VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,325 | -7.4% | 6,875 | -4.9% | 0.41% | -2.6% |
| Q2 2023 | $766,886 | -3.9% | 7,230 | -4.4% | 0.42% | -8.7% |
| Q1 2023 | $797,897 | +2.9% | 7,563 | +5.5% | 0.46% | +2.0% |
| Q4 2022 | $775,433 | +52.0% | 7,166 | +33.2% | 0.45% | +48.0% |
| Q3 2022 | $510,000 | -3.2% | 5,380 | +3.9% | 0.30% | +4.8% |
| Q2 2022 | $527,000 | +25.5% | 5,180 | +38.3% | 0.29% | +48.0% |
| Q1 2022 | $420,000 | +4.2% | 3,745 | +4.1% | 0.20% | +7.1% |
| Q4 2021 | $403,000 | +0.8% | 3,599 | -7.1% | 0.18% | -7.1% |
| Q3 2021 | $400,000 | +5.8% | 3,874 | +7.3% | 0.20% | +7.7% |
| Q2 2021 | $378,000 | +3.6% | 3,610 | 0.0% | 0.18% | -1.1% |
| Q1 2021 | $365,000 | +20.5% | 3,610 | +9.1% | 0.18% | +14.9% |
| Q4 2020 | $303,000 | -1.3% | 3,310 | -12.7% | 0.16% | -11.5% |
| Q3 2020 | $307,000 | -28.1% | 3,793 | -30.0% | 0.18% | -34.3% |
| Q2 2020 | $427,000 | -11.2% | 5,418 | -20.3% | 0.28% | -23.3% |
| Q1 2020 | $481,000 | -42.0% | 6,800 | -23.2% | 0.36% | -25.7% |
| Q4 2019 | $830,000 | +5.6% | 8,855 | 0.0% | 0.49% | -2.6% |
| Q3 2019 | $786,000 | +4.5% | 8,855 | +2.9% | 0.50% | -1.0% |
| Q2 2019 | $752,000 | -5.2% | 8,602 | -7.1% | 0.50% | -8.4% |
| Q1 2019 | $793,000 | +3.4% | 9,257 | -5.9% | 0.55% | -4.0% |
| Q4 2018 | $767,000 | -12.6% | 9,837 | -2.4% | 0.57% | -2.9% |
| Q3 2018 | $878,000 | -26.1% | 10,082 | -29.5% | 0.59% | -27.3% |
| Q2 2018 | $1,188,000 | -25.4% | 14,307 | -25.9% | 0.81% | -25.0% |
| Q1 2018 | $1,592,000 | +0.3% | 19,305 | +4.1% | 1.08% | -31.7% |
| Q4 2017 | $1,588,000 | – | 18,545 | – | 1.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 214,605 | $21,694,000 | 16.09% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,478,748 | $856,453,000 | 15.60% |
| ACT WEALTH MANAGEMENT, LLC | 230,803 | $23,332,000 | 15.06% |
| Ally Financial Inc. | 1,550,000 | $156,688,000 | 14.94% |
| Round Rock Advisors, LLC | 176,516 | $17,844,000 | 14.18% |
| Arlington Partners LLC | 362,244 | $36,619,000 | 13.40% |
| HCR Wealth Advisors | 623,855 | $63,066,000 | 12.47% |
| MARINO, STRAM & ASSOCIATES LLC | 302,531 | $30,583,000 | 11.95% |
| Coco Enterprises, LLC | 120,050 | $12,177,000 | 11.39% |
| Iron Horse Wealth Management, LLC | 143,212 | $14,477,000 | 10.84% |