VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,200,731 | -3.6% | 1,463,131 | -1.0% | 0.22% | -20.9% |
| Q2 2023 | $156,786,852 | -3.2% | 1,478,510 | -3.7% | 0.28% | -7.5% |
| Q1 2023 | $162,033,587 | -2.1% | 1,534,697 | +0.4% | 0.30% | -9.0% |
| Q4 2022 | $165,455,921 | +46.7% | 1,528,788 | +28.7% | 0.34% | +29.8% |
| Q3 2022 | $112,749,000 | +6.0% | 1,188,105 | +13.7% | 0.26% | +9.8% |
| Q2 2022 | $106,365,000 | +6.4% | 1,044,752 | +9.0% | 0.24% | +21.1% |
| Q1 2022 | $100,003,000 | +0.6% | 958,511 | +8.1% | 0.19% | +3.2% |
| Q4 2021 | $99,416,000 | +9.3% | 886,354 | +0.8% | 0.19% | -1.1% |
| Q3 2021 | $90,977,000 | +6.5% | 879,465 | +7.9% | 0.19% | +2.7% |
| Q2 2021 | $85,459,000 | +7.3% | 815,289 | +3.5% | 0.18% | -3.6% |
| Q1 2021 | $79,650,000 | +10.6% | 787,604 | +0.1% | 0.19% | 0.0% |
| Q4 2020 | $71,998,000 | +7.5% | 786,699 | -5.1% | 0.19% | -4.0% |
| Q3 2020 | $66,970,000 | +2.1% | 828,554 | -0.4% | 0.20% | -9.1% |
| Q2 2020 | $65,576,000 | -4.6% | 832,225 | -60.7% | 0.22% | -22.0% |
| Q1 2020 | $68,763,000 | – | 2,118,445 | – | 0.28% | – |
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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% |