VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $4,955,994 | -5.7% | 47,967 | -3.2% | 0.51% | -0.4% |
| Q2 2023 | $5,257,660 | +0.6% | 49,567 | +0.0% | 0.52% | -4.5% |
| Q1 2023 | $5,227,816 | -2.5% | 49,552 | +0.0% | 0.54% | -19.4% |
| Q4 2022 | $5,360,733 | +18.8% | 49,540 | +4.2% | 0.67% | +6.5% |
| Q3 2022 | $4,511,000 | -4.7% | 47,545 | +2.1% | 0.63% | -0.3% |
| Q2 2022 | $4,735,000 | -13.3% | 46,563 | -4.3% | 0.63% | +1.4% |
| Q1 2022 | $5,463,000 | +8.2% | 48,672 | +8.1% | 0.62% | +13.3% |
| Q4 2021 | $5,047,000 | +20.3% | 45,015 | +10.9% | 0.55% | +602.6% |
| Q3 2021 | $4,197,000 | -83.3% | 40,608 | +12999.4% | 0.08% | +1850.0% |
| Q3 2020 | $25,088,000 | +109.2% | 310 | +142.2% | 0.00% | +100.0% |
| Q4 2019 | $11,995,000 | – | 128 | – | 0.00% | – |
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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% |