | 0.52% | +0.8% |
| Q4 2020 | $1,254,000 | +13.1% | 13,702 | 0.0% | 0.52% | -22.4% |
| Q3 2020 | $1,109,000 | +2.8% | 13,702 | 0.0% | 0.67% | +6.5% |
| Q2 2020 | $1,079,000 | +11.4% | 13,702 | 0.0% | 0.63% | +14.4% |
| Q1 2020 | $969,000 | -73.8% | 13,702 | -65.3% | 0.55% | -69.3% |
| Q4 2019 | $3,705,000 | +8.1% | 39,542 | +2.4% | 1.79% | +5.4% |
| Q3 2019 | $3,426,000 | +1.5% | 38,614 | 0.0% | 1.70% | +0.1% |
| Q2 2019 | $3,374,000 | +2.0% | 38,614 | 0.0% | 1.70% | -11.4% |
| Q1 2019 | $3,308,000 | +13.4% | 38,614 | +3.2% | 1.92% | -2.0% |
| Q4 2018 | $2,918,000 | -10.4% | 37,415 | 0.0% | 1.96% | +25.0% |
| Q3 2018 | $3,258,000 | -19.8% | 37,415 | -23.5% | 1.56% | +286.4% |
| Q2 2018 | $4,061,000 | -73.7% | 48,900 | -73.8% | 0.40% | -70.7% |
| Q1 2018 | $15,417,000 | -3.7% | 186,900 | 0.0% | 1.38% | -6.6% |
| Q4 2017 | $16,004,000 | +0.1% | 186,900 | -5.2% | 1.48% | -9.9% |
| Q3 2017 | $15,987,000 | +3.7% | 197,200 | 0.0% | 1.64% | +62.9% |
| Q2 2017 | $15,413,000 | +0.7% | 197,200 | 0.0% | 1.01% | -47.2% |
| Q1 2017 | $15,313,000 | +53.5% | 197,200 | +49.7% | 1.91% | +81.0% |
| Q4 2016 | $9,979,000 | -0.3% | 131,700 | -5.0% | 1.05% | -1.9% |
| Q3 2016 | $10,006,000 | +0.9% | 138,700 | 0.0% | 1.07% | +39.5% |
| Q2 2016 | $9,912,000 | +3.5% | 138,700 | 0.0% | 0.77% | -32.5% |
| Q1 2016 | $9,576,000 | +31.1% | 138,700 | +26.8% | 1.14% | +82.4% |
| Q4 2015 | $7,302,000 | +6.5% | 109,400 | 0.0% | 0.62% | +18.6% |
| Q3 2015 | $6,854,000 | -5.8% | 109,400 | +1.2% | 0.53% | +19.2% |
| Q2 2015 | $7,277,000 | +64.2% | 108,100 | +66.6% | 0.44% | -9.8% |
| Q1 2015 | $4,433,000 | -0.6% | 64,900 | 0.0% | 0.49% | +31.0% |
| Q4 2014 | $4,462,000 | +3.5% | 64,900 | 0.0% | 0.37% | -5.6% |
| Q3 2014 | $4,310,000 | +0.1% | 64,900 | 0.0% | 0.40% | +94.1% |
| Q2 2014 | $4,304,000 | – | 64,900 | – | 0.20% | – |
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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% |