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 | $2,964,172 | -4.1% | 28,689 | -1.5% | 0.49% | +0.2% |
| Q2 2023 | $3,090,250 | -1.2% | 29,134 | -1.7% | 0.49% | -7.2% |
| Q1 2023 | $3,127,841 | -3.3% | 29,648 | -0.8% | 0.53% | -8.8% |
| Q4 2022 | $3,234,524 | +13.9% | 29,891 | -0.1% | 0.58% | +4.0% |
| Q3 2022 | $2,839,000 | -6.7% | 29,921 | +0.0% | 0.56% | -4.0% |
| Q2 2022 | $3,043,000 | -6.2% | 29,919 | +3.6% | 0.58% | +6.8% |
| Q1 2022 | $3,243,000 | -4.0% | 28,888 | -4.2% | 0.54% | +5.9% |
| Q4 2021 | $3,379,000 | +7.5% | 30,140 | -0.9% | 0.51% | -5.5% |
| Q3 2021 | $3,142,000 | -2.4% | 30,406 | -4.5% | 0.54% | -10.1% |
| Q1 2021 | $3,218,000 | -0.9% | 31,830 | -10.3% | 0.60% | -8.1% |
| Q4 2020 | $3,247,000 | +10.0% | 35,480 | -1.3% | 0.66% | +0.5% |
| Q3 2020 | $2,951,000 | -3.3% | 35,945 | -1.3% | 0.65% | -3.8% |
| Q2 2020 | $3,053,000 | +4.1% | 36,431 | -6.2% | 0.68% | -1.7% |
| Q1 2020 | $2,932,000 | -14.9% | 38,838 | +5.7% | 0.69% | +7.5% |
| Q4 2019 | $3,444,000 | +2.3% | 36,755 | -0.4% | 0.64% | -2.4% |
| Q3 2019 | $3,365,000 | -10.3% | 36,900 | -12.2% | 0.66% | -11.4% |
| Q2 2019 | $3,752,000 | -0.1% | 42,051 | -2.4% | 0.74% | +1.2% |
| Q1 2019 | $3,755,000 | +5.3% | 43,088 | -5.8% | 0.74% | -5.4% |
| Q4 2018 | $3,566,000 | -16.2% | 45,719 | -6.5% | 0.78% | +4.4% |
| Q3 2018 | $4,257,000 | -7.6% | 48,877 | -11.9% | 0.74% | -8.5% |
| Q2 2018 | $4,608,000 | -6.5% | 55,487 | -7.2% | 0.81% | -8.3% |
| Q1 2018 | $4,930,000 | -13.7% | 59,764 | -10.4% | 0.89% | -16.6% |
| Q4 2017 | $5,715,000 | -0.2% | 66,736 | -5.5% | 1.06% | -5.3% |
| Q3 2017 | $5,727,000 | -0.2% | 70,647 | -3.8% | 1.12% | -7.4% |
| Q2 2017 | $5,740,000 | -2.5% | 73,440 | -3.2% | 1.21% | -5.3% |
| Q1 2017 | $5,889,000 | +3.0% | 75,836 | +0.5% | 1.28% | -6.4% |
| Q4 2016 | $5,717,000 | -6.8% | 75,456 | -11.2% | 1.37% | -5.3% |
| Q3 2016 | $6,131,000 | +4.4% | 84,987 | +3.4% | 1.44% | +6.2% |
| Q2 2016 | $5,872,000 | +9.3% | 82,169 | +5.6% | 1.36% | +20.0% |
| Q1 2016 | $5,373,000 | +1.2% | 77,823 | -2.2% | 1.13% | +4.2% |
| Q4 2015 | $5,309,000 | -4.1% | 79,538 | -10.0% | 1.09% | -13.2% |
| Q3 2015 | $5,534,000 | -23.4% | 88,328 | -17.7% | 1.25% | -24.6% |
| Q2 2015 | $7,224,000 | -16.1% | 107,316 | -14.9% | 1.66% | -30.3% |
| Q1 2015 | $8,611,000 | -0.9% | 126,076 | -0.2% | 2.38% | -24.8% |
| Q4 2014 | $8,689,000 | – | 126,382 | – | 3.17% | – |
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% |