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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $89,675 | -99.9% | 850 | 0.0% | 0.07% | +4.4% |
| Q2 2022 | $86,445,000 | -9.4% | 850 | 0.0% | 0.07% | +17.2% |
| Q1 2022 | $95,412,000 | +0.1% | 850 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $95,293,000 | +8.5% | 850 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $87,847,000 | -1.4% | 850 | 0.0% | 0.06% | +1.8% |
| Q2 2021 | $89,054,000 | +3.6% | 850 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $85,926,000 | +10.5% | 850 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $77,783,000 | +13.1% | 850 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $68,790,000 | +2.7% | 850 | 0.0% | 0.06% | -7.9% |
| Q2 2020 | $66,963,000 | +11.4% | 850 | 0.0% | 0.06% | -4.5% |
| Q1 2020 | $60,137,000 | -35.8% | 850 | -15.0% | 0.07% | -8.3% |
| Q4 2019 | $93,710,000 | +5.6% | 1,000 | 0.0% | 0.07% | +5.9% |
| Q3 2019 | $88,730,000 | +1.5% | 1,000 | 0.0% | 0.07% | -8.1% |
| Q2 2019 | $87,380,000 | +2.0% | 1,000 | 0.0% | 0.07% | -3.9% |
| Q1 2019 | $85,660,000 | +9.8% | 1,000 | 0.0% | 0.08% | -2.5% |
| Q4 2018 | $77,990,000 | +757.8% | 1,000 | +733.3% | 0.08% | +887.5% |
| Q4 2016 | $9,092,000 | +6.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $8,575,000 | – | 120 | – | 0.01% | – |
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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% |