VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $84,919,915 | -1.9% | 821,912 | +0.7% | 5.81% | +0.3% |
| Q2 2023 | $86,536,420 | +0.3% | 815,843 | -0.3% | 5.79% | -6.6% |
| Q1 2023 | $86,312,692 | +4.3% | 818,130 | +6.9% | 6.20% | -2.7% |
| Q4 2022 | $82,789,741 | +26.1% | 765,084 | +10.6% | 6.37% | +12.3% |
| Q3 2022 | $65,655,000 | +0.2% | 691,982 | +7.4% | 5.67% | +3.1% |
| Q2 2022 | $65,525,000 | -3.4% | 644,298 | +6.8% | 5.50% | +10.3% |
| Q1 2022 | $67,816,000 | +11.2% | 603,027 | +10.8% | 4.99% | +19.1% |
| Q4 2021 | $60,993,000 | +22.9% | 544,046 | +13.3% | 4.19% | +11.8% |
| Q3 2021 | $49,616,000 | +6.0% | 480,077 | +7.5% | 3.75% | +2.9% |
| Q2 2021 | $46,797,000 | +6.1% | 446,662 | +2.4% | 3.64% | -5.8% |
| Q1 2021 | $44,092,000 | +12.1% | 436,161 | +1.4% | 3.87% | +0.4% |
| Q4 2020 | $39,346,000 | +15.2% | 429,965 | +1.9% | 3.85% | -13.2% |
| Q3 2020 | $34,144,000 | +1.9% | 421,901 | -0.8% | 4.44% | -7.0% |
| Q2 2020 | $33,510,000 | +10.1% | 425,367 | -1.1% | 4.77% | -9.9% |
| Q1 2020 | $30,435,000 | -30.6% | 430,177 | -8.1% | 5.30% | -8.0% |
| Q4 2019 | $43,879,000 | +5.5% | 468,244 | -0.1% | 5.76% | -2.8% |
| Q3 2019 | $41,591,000 | +6.0% | 468,739 | +4.4% | 5.93% | +3.8% |
| Q2 2019 | $39,230,000 | +1.9% | 448,959 | -0.1% | 5.71% | +1.7% |
| Q1 2019 | $38,489,000 | +7.6% | 449,326 | +1.0% | 5.62% | -0.9% |
| Q4 2018 | $35,778,000 | -3.5% | 444,889 | +4.5% | 5.67% | -2.7% |
| Q3 2018 | $37,067,000 | +5.0% | 425,616 | +0.2% | 5.83% | -1.4% |
| Q2 2018 | $35,287,000 | +1.9% | 424,887 | +1.3% | 5.91% | -2.1% |
| Q1 2018 | $34,613,000 | -3.8% | 419,603 | -0.1% | 6.04% | -3.3% |
| Q4 2017 | $35,975,000 | +5.4% | 420,124 | -0.2% | 6.24% | -0.0% |
| Q3 2017 | $34,142,000 | +2.9% | 421,148 | -0.8% | 6.25% | -0.5% |
| Q2 2017 | $33,193,000 | +2.7% | 424,686 | +2.0% | 6.28% | -1.0% |
| Q1 2017 | $32,323,000 | +2.9% | 416,261 | +0.4% | 6.34% | +0.4% |
| Q4 2016 | $31,401,000 | +6.7% | 414,432 | +1.6% | 6.32% | +4.5% |
| Q3 2016 | $29,430,000 | +4.4% | 407,960 | +3.4% | 6.04% | +0.7% |
| Q2 2016 | $28,195,000 | +6.5% | 394,559 | +2.9% | 6.00% | +2.7% |
| Q1 2016 | $26,468,000 | +13.0% | 383,367 | +9.3% | 5.84% | +1.6% |
| Q4 2015 | $23,420,000 | +11.2% | 350,854 | +4.4% | 5.75% | +2.3% |
| Q3 2015 | $21,061,000 | -3.3% | 336,174 | +3.9% | 5.62% | +0.8% |
| Q2 2015 | $21,771,000 | -3.6% | 323,402 | -2.2% | 5.58% | -2.0% |
| Q1 2015 | $22,578,000 | +3.5% | 330,574 | +4.2% | 5.69% | -2.9% |
| Q4 2014 | $21,818,000 | +11.1% | 317,353 | +7.4% | 5.87% | -2.3% |
| Q3 2014 | $19,631,000 | +6.9% | 295,608 | +6.8% | 6.00% | +4.5% |
| Q2 2014 | $18,356,000 | +8.4% | 276,798 | +3.2% | 5.75% | +1.1% |
| Q1 2014 | $16,933,000 | +5.5% | 268,273 | +4.2% | 5.68% | -2.5% |
| Q4 2013 | $16,048,000 | +13.7% | 257,511 | +4.9% | 5.83% | +1.0% |
| Q3 2013 | $14,119,000 | +9.1% | 245,582 | +6.9% | 5.77% | -5.3% |
| Q2 2013 | $12,944,000 | +32.1% | 229,625 | +28.4% | 6.09% | +22.6% |
| Q1 2013 | $9,799,000 | +92.4% | 178,786 | +73.4% | 4.96% | +49.6% |
| Q4 2012 | $5,092,000 | – | 103,116 | – | 3.32% | – |
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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% |