VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,425 | +0.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,385 | -2.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,575 | +8.2% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -30.0% | 70 | -22.2% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +133.3% | 90 | +125.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | -98.5% | 40 | -98.6% | 0.00% | -97.6% |
| Q1 2020 | $204,000 | +5000.0% | 2,890 | +7125.0% | 0.04% | +4000.0% |
| Q4 2019 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | -62.5% | 40 | -58.8% | 0.00% | -50.0% |
| Q1 2019 | $8,000 | 0.0% | 97 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $8,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 97 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $8,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 97 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $8,000 | – | 97 | – | 0.00% | – |
Download | ||||||
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% |