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 | $28,723 | +98944.8% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29 | 0.0% | 278 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $29 | -3.3% | 278 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $30 | -99.9% | 278 | 0.0% | 0.02% | +15.4% |
| Q3 2022 | $26,000 | -7.1% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $28,000 | -9.7% | 278 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $31,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 278 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $28,000 | +12.0% | 278 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $25,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $22,000 | 0.0% | 278 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $22,000 | -15.4% | 278 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $26,000 | +4.0% | 278 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $25,000 | +4.2% | 278 | 0.0% | 0.02% | +5.9% |
| Q2 2019 | $24,000 | 0.0% | 278 | 0.0% | 0.02% | -10.5% |
| Q1 2019 | $24,000 | +9.1% | 278 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | -12.0% | 278 | -9.2% | 0.02% | +5.6% |
| Q3 2018 | $25,000 | -3.8% | 306 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $26,000 | +4.0% | 306 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $25,000 | -13.8% | 306 | -8.7% | 0.02% | -21.7% |
| Q4 2017 | $29,000 | – | 335 | – | 0.02% | – |
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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% |