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 | $393 | +0.5% | 3,802 | +3.2% | 0.28% | +4.2% |
| Q2 2023 | $391 | -25.5% | 3,684 | -26.0% | 0.26% | -24.9% |
| Q1 2023 | $525 | -1.9% | 4,978 | +0.7% | 0.35% | -5.1% |
| Q4 2022 | $535 | -99.9% | 4,943 | +1.7% | 0.37% | +6.0% |
| Q3 2022 | $461,000 | -3.2% | 4,858 | +3.8% | 0.35% | +0.3% |
| Q2 2022 | $476,000 | +38.4% | 4,680 | +52.6% | 0.35% | +89.2% |
| Q1 2022 | $344,000 | +0.6% | 3,067 | +0.5% | 0.18% | +6.3% |
| Q4 2021 | $342,000 | +6.5% | 3,052 | -1.6% | 0.17% | -2.2% |
| Q3 2021 | $321,000 | +18.5% | 3,103 | +19.9% | 0.18% | +29.9% |
| Q2 2021 | $271,000 | +10.6% | 2,589 | +6.7% | 0.14% | +2.2% |
| Q1 2021 | $245,000 | -6.5% | 2,426 | -15.4% | 0.13% | -10.1% |
| Q4 2020 | $262,000 | +70.1% | 2,867 | +50.7% | 0.15% | +49.0% |
| Q3 2020 | $154,000 | +3.4% | 1,903 | +0.9% | 0.10% | -8.3% |
| Q2 2020 | $149,000 | -82.1% | 1,886 | -84.0% | 0.11% | -85.5% |
| Q1 2020 | $832,000 | -32.4% | 11,766 | -10.4% | 0.75% | -19.4% |
| Q4 2019 | $1,231,000 | +6.3% | 13,133 | +0.7% | 0.93% | -2.5% |
| Q3 2019 | $1,158,000 | -4.3% | 13,046 | -5.8% | 0.96% | -7.4% |
| Q2 2019 | $1,210,000 | -5.5% | 13,842 | -7.4% | 1.03% | -9.2% |
| Q1 2019 | $1,280,000 | +9.5% | 14,946 | -0.3% | 1.14% | -6.0% |
| Q4 2018 | $1,169,000 | -9.7% | 14,992 | +0.9% | 1.21% | +6.8% |
| Q3 2018 | $1,294,000 | -3.2% | 14,861 | -7.7% | 1.13% | -10.3% |
| Q2 2018 | $1,337,000 | +1.1% | 16,099 | +0.4% | 1.26% | -4.6% |
| Q1 2018 | $1,323,000 | -13.5% | 16,041 | -10.2% | 1.32% | -6.2% |
| Q4 2017 | $1,530,000 | – | 17,870 | – | 1.41% | – |
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% |