VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,906 | -2.6% | 1,538 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $163,136 | -18.4% | 1,538 | -18.9% | 0.06% | -23.3% |
| Q1 2023 | $200,028 | +97474.6% | 1,896 | 0.0% | 0.07% | -7.6% |
| Q4 2022 | $205 | -99.9% | 1,896 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $180,000 | -6.7% | 1,896 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $193,000 | -9.4% | 1,896 | 0.0% | 0.08% | +6.8% |
| Q1 2022 | $213,000 | 0.0% | 1,896 | 0.0% | 0.07% | -1.3% |
| Q4 2021 | $213,000 | +8.7% | 1,896 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $196,000 | -1.5% | 1,896 | 0.0% | 0.08% | -14.3% |
| Q2 2021 | $199,000 | +3.6% | 1,896 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $192,000 | +10.3% | 1,896 | 0.0% | 0.09% | -13.1% |
| Q4 2020 | $174,000 | +159.7% | 1,896 | +130.7% | 0.11% | +127.7% |
| Q3 2020 | $67,000 | +3.1% | 822 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $65,000 | +12.1% | 822 | 0.0% | 0.05% | -4.0% |
| Q1 2020 | $58,000 | -24.7% | 822 | 0.0% | 0.05% | -5.7% |
| Q4 2019 | $77,000 | +2.7% | 822 | -3.3% | 0.05% | +23.3% |
| Q3 2019 | $75,000 | +1.4% | 850 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $74,000 | +1.4% | 850 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $73,000 | +10.6% | 850 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $66,000 | -18.5% | 850 | -18.3% | 0.04% | -28.1% |
| Q1 2017 | $81,000 | – | 1,040 | – | 0.06% | – |
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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% |