VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $261,261 | -11.4% | 2,463 | -8.6% | 0.05% | -48.9% |
| Q4 2022 | $294,936 | -39.8% | 2,694 | -47.9% | 0.09% | -51.0% |
| Q3 2022 | $490,000 | -2.6% | 5,170 | +4.6% | 0.19% | -33.6% |
| Q2 2022 | $503,000 | -8.9% | 4,943 | +0.5% | 0.29% | +2.8% |
| Q1 2022 | $552,000 | -1.6% | 4,920 | -1.8% | 0.28% | -14.1% |
| Q4 2021 | $561,000 | +6.7% | 5,008 | -1.5% | 0.33% | +36.2% |
| Q3 2021 | $526,000 | +0.4% | 5,086 | +1.6% | 0.24% | +4.8% |
| Q2 2021 | $524,000 | -4.6% | 5,005 | -7.9% | 0.23% | -2.6% |
| Q1 2021 | $549,000 | -3.3% | 5,435 | -12.4% | 0.24% | -11.3% |
| Q4 2020 | $568,000 | +12.7% | 6,206 | -0.2% | 0.26% | -10.5% |
| Q3 2020 | $504,000 | +3.3% | 6,221 | +0.5% | 0.30% | -3.9% |
| Q2 2020 | $488,000 | +25.1% | 6,193 | +12.3% | 0.31% | +8.8% |
| Q1 2020 | $390,000 | -47.7% | 5,515 | -30.7% | 0.28% | -20.7% |
| Q4 2019 | $746,000 | +23.1% | 7,961 | +16.5% | 0.36% | +5.9% |
| Q3 2019 | $606,000 | +1.7% | 6,831 | +0.1% | 0.34% | -2.9% |
| Q2 2019 | $596,000 | +2.1% | 6,822 | +0.1% | 0.35% | -3.1% |
| Q1 2019 | $584,000 | +10.0% | 6,816 | +0.1% | 0.36% | -7.3% |
| Q4 2018 | $531,000 | -10.3% | 6,809 | +0.2% | 0.39% | -0.3% |
| Q3 2018 | $592,000 | +5.0% | 6,793 | 0.0% | 0.39% | -7.9% |
| Q2 2018 | $564,000 | +17.7% | 6,793 | +16.9% | 0.42% | +15.1% |
| Q1 2018 | $479,000 | -23.0% | 5,812 | -20.0% | 0.36% | -20.3% |
| Q4 2017 | $622,000 | +0.5% | 7,269 | -4.8% | 0.46% | -7.7% |
| Q3 2017 | $619,000 | +3.7% | 7,633 | 0.0% | 0.50% | +0.6% |
| Q2 2017 | $597,000 | -7.3% | 7,633 | -8.0% | 0.49% | -11.2% |
| Q1 2017 | $644,000 | -8.5% | 8,294 | -10.8% | 0.56% | -7.5% |
| Q4 2016 | $704,000 | +194.6% | 9,295 | +180.2% | 0.60% | +197.0% |
| Q3 2016 | $239,000 | +9.1% | 3,317 | +8.2% | 0.20% | +53.0% |
| Q2 2016 | $219,000 | – | 3,067 | – | 0.13% | – |
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% |