VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,894 | +14.9% | 25,875 | +6.2% | 0.05% | +4.4% |
| Q3 2023 | $2,518 | -1.8% | 24,372 | +0.8% | 0.04% | +2.3% |
| Q2 2023 | $2,564 | -3.2% | 24,173 | -3.7% | 0.04% | -13.7% |
| Q1 2023 | $2,649 | -2.1% | 25,113 | +0.4% | 0.05% | -5.6% |
| Q4 2022 | $2,706 | -99.9% | 25,007 | +0.2% | 0.05% | +5.9% |
| Q3 2022 | $2,368,000 | -3.7% | 24,963 | +3.3% | 0.05% | +2.0% |
| Q2 2022 | $2,458,000 | -38.7% | 24,173 | -32.3% | 0.05% | -28.6% |
| Q1 2022 | $4,008,000 | +0.0% | 35,706 | -0.1% | 0.07% | +2.9% |
| Q4 2021 | $4,007,000 | +3.1% | 35,746 | -4.9% | 0.07% | -8.1% |
| Q3 2021 | $3,885,000 | -3.0% | 37,590 | -1.6% | 0.07% | -2.6% |
| Q2 2021 | $4,004,000 | +4.8% | 38,217 | +1.1% | 0.08% | -1.3% |
| Q1 2021 | $3,822,000 | +6.1% | 37,810 | -4.0% | 0.08% | 0.0% |
| Q4 2020 | $3,603,000 | +24.2% | 39,370 | +9.8% | 0.08% | +13.2% |
| Q3 2020 | $2,901,000 | +2.8% | 35,844 | +0.0% | 0.07% | -8.1% |
| Q2 2020 | $2,823,000 | +11.5% | 35,834 | +0.1% | 0.07% | -3.9% |
| Q1 2020 | $2,531,000 | -8.6% | 35,781 | +14.6% | 0.08% | +5.5% |
| Q3 2019 | $2,770,000 | +13.9% | 31,214 | +12.2% | 0.07% | -19.8% |
| Q2 2019 | $2,431,000 | +1.9% | 27,820 | -0.1% | 0.09% | 0.0% |
| Q1 2019 | $2,385,000 | +9.8% | 27,840 | -0.0% | 0.09% | -2.2% |
| Q4 2018 | $2,172,000 | -10.4% | 27,850 | 0.0% | 0.09% | +2.2% |
| Q3 2018 | $2,425,000 | +4.8% | 27,850 | 0.0% | 0.09% | -3.2% |
| Q2 2018 | $2,313,000 | +0.7% | 27,850 | 0.0% | 0.09% | -1.1% |
| Q1 2018 | $2,297,000 | -3.7% | 27,850 | 0.0% | 0.10% | 0.0% |
| Q4 2017 | $2,385,000 | +767.3% | 27,850 | +721.5% | 0.10% | +691.7% |
| Q3 2017 | $275,000 | +3.8% | 3,390 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $265,000 | -12.5% | 3,390 | -13.1% | 0.01% | -14.3% |
| Q1 2017 | $303,000 | +2.4% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $296,000 | +5.3% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $281,000 | +0.7% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $279,000 | +3.7% | 3,900 | 0.0% | 0.01% | +7.7% |
| Q1 2016 | $269,000 | +3.5% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $260,000 | +34.0% | 3,900 | +25.8% | 0.01% | +18.2% |
| Q3 2015 | $194,000 | -7.2% | 3,100 | 0.0% | 0.01% | +10.0% |
| Q2 2015 | $209,000 | -1.4% | 3,100 | 0.0% | 0.01% | -9.1% |
| Q1 2015 | $212,000 | +417.1% | 3,100 | +425.4% | 0.01% | +450.0% |
| Q4 2014 | $41,000 | +5.1% | 590 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $39,000 | 0.0% | 590 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $39,000 | +18.2% | 590 | +11.3% | 0.00% | 0.0% |
| Q1 2014 | $33,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $33,000 | +10.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $30,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $30,000 | – | 530 | – | 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% |