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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $81,000 | +30.6% | 880 | +14.0% | 0.02% | 0.0% |
| Q3 2020 | $62,000 | +3.3% | 772 | +2.3% | 0.02% | -6.2% |
| Q2 2020 | $60,000 | +36.4% | 755 | +28.8% | 0.02% | +14.3% |
| Q1 2020 | $44,000 | -18.5% | 586 | +2.8% | 0.01% | 0.0% |
| Q4 2019 | $54,000 | +3.8% | 570 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $52,000 | +13.0% | 570 | +10.9% | 0.02% | +15.4% |
| Q2 2019 | $46,000 | +15.0% | 514 | +15.2% | 0.01% | +18.2% |
| Q1 2019 | $40,000 | +11.1% | 446 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $36,000 | -25.0% | 446 | -14.2% | 0.01% | -20.0% |
| Q3 2018 | $48,000 | +9.1% | 520 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $44,000 | -99.9% | 520 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $42,896,000 | -24.2% | 520 | -21.5% | 0.01% | -22.2% |
| Q4 2017 | $56,602,000 | -11.4% | 662 | -16.0% | 0.02% | -14.3% |
| Q3 2017 | $63,884,000 | -34.1% | 788 | -36.6% | 0.02% | -22.2% |
| Q2 2017 | $96,896,000 | -53.7% | 1,242 | -54.0% | 0.03% | -59.1% |
| Q1 2017 | $209,500,000 | +10.8% | 2,698 | +8.1% | 0.07% | +13.8% |
| Q4 2016 | $189,124,000 | +32.8% | 2,496 | +16.7% | 0.06% | +190.0% |
| Q3 2016 | $142,408,000 | +247.8% | 2,138 | +272.5% | 0.02% | +66.7% |
| Q2 2016 | $40,948,000 | -27.8% | 574 | -30.2% | 0.01% | -29.4% |
| Q1 2016 | $56,751,000 | -21.3% | 822 | -23.9% | 0.02% | -19.0% |
| Q4 2015 | $72,090,000 | +33.8% | 1,080 | +25.6% | 0.02% | +23.5% |
| Q3 2015 | $53,880,000 | -70.0% | 860 | -67.7% | 0.02% | -66.7% |
| Q2 2015 | $179,408,000 | +2.6% | 2,666 | +4.1% | 0.05% | +4.1% |
| Q1 2015 | $174,848,000 | -52.6% | 2,560 | -53.9% | 0.05% | -53.8% |
| Q3 2014 | $368,576,000 | – | 5,550 | – | 0.11% | – |
Download | ||||||
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% |