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 | $965,382 | -2.6% | 9,344 | 0.0% | 0.30% | +0.3% |
| Q2 2023 | $991,077 | +12.6% | 9,344 | +12.0% | 0.30% | +6.1% |
| Q1 2023 | $879,934 | -6.2% | 8,341 | -3.8% | 0.28% | -13.6% |
| Q4 2022 | $937,748 | +14.1% | 8,666 | 0.0% | 0.32% | +2.5% |
| Q3 2022 | $822,000 | -6.7% | 8,666 | 0.0% | 0.32% | -2.2% |
| Q2 2022 | $881,000 | -9.5% | 8,666 | 0.0% | 0.32% | +11.8% |
| Q1 2022 | $973,000 | +0.1% | 8,666 | 0.0% | 0.29% | +2.5% |
| Q4 2021 | $972,000 | +7.2% | 8,666 | -1.2% | 0.28% | -2.1% |
| Q3 2021 | $907,000 | -1.3% | 8,774 | 0.0% | 0.29% | -1.0% |
| Q2 2021 | $919,000 | +1.9% | 8,774 | -1.7% | 0.29% | -4.0% |
| Q1 2021 | $902,000 | +266.7% | 8,925 | +232.3% | 0.30% | +233.0% |
| Q4 2020 | $246,000 | +8.4% | 2,686 | -4.2% | 0.09% | -4.2% |
| Q3 2020 | $227,000 | -12.4% | 2,803 | -14.7% | 0.10% | -25.8% |
| Q2 2020 | $259,000 | +12.6% | 3,285 | +0.9% | 0.13% | -11.1% |
| Q1 2020 | $230,000 | -23.3% | 3,255 | +1.6% | 0.14% | -13.8% |
| Q4 2019 | $300,000 | +3.4% | 3,205 | -2.0% | 0.17% | -1.8% |
| Q3 2019 | $290,000 | +1.4% | 3,270 | 0.0% | 0.17% | -0.6% |
| Q2 2019 | $286,000 | +2.1% | 3,270 | 0.0% | 0.17% | -0.6% |
| Q1 2019 | $280,000 | +9.8% | 3,270 | 0.0% | 0.17% | -1.7% |
| Q4 2018 | $255,000 | -10.5% | 3,270 | 0.0% | 0.18% | -7.4% |
| Q3 2018 | $285,000 | +1.8% | 3,270 | -3.1% | 0.19% | -6.0% |
| Q2 2018 | $280,000 | +0.7% | 3,375 | 0.0% | 0.20% | -2.9% |
| Q1 2018 | $278,000 | -3.8% | 3,375 | 0.0% | 0.21% | -7.6% |
| Q4 2017 | $289,000 | +5.5% | 3,375 | 0.0% | 0.22% | -1.3% |
| Q3 2017 | $274,000 | -4.5% | 3,375 | -8.0% | 0.23% | -19.2% |
| Q2 2017 | $287,000 | -36.6% | 3,670 | -37.1% | 0.28% | -39.0% |
| Q1 2017 | $453,000 | +9.4% | 5,832 | +6.8% | 0.46% | -1.5% |
| Q4 2016 | $414,000 | – | 5,462 | – | 0.47% | – |
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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% |