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 | $165,003 | +0.8% | 1,597 | +3.4% | 0.04% | +10.5% |
| Q2 2023 | $163,745 | +6.0% | 1,544 | +5.5% | 0.04% | 0.0% |
| Q1 2023 | $154,432 | +0.2% | 1,463 | +2.7% | 0.04% | -2.6% |
| Q4 2022 | $154,135 | +73.2% | 1,424 | +53.4% | 0.04% | +69.6% |
| Q3 2022 | $89,000 | -1.1% | 928 | +4.7% | 0.02% | 0.0% |
| Q2 2022 | $90,000 | -9.1% | 886 | +9.4% | 0.02% | 0.0% |
| Q1 2022 | $99,000 | +8.8% | 810 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $91,000 | -6.2% | 810 | -13.6% | 0.02% | -15.4% |
| Q3 2021 | $97,000 | -3.0% | 937 | -2.1% | 0.03% | -3.7% |
| Q2 2021 | $100,000 | +3.1% | 957 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $97,000 | -8.5% | 957 | -17.3% | 0.03% | -17.1% |
| Q4 2020 | $106,000 | +12.8% | 1,157 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $94,000 | +3.3% | 1,157 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $91,000 | +11.0% | 1,157 | 0.0% | 0.04% | -5.4% |
| Q1 2020 | $82,000 | -24.1% | 1,157 | 0.0% | 0.04% | -19.6% |
| Q4 2019 | $108,000 | – | 1,157 | – | 0.05% | – |
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% |