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 | $3,421,719 | -6.2% | 33,118 | -3.7% | 0.31% | +8.4% |
| Q2 2023 | $3,648,244 | -0.0% | 34,395 | -0.6% | 0.29% | -2.1% |
| Q1 2023 | $3,649,634 | -2.2% | 34,594 | +0.3% | 0.29% | -3.9% |
| Q4 2022 | $3,733,570 | +11.8% | 34,503 | -2.0% | 0.30% | +1.7% |
| Q3 2022 | $3,339,000 | -7.4% | 35,200 | -0.7% | 0.30% | -2.3% |
| Q2 2022 | $3,606,000 | -16.4% | 35,465 | -7.7% | 0.31% | -8.4% |
| Q1 2022 | $4,312,000 | -2.6% | 38,420 | -2.7% | 0.33% | -4.0% |
| Q4 2021 | $4,428,000 | +7.8% | 39,493 | -0.6% | 0.35% | -2.5% |
| Q3 2021 | $4,107,000 | -1.7% | 39,743 | -0.4% | 0.36% | -0.6% |
| Q2 2021 | $4,180,000 | +4.5% | 39,900 | +0.8% | 0.36% | -1.1% |
| Q1 2021 | $4,000,000 | +17.4% | 39,574 | +6.3% | 0.36% | +6.1% |
| Q4 2020 | $3,406,000 | +13.1% | 37,219 | -0.0% | 0.34% | +4.3% |
| Q3 2020 | $3,012,000 | -2.5% | 37,220 | -5.1% | 0.33% | -7.9% |
| Q2 2020 | $3,090,000 | +7.4% | 39,229 | -3.6% | 0.36% | -1.1% |
| Q1 2020 | $2,878,000 | -26.8% | 40,679 | -3.0% | 0.36% | -14.7% |
| Q4 2019 | $3,931,000 | +7.6% | 41,954 | +1.9% | 0.42% | +5.5% |
| Q3 2019 | $3,654,000 | +3.2% | 41,186 | +1.6% | 0.40% | +4.2% |
| Q2 2019 | $3,541,000 | -4.1% | 40,530 | -5.9% | 0.38% | -10.1% |
| Q1 2019 | $3,691,000 | +13.2% | 43,093 | +3.1% | 0.43% | +6.5% |
| Q4 2018 | $3,261,000 | -14.0% | 41,815 | -4.0% | 0.40% | -10.9% |
| Q3 2018 | $3,794,000 | +0.9% | 43,571 | -3.8% | 0.45% | -3.4% |
| Q2 2018 | $3,761,000 | -8.1% | 45,289 | -8.8% | 0.47% | -9.0% |
| Q1 2018 | $4,094,000 | -14.1% | 49,637 | -10.8% | 0.51% | -10.3% |
| Q4 2017 | $4,766,000 | +3.7% | 55,663 | -1.9% | 0.57% | -4.0% |
| Q3 2017 | $4,597,000 | +65.5% | 56,714 | +59.6% | 0.60% | +50.6% |
| Q2 2017 | $2,777,000 | +10.2% | 35,534 | +9.5% | 0.40% | +4.8% |
| Q1 2017 | $2,520,000 | +44.9% | 32,459 | +41.4% | 0.38% | +40.1% |
| Q4 2016 | $1,739,000 | +20.7% | 22,951 | +14.1% | 0.27% | +14.5% |
| Q3 2016 | $1,441,000 | – | 20,110 | – | 0.24% | – |
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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% |