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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $220,855 | +4.7% | 1,982 | -6.9% | 0.06% | +7.5% |
| Q3 2022 | $211,000 | -12.4% | 2,128 | -6.9% | 0.05% | +8.2% |
| Q2 2022 | $241,000 | -68.0% | 2,285 | -65.9% | 0.05% | -60.5% |
| Q1 2022 | $753,000 | -2.6% | 6,709 | -3.6% | 0.12% | +1.6% |
| Q4 2021 | $773,000 | +0.3% | 6,961 | -6.7% | 0.12% | -0.8% |
| Q3 2021 | $771,000 | -6.9% | 7,458 | -5.6% | 0.12% | -8.9% |
| Q2 2021 | $828,000 | -3.7% | 7,903 | -7.2% | 0.14% | -10.0% |
| Q1 2021 | $860,000 | -17.0% | 8,516 | -24.8% | 0.15% | -23.1% |
| Q4 2020 | $1,036,000 | +0.1% | 11,332 | -11.4% | 0.20% | -12.9% |
| Q3 2020 | $1,035,000 | -50.7% | 12,788 | -52.0% | 0.22% | -58.1% |
| Q2 2020 | $2,100,000 | +5.8% | 26,659 | -5.0% | 0.54% | -15.2% |
| Q1 2020 | $1,985,000 | -25.8% | 28,073 | -1.7% | 0.63% | -11.5% |
| Q4 2019 | $2,676,000 | +2.0% | 28,559 | -3.4% | 0.71% | -8.2% |
| Q3 2019 | $2,624,000 | +0.2% | 29,578 | -1.3% | 0.78% | -4.1% |
| Q2 2019 | $2,618,000 | +1.2% | 29,964 | -0.7% | 0.81% | -4.9% |
| Q1 2019 | $2,586,000 | +7.9% | 30,185 | -1.7% | 0.85% | -49.1% |
| Q4 2018 | $2,397,000 | -13.7% | 30,717 | -4.2% | 1.67% | +7.7% |
| Q3 2018 | $2,776,000 | +6.7% | 32,065 | +1.1% | 1.55% | -8.1% |
| Q2 2018 | $2,601,000 | -2.3% | 31,714 | -1.8% | 1.69% | -12.3% |
| Q1 2018 | $2,662,000 | -6.4% | 32,281 | -2.8% | 1.93% | +58.2% |
| Q4 2017 | $2,845,000 | -1.9% | 33,227 | -7.1% | 1.22% | -56.6% |
| Q3 2017 | $2,899,000 | +33.9% | 35,759 | +29.1% | 2.80% | +134.4% |
| Q2 2017 | $2,165,000 | +32.9% | 27,702 | +32.0% | 1.20% | +26.6% |
| Q1 2017 | $1,629,000 | +86.0% | 20,980 | +81.5% | 0.94% | +60.7% |
| Q4 2016 | $876,000 | +30.4% | 11,560 | +24.0% | 0.59% | +13.3% |
| Q3 2016 | $672,000 | +10.3% | 9,322 | +9.4% | 0.52% | -0.2% |
| Q2 2016 | $609,000 | – | 8,518 | – | 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% |