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 | $41,850 | -6.8% | 405,058 | -4.3% | 2.17% | -3.0% |
Q2 2023 | $44,883 | -9.3% | 423,152 | -9.8% | 2.24% | -7.1% |
Q1 2023 | $49,511 | +2.0% | 469,304 | -8.3% | 2.41% | -20.1% |
Q4 2022 | $48,533 | -99.9% | 511,529 | 0.0% | 3.02% | +0.0% |
Q3 2022 | $48,533,000 | -10.4% | 511,529 | -3.9% | 3.02% | -0.7% |
Q2 2022 | $54,147,000 | -11.0% | 532,426 | -1.8% | 3.04% | -2.7% |
Q1 2022 | $60,861,000 | -0.8% | 542,197 | -0.9% | 3.12% | +3.1% |
Q4 2021 | $61,348,000 | +8.2% | 547,219 | -0.3% | 3.03% | -8.3% |
Q3 2021 | $56,712,000 | -6.5% | 548,741 | -5.2% | 3.30% | -14.9% |
Q2 2021 | $60,676,000 | +1.0% | 579,139 | -2.5% | 3.88% | -7.1% |
Q1 2021 | $60,070,000 | +9.9% | 594,227 | -0.5% | 4.17% | +2.7% |
Q4 2020 | $54,668,000 | +15.2% | 597,405 | +1.8% | 4.07% | +0.2% |
Q3 2020 | $47,470,000 | +3.5% | 586,557 | +0.7% | 4.06% | +0.1% |
Q2 2020 | $45,868,000 | +16.5% | 582,235 | +4.7% | 4.05% | -3.4% |
Q1 2020 | $39,361,000 | +1977.1% | 556,341 | +2650.9% | 4.19% | +2381.7% |
Q4 2019 | $1,895,000 | +10.9% | 20,224 | +5.0% | 0.17% | -2.9% |
Q3 2019 | $1,709,000 | +1.5% | 19,265 | 0.0% | 0.17% | -2.8% |
Q2 2019 | $1,683,000 | +2.0% | 19,265 | 0.0% | 0.18% | -3.8% |
Q1 2019 | $1,650,000 | +25.1% | 19,265 | +13.9% | 0.19% | -2.1% |
Q4 2018 | $1,319,000 | +190.5% | 16,920 | +224.1% | 0.19% | +115.9% |
Q3 2018 | $454,000 | +2.0% | 5,220 | -2.8% | 0.09% | -8.3% |
Q2 2018 | $445,000 | +0.7% | 5,368 | 0.0% | 0.10% | -4.0% |
Q1 2018 | $442,000 | -3.7% | 5,368 | 0.0% | 0.10% | -7.4% |
Q4 2017 | $459,000 | +5.5% | 5,368 | 0.0% | 0.11% | -11.5% |
Q3 2017 | $435,000 | +107.1% | 5,368 | +99.0% | 0.12% | +82.1% |
Q2 2017 | $210,000 | -24.5% | 2,698 | -24.8% | 0.07% | -4.3% |
Q1 2017 | $278,000 | +2.6% | 3,588 | 0.0% | 0.07% | -24.7% |
Q4 2016 | $271,000 | +5.0% | 3,588 | 0.0% | 0.09% | 0.0% |
Q3 2016 | $258,000 | +0.8% | 3,588 | 0.0% | 0.09% | -1.1% |
Q2 2016 | $256,000 | -8.2% | 3,588 | -11.4% | 0.09% | -10.5% |
Q1 2016 | $279,000 | – | 4,049 | – | 0.10% | – |
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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% |