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 | $8,364 | +2.0% | 80,953 | +4.7% | 1.33% | +5.5% |
| Q2 2023 | $8,202 | +2.1% | 77,322 | +1.5% | 1.26% | -7.6% |
| Q1 2023 | $8,033 | -99.9% | 76,142 | +3.2% | 1.36% | -5.3% |
| Q4 2022 | $7,982,770 | +29.8% | 73,771 | +13.8% | 1.44% | +23.9% |
| Q3 2022 | $6,148,000 | -7.5% | 64,800 | -0.8% | 1.16% | +5.1% |
| Q2 2022 | $6,646,000 | -6.0% | 65,334 | +3.7% | 1.11% | +11.6% |
| Q1 2022 | $7,073,000 | +5.3% | 63,010 | +5.2% | 0.99% | +9.5% |
| Q4 2021 | $6,717,000 | +37.9% | 59,914 | +27.1% | 0.90% | +24.5% |
| Q3 2021 | $4,872,000 | +5.0% | 47,144 | +6.5% | 0.73% | +4.3% |
| Q2 2021 | $4,640,000 | +24.9% | 44,286 | +20.6% | 0.70% | +13.5% |
| Q1 2021 | $3,714,000 | +43.6% | 36,736 | +29.9% | 0.61% | +32.6% |
| Q4 2020 | $2,587,000 | +29.0% | 28,275 | +14.1% | 0.46% | +8.7% |
| Q3 2020 | $2,005,000 | -6.0% | 24,775 | -8.5% | 0.43% | -12.3% |
| Q2 2020 | $2,132,000 | -50.3% | 27,064 | -55.4% | 0.49% | -57.4% |
| Q1 2020 | $4,292,000 | -50.3% | 60,658 | -34.2% | 1.14% | -37.9% |
| Q4 2019 | $8,641,000 | -7.9% | 92,208 | -12.8% | 1.84% | -15.4% |
| Q3 2019 | $9,383,000 | +8.6% | 105,746 | +7.0% | 2.17% | +2.6% |
| Q2 2019 | $8,637,000 | +2.2% | 98,841 | +0.2% | 2.12% | -12.8% |
| Q1 2019 | $8,451,000 | +29.7% | 98,660 | +18.0% | 2.43% | +13.5% |
| Q4 2018 | $6,518,000 | +73.2% | 83,580 | +94.9% | 2.14% | +93.0% |
| Q3 2018 | $3,763,000 | +8.1% | 42,880 | +2.3% | 1.11% | +1.6% |
| Q2 2018 | $3,480,000 | -6.7% | 41,903 | -7.3% | 1.09% | -9.7% |
| Q1 2018 | $3,730,000 | -1.7% | 45,221 | +2.0% | 1.21% | -6.6% |
| Q4 2017 | $3,796,000 | +20.3% | 44,326 | +13.9% | 1.29% | +10.4% |
| Q3 2017 | $3,156,000 | +8.4% | 38,926 | +4.5% | 1.17% | +1.0% |
| Q2 2017 | $2,912,000 | +5.7% | 37,260 | +5.0% | 1.16% | +3.0% |
| Q1 2017 | $2,756,000 | +20.7% | 35,495 | +17.8% | 1.13% | +5.2% |
| Q4 2016 | $2,283,000 | – | 30,130 | – | 1.07% | – |
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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% |