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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $117,844 | -28.5% | 1,111 | -28.9% | 0.01% | -29.4% |
| Q1 2023 | $164,897 | -17.1% | 1,563 | -15.0% | 0.02% | -22.7% |
| Q4 2022 | $198,998 | +7.0% | 1,839 | -6.2% | 0.02% | 0.0% |
| Q3 2022 | $186,000 | +64.6% | 1,960 | +76.4% | 0.02% | +69.2% |
| Q2 2022 | $113,000 | -10.3% | 1,111 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $126,000 | -47.7% | 1,125 | -47.8% | 0.01% | -48.0% |
| Q4 2021 | $241,000 | +68.5% | 2,154 | +56.1% | 0.02% | +56.2% |
| Q3 2021 | $143,000 | -12.3% | 1,380 | -11.2% | 0.02% | -15.8% |
| Q2 2021 | $163,000 | +3.8% | 1,554 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $157,000 | +10.6% | 1,554 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $142,000 | +54.3% | 1,554 | +37.4% | 0.02% | +33.3% |
| Q3 2020 | $92,000 | +9100.0% | 1,131 | +16057.1% | 0.02% | – |
| Q2 2020 | $1,000 | – | 7 | +133.3% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 3 | -99.8% | 0.00% | -100.0% |
| Q2 2018 | $108,000 | – | 1,300 | – | 0.02% | – |
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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% |