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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465 | -2.7% | 4,504 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $478 | +6.2% | 4,504 | +5.6% | 0.07% | -4.1% |
| Q1 2023 | $450 | -2.6% | 4,265 | 0.0% | 0.07% | -7.5% |
| Q4 2022 | $462 | -99.9% | 4,265 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $405,000 | -6.7% | 4,265 | 0.0% | 0.08% | -2.5% |
| Q2 2022 | $434,000 | -5.7% | 4,265 | +4.2% | 0.08% | +6.6% |
| Q1 2022 | $460,000 | +6.0% | 4,095 | +5.8% | 0.08% | +8.6% |
| Q4 2021 | $434,000 | +8.5% | 3,870 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $400,000 | -1.5% | 3,870 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $406,000 | +8.0% | 3,870 | +4.2% | 0.07% | +5.8% |
| Q1 2021 | $376,000 | +23.3% | 3,715 | +11.5% | 0.07% | +3.0% |
| Q4 2020 | $305,000 | +13.0% | 3,333 | 0.0% | 0.07% | 0.0% |
| Q3 2020 | $270,000 | +2.7% | 3,333 | 0.0% | 0.07% | -2.9% |
| Q2 2020 | $263,000 | +11.4% | 3,333 | 0.0% | 0.07% | -6.8% |
| Q1 2020 | $236,000 | -24.4% | 3,333 | 0.0% | 0.07% | -7.5% |
| Q4 2019 | $312,000 | +22.4% | 3,333 | +16.2% | 0.08% | +12.7% |
| Q3 2019 | $255,000 | +1.6% | 2,869 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $251,000 | -23.2% | 2,869 | -24.7% | 0.07% | -19.3% |
| Q1 2019 | $327,000 | +67.7% | 3,812 | +52.7% | 0.09% | +51.7% |
| Q4 2018 | $195,000 | +24.2% | 2,497 | +38.6% | 0.06% | +31.8% |
| Q3 2018 | $157,000 | +4.7% | 1,802 | 0.0% | 0.04% | -6.4% |
| Q2 2018 | $150,000 | +9.5% | 1,802 | +8.2% | 0.05% | +6.8% |
| Q1 2018 | $137,000 | -4.2% | 1,665 | 0.0% | 0.04% | -6.4% |
| Q4 2017 | $143,000 | +5.9% | 1,665 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $135,000 | +3.8% | 1,665 | 0.0% | 0.05% | -2.1% |
| Q2 2017 | $130,000 | +0.8% | 1,665 | 0.0% | 0.05% | -4.0% |
| Q1 2017 | $129,000 | +92.5% | 1,665 | +87.9% | 0.05% | +78.6% |
| Q4 2016 | $67,000 | +4.7% | 886 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $64,000 | +1.6% | 886 | 0.0% | 0.03% | -6.7% |
| Q2 2016 | $63,000 | -33.7% | 886 | -35.8% | 0.03% | -36.2% |
| Q1 2016 | $95,000 | +61.0% | 1,379 | +55.6% | 0.05% | +51.6% |
| Q4 2015 | $59,000 | +353.8% | 886 | +323.9% | 0.03% | +342.9% |
| Q3 2015 | $13,000 | -7.1% | 209 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 209 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | – | 209 | – | 0.01% | – |
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% |