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 | $222,138 | +14.6% | 2,150 | +17.6% | 0.03% | -3.7% |
| Q2 2023 | $193,905 | -15.5% | 1,828 | -16.0% | 0.03% | +3.8% |
| Q1 2023 | $229,463 | -16.1% | 2,175 | -12.1% | 0.03% | +36.8% |
| Q4 2022 | $273,390 | -15.6% | 2,473 | -17.8% | 0.02% | -13.6% |
| Q1 2022 | $324,000 | +22.7% | 3,007 | +27.0% | 0.02% | +29.4% |
| Q4 2021 | $264,000 | +2.7% | 2,368 | +1.3% | 0.02% | 0.0% |
| Q3 2021 | $257,000 | 0.0% | 2,338 | -1.7% | 0.02% | -5.6% |
| Q2 2021 | $257,000 | +2.8% | 2,379 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $250,000 | +6.8% | 2,379 | -4.4% | 0.02% | -5.0% |
| Q4 2020 | $234,000 | +8.8% | 2,488 | +0.0% | 0.02% | -4.8% |
| Q3 2020 | $215,000 | -20.4% | 2,487 | -22.8% | 0.02% | -25.0% |
| Q2 2020 | $270,000 | +11.1% | 3,222 | -0.7% | 0.03% | -12.5% |
| Q1 2020 | $243,000 | -25.0% | 3,245 | -5.3% | 0.03% | -15.8% |
| Q4 2019 | $324,000 | +8.7% | 3,428 | +4.8% | 0.04% | -7.3% |
| Q3 2019 | $298,000 | +5.7% | 3,270 | +0.0% | 0.04% | -2.4% |
| Q2 2019 | $282,000 | -17.3% | 3,269 | -18.1% | 0.04% | -20.8% |
| Q1 2019 | $341,000 | +0.3% | 3,990 | -0.1% | 0.05% | -3.6% |
| Q4 2018 | $340,000 | +2.1% | 3,995 | 0.0% | 0.06% | -9.8% |
| Q3 2018 | $333,000 | +19.4% | 3,995 | +18.9% | 0.06% | +7.0% |
| Q2 2018 | $279,000 | -7.0% | 3,359 | -7.7% | 0.06% | -13.6% |
| Q1 2018 | $300,000 | -34.5% | 3,640 | -31.9% | 0.07% | -46.3% |
| Q4 2017 | $458,000 | -72.9% | 5,347 | -74.3% | 0.12% | -74.0% |
| Q3 2017 | $1,687,000 | +6.1% | 20,815 | +2.3% | 0.47% | +3.5% |
| Q2 2017 | $1,590,000 | -99.5% | 20,342 | +30.4% | 0.46% | +701.8% |
| Q4 2015 | $347,794,000 | – | 15,600 | – | 0.06% | – |
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% |