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 | $380,403 | -2.3% | 3,682 | +0.3% | 0.24% | +0.4% |
| Q2 2023 | $389,407 | +0.9% | 3,671 | +0.3% | 0.24% | +1.2% |
| Q1 2023 | $386,066 | -2.2% | 3,659 | +0.3% | 0.24% | -3.2% |
| Q4 2022 | $394,907 | +14.5% | 3,649 | +0.3% | 0.25% | +3.3% |
| Q3 2022 | $345,000 | -6.5% | 3,637 | +0.3% | 0.24% | +0.4% |
| Q2 2022 | $369,000 | -9.1% | 3,626 | +0.3% | 0.24% | +9.6% |
| Q1 2022 | $406,000 | +0.5% | 3,615 | +0.2% | 0.22% | +1.4% |
| Q4 2021 | $404,000 | +8.6% | 3,607 | +0.3% | 0.22% | 0.0% |
| Q3 2021 | $372,000 | -1.1% | 3,596 | +0.3% | 0.22% | +2.4% |
| Q2 2021 | $376,000 | +3.9% | 3,586 | +0.3% | 0.21% | -0.5% |
| Q1 2021 | $362,000 | +10.7% | 3,577 | +0.3% | 0.21% | -3.2% |
| Q4 2020 | $327,000 | +13.5% | 3,568 | +0.3% | 0.22% | +3.3% |
| Q3 2020 | $288,000 | +3.2% | 3,557 | +0.3% | 0.21% | +2.4% |
| Q2 2020 | $279,000 | +11.6% | 3,545 | +0.4% | 0.21% | -6.8% |
| Q1 2020 | $250,000 | -24.5% | 3,531 | 0.0% | 0.22% | +0.5% |
| Q4 2019 | $331,000 | +3.8% | 3,531 | -1.8% | 0.22% | -2.7% |
| Q3 2019 | $319,000 | -1.2% | 3,595 | -2.7% | 0.23% | -1.7% |
| Q2 2019 | $323,000 | -18.8% | 3,693 | -20.5% | 0.23% | -15.8% |
| Q1 2019 | $398,000 | +10.2% | 4,644 | +0.3% | 0.27% | -1.1% |
| Q4 2018 | $361,000 | -12.4% | 4,632 | -2.1% | 0.28% | -5.2% |
| Q3 2018 | $412,000 | +4.8% | 4,732 | 0.0% | 0.29% | -1.0% |
| Q2 2018 | $393,000 | +1.3% | 4,732 | +0.5% | 0.29% | -2.3% |
| Q1 2018 | $388,000 | -3.7% | 4,708 | 0.0% | 0.30% | +0.3% |
| Q4 2017 | $403,000 | – | 4,708 | – | 0.30% | – |
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% |