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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $382,823 | +0.7% | 3,609 | +0.2% | 0.02% | +5.0% |
| Q1 2023 | $380,158 | +2.2% | 3,603 | +4.8% | 0.02% | -4.8% |
| Q4 2022 | $372,024 | +5.4% | 3,437 | -7.7% | 0.02% | -12.5% |
| Q3 2022 | $353,000 | -6.6% | 3,723 | +0.1% | 0.02% | -11.1% |
| Q2 2022 | $378,000 | -61.0% | 3,719 | -56.9% | 0.03% | -62.0% |
| Q1 2022 | $969,000 | +38.8% | 8,629 | +38.5% | 0.07% | +47.9% |
| Q4 2021 | $698,000 | +8.7% | 6,230 | +0.3% | 0.05% | -9.4% |
| Q3 2021 | $642,000 | -6.6% | 6,214 | -5.2% | 0.05% | -5.4% |
| Q2 2021 | $687,000 | +5.5% | 6,554 | +1.7% | 0.06% | -11.1% |
| Q1 2021 | $651,000 | +23.1% | 6,447 | +11.5% | 0.06% | +21.2% |
| Q4 2020 | $529,000 | +102.7% | 5,781 | +79.2% | 0.05% | +57.6% |
| Q3 2020 | $261,000 | +5.2% | 3,226 | +2.3% | 0.03% | -5.7% |
| Q2 2020 | $248,000 | +18.1% | 3,153 | +40.8% | 0.04% | +40.0% |
| Q4 2019 | $210,000 | +1.4% | 2,239 | -5.6% | 0.02% | -13.8% |
| Q2 2019 | $207,000 | -13.8% | 2,373 | -15.3% | 0.03% | -19.4% |
| Q1 2019 | $240,000 | +12.1% | 2,801 | +2.2% | 0.04% | +5.9% |
| Q4 2018 | $214,000 | -18.0% | 2,742 | -8.6% | 0.03% | -15.0% |
| Q3 2018 | $261,000 | +4.8% | 3,001 | 0.0% | 0.04% | -4.8% |
| Q2 2018 | $249,000 | -12.3% | 3,001 | -12.8% | 0.04% | -19.2% |
| Q1 2018 | $284,000 | +23.5% | 3,441 | +27.9% | 0.05% | +20.9% |
| Q4 2017 | $230,000 | +8.0% | 2,690 | +2.3% | 0.04% | -2.3% |
| Q3 2017 | $213,000 | -41.3% | 2,630 | -43.4% | 0.04% | -45.7% |
| Q2 2017 | $363,000 | -4.2% | 4,644 | -5.0% | 0.08% | -13.8% |
| Q1 2017 | $379,000 | +12.1% | 4,887 | +9.4% | 0.09% | +14.6% |
| Q4 2016 | $338,000 | +0.3% | 4,467 | -4.2% | 0.08% | -6.8% |
| Q3 2016 | $337,000 | -3.2% | 4,665 | -4.1% | 0.09% | -6.4% |
| Q2 2016 | $348,000 | -6.5% | 4,863 | -9.6% | 0.09% | -11.3% |
| Q1 2016 | $372,000 | -11.6% | 5,381 | -14.7% | 0.11% | -13.8% |
| Q4 2015 | $421,000 | +6.6% | 6,312 | +0.0% | 0.12% | -3.9% |
| Q3 2015 | $395,000 | -9.0% | 6,310 | -2.2% | 0.13% | -7.9% |
| Q2 2015 | $434,000 | -15.9% | 6,453 | -14.6% | 0.14% | -16.3% |
| Q1 2015 | $516,000 | -97.5% | 7,556 | -97.5% | 0.17% | -97.5% |
| Q4 2014 | $20,884,000 | +11.2% | 303,774 | +7.4% | 6.51% | +2.5% |
| Q3 2014 | $18,776,000 | +19.4% | 282,736 | +19.2% | 6.35% | +18.2% |
| Q2 2014 | $15,726,000 | +13.3% | 237,136 | +7.8% | 5.37% | +4.0% |
| Q1 2014 | $13,883,000 | +23.7% | 219,949 | +22.2% | 5.16% | +19.8% |
| Q4 2013 | $11,220,000 | +77.0% | 180,033 | +63.3% | 4.31% | +45.9% |
| Q3 2013 | $6,338,000 | +66.8% | 110,249 | +63.6% | 2.95% | +40.8% |
| Q2 2013 | $3,800,000 | – | 67,394 | – | 2.10% | – |
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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% |