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 | $93,478 | -2.6% | 905 | 0.0% | 0.06% | +9.1% |
| Q2 2023 | $95,966 | +0.5% | 905 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $95,450 | -2.5% | 905 | 0.0% | 0.06% | -3.5% |
| Q4 2022 | $97,902 | +13.8% | 905 | 0.0% | 0.06% | +9.6% |
| Q3 2022 | $86,000 | -6.5% | 905 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $92,000 | -38.7% | 905 | -32.2% | 0.05% | -29.3% |
| Q1 2022 | $150,000 | 0.0% | 1,335 | 0.0% | 0.08% | +4.2% |
| Q4 2021 | $150,000 | +8.7% | 1,335 | 0.0% | 0.07% | -5.3% |
| Q3 2021 | $138,000 | +79.2% | 1,335 | +81.6% | 0.08% | +85.4% |
| Q2 2021 | $77,000 | -20.6% | 735 | -23.0% | 0.04% | -26.8% |
| Q1 2021 | $97,000 | +11.5% | 955 | 0.0% | 0.06% | +14.3% |
| Q4 2020 | $87,000 | +13.0% | 955 | 0.0% | 0.05% | +4.3% |
| Q3 2020 | $77,000 | +2.7% | 955 | 0.0% | 0.05% | -4.1% |
| Q2 2020 | $75,000 | +10.3% | 955 | 0.0% | 0.05% | -3.9% |
| Q1 2020 | $68,000 | -72.1% | 955 | -63.3% | 0.05% | -66.9% |
| Q4 2019 | $244,000 | +1.7% | 2,605 | -3.7% | 0.15% | -4.9% |
| Q3 2019 | $240,000 | -50.5% | 2,705 | -51.3% | 0.16% | -51.1% |
| Q2 2019 | $485,000 | +3.9% | 5,555 | +1.8% | 0.33% | -1.8% |
| Q1 2019 | $467,000 | +4.0% | 5,455 | -5.2% | 0.34% | -9.7% |
| Q4 2018 | $449,000 | -8.7% | 5,755 | +1.8% | 0.37% | +10.7% |
| Q3 2018 | $492,000 | +7.4% | 5,655 | +2.5% | 0.34% | -0.6% |
| Q2 2018 | $458,000 | +0.7% | 5,515 | 0.0% | 0.34% | +7.3% |
| Q1 2018 | $455,000 | 0.0% | 5,515 | +3.8% | 0.32% | +6.8% |
| Q4 2017 | $455,000 | +5.6% | 5,315 | 0.0% | 0.30% | +2.4% |
| Q3 2017 | $431,000 | +18.7% | 5,315 | +14.5% | 0.29% | +16.1% |
| Q2 2017 | $363,000 | +7.7% | 4,640 | +6.9% | 0.25% | +3.8% |
| Q1 2017 | $337,000 | +426.6% | 4,341 | +416.8% | 0.24% | +410.6% |
| Q4 2016 | $64,000 | +4.9% | 840 | 0.0% | 0.05% | +4.4% |
| Q3 2016 | $61,000 | +1.7% | 840 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $60,000 | -16.7% | 840 | -19.2% | 0.04% | -23.7% |
| Q1 2016 | $72,000 | -47.4% | 1,040 | -49.2% | 0.06% | -46.8% |
| Q4 2015 | $137,000 | -18.9% | 2,048 | -24.3% | 0.11% | -25.0% |
| Q3 2015 | $169,000 | -46.9% | 2,705 | -42.8% | 0.15% | -42.4% |
| Q2 2015 | $318,000 | -24.1% | 4,728 | -22.8% | 0.26% | -26.4% |
| Q1 2015 | $419,000 | +27.0% | 6,128 | +27.6% | 0.35% | +19.5% |
| Q4 2014 | $330,000 | +312.5% | 4,802 | +300.2% | 0.29% | +311.3% |
| Q3 2014 | $80,000 | +515.4% | 1,200 | +500.0% | 0.07% | +545.5% |
| Q2 2014 | $13,000 | 0.0% | 200 | 0.0% | 0.01% | -8.3% |
| Q1 2014 | $13,000 | – | 200 | – | 0.01% | – |
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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% |