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 | $589,441 | -48.2% | 5,705 | -46.8% | 0.47% | +148.4% |
| Q2 2023 | $1,138,101 | -6.2% | 10,730 | -6.7% | 0.19% | -16.3% |
| Q1 2023 | $1,213,224 | +0.8% | 11,500 | +3.4% | 0.23% | -8.8% |
| Q4 2022 | $1,203,943 | +5.0% | 11,126 | -7.9% | 0.25% | +8.7% |
| Q3 2022 | $1,147,000 | -5.8% | 12,086 | +1.0% | 0.23% | 0.0% |
| Q2 2022 | $1,217,000 | +62.5% | 11,966 | +79.2% | 0.23% | +90.8% |
| Q1 2022 | $749,000 | +10.5% | 6,679 | +10.5% | 0.12% | +21.2% |
| Q4 2021 | $678,000 | +9.5% | 6,045 | +0.8% | 0.10% | +3.1% |
| Q3 2021 | $619,000 | +3.2% | 5,997 | +4.6% | 0.10% | 0.0% |
| Q2 2021 | $600,000 | -12.2% | 5,731 | -15.1% | 0.10% | -23.2% |
| Q1 2021 | $683,000 | +3.0% | 6,747 | -6.9% | 0.12% | -8.8% |
| Q4 2020 | $663,000 | +75.4% | 7,244 | +51.1% | 0.14% | +39.8% |
| Q2 2020 | $378,000 | +66.5% | 4,793 | +49.5% | 0.10% | +38.0% |
| Q1 2020 | $227,000 | +4.6% | 3,206 | +31.2% | 0.07% | -9.0% |
| Q4 2019 | $217,000 | 0.0% | 2,444 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $217,000 | +146.6% | 2,444 | +117.6% | 0.08% | +90.2% |
| Q2 2017 | $88,000 | – | 1,123 | – | 0.04% | – |
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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% |