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 | $5,437,301 | -3.6% | 52,626 | -1.0% | 0.50% | -2.5% |
| Q2 2023 | $5,640,206 | +1.4% | 53,174 | +0.9% | 0.51% | -6.7% |
| Q1 2023 | $5,562,246 | -3.0% | 52,723 | -0.5% | 0.55% | -10.7% |
| Q4 2022 | $5,732,895 | +13.4% | 52,979 | -0.6% | 0.62% | +3.9% |
| Q3 2022 | $5,057,000 | -6.5% | 53,298 | +0.2% | 0.59% | -0.2% |
| Q2 2022 | $5,408,000 | -8.5% | 53,171 | +0.9% | 0.60% | +3.5% |
| Q1 2022 | $5,913,000 | +0.3% | 52,679 | +0.1% | 0.58% | +9.5% |
| Q4 2021 | $5,897,000 | +0.1% | 52,604 | -6.9% | 0.52% | -13.2% |
| Q3 2021 | $5,889,000 | +0.2% | 56,505 | +0.7% | 0.60% | -1.0% |
| Q2 2021 | $5,876,000 | +7.2% | 56,089 | +3.5% | 0.61% | -24.5% |
| Q1 2021 | $5,479,000 | +14.7% | 54,196 | +3.8% | 0.81% | +6.4% |
| Q4 2020 | $4,777,000 | +11.5% | 52,203 | -1.4% | 0.76% | -1.9% |
| Q3 2020 | $4,286,000 | +3.5% | 52,956 | +0.7% | 0.78% | -5.5% |
| Q2 2020 | $4,141,000 | +13.1% | 52,570 | +1.6% | 0.82% | -6.1% |
| Q1 2020 | $3,661,000 | -24.5% | 51,750 | 0.0% | 0.87% | -8.4% |
| Q4 2019 | $4,849,000 | +5.6% | 51,750 | 0.0% | 0.95% | +1.1% |
| Q3 2019 | $4,592,000 | +3.2% | 51,750 | +1.6% | 0.94% | +4.9% |
| Q2 2019 | $4,450,000 | +2.0% | 50,931 | 0.0% | 0.90% | -0.2% |
| Q1 2019 | $4,363,000 | +7.3% | 50,931 | -2.3% | 0.90% | -3.0% |
| Q4 2018 | $4,066,000 | -5.7% | 52,131 | +5.2% | 0.93% | +5.9% |
| Q3 2018 | $4,314,000 | +4.3% | 49,535 | -0.5% | 0.88% | +7.0% |
| Q2 2018 | $4,135,000 | +0.7% | 49,784 | 0.0% | 0.82% | -3.0% |
| Q1 2018 | $4,107,000 | -3.7% | 49,784 | 0.0% | 0.84% | -2.3% |
| Q4 2017 | $4,263,000 | +4.5% | 49,784 | -1.1% | 0.86% | -0.8% |
| Q3 2017 | $4,079,000 | +3.7% | 50,314 | 0.0% | 0.87% | -3.6% |
| Q2 2017 | $3,933,000 | -9.4% | 50,314 | -10.0% | 0.90% | -15.6% |
| Q1 2017 | $4,340,000 | -1.9% | 55,887 | -4.3% | 1.07% | -12.8% |
| Q4 2016 | $4,423,000 | +226.2% | 58,380 | +210.5% | 1.23% | +218.7% |
| Q3 2016 | $1,356,000 | +0.7% | 18,799 | -0.2% | 0.39% | -5.2% |
| Q2 2016 | $1,346,000 | +5.9% | 18,836 | +2.3% | 0.41% | -6.4% |
| Q1 2016 | $1,271,000 | -3.0% | 18,408 | -6.2% | 0.44% | -9.0% |
| Q4 2015 | $1,310,000 | +13.6% | 19,622 | +6.6% | 0.48% | +10.4% |
| Q3 2015 | $1,153,000 | -8.0% | 18,408 | -1.1% | 0.43% | -0.9% |
| Q2 2015 | $1,253,000 | -1.4% | 18,608 | 0.0% | 0.44% | -4.0% |
| Q1 2015 | $1,271,000 | -0.6% | 18,608 | 0.0% | 0.46% | -3.6% |
| Q4 2014 | $1,279,000 | +3.4% | 18,608 | -0.1% | 0.47% | -6.3% |
| Q3 2014 | $1,237,000 | +0.1% | 18,634 | 0.0% | 0.50% | +5.4% |
| Q2 2014 | $1,236,000 | +5.1% | 18,634 | 0.0% | 0.48% | -7.4% |
| Q1 2014 | $1,176,000 | +1.3% | 18,634 | 0.0% | 0.52% | -0.2% |
| Q4 2013 | $1,161,000 | – | 18,634 | – | 0.52% | – |
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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% |