VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,063,162 | -12.4% | 39,326 | -10.1% | 1.06% | -9.4% |
| Q2 2023 | $4,637,699 | +3.0% | 43,723 | +2.4% | 1.17% | +0.1% |
| Q1 2023 | $4,504,112 | +1.3% | 42,693 | +3.9% | 1.17% | -2.7% |
| Q4 2022 | $4,447,647 | +19.4% | 41,102 | +4.7% | 1.20% | +5.4% |
| Q3 2022 | $3,724,000 | -0.5% | 39,246 | +6.7% | 1.14% | +1.4% |
| Q2 2022 | $3,741,000 | -1.4% | 36,780 | +8.8% | 1.12% | +4.9% |
| Q1 2022 | $3,795,000 | +13.0% | 33,808 | +12.9% | 1.07% | +5.4% |
| Q4 2021 | $3,358,000 | +24.6% | 29,956 | +14.9% | 1.02% | +11.9% |
| Q3 2021 | $2,694,000 | +11.0% | 26,068 | +12.5% | 0.91% | +8.2% |
| Q2 2021 | $2,428,000 | +24.5% | 23,179 | +20.2% | 0.84% | +14.3% |
| Q1 2021 | $1,950,000 | +43.9% | 19,290 | +30.3% | 0.74% | +37.9% |
| Q4 2020 | $1,355,000 | +20.2% | 14,803 | +6.3% | 0.53% | -2.6% |
| Q3 2020 | $1,127,000 | +3.0% | 13,931 | +0.3% | 0.55% | -0.4% |
| Q2 2020 | $1,094,000 | +64.0% | 13,885 | +47.4% | 0.55% | +32.0% |
| Q1 2020 | $667,000 | +91.7% | 9,422 | +153.9% | 0.42% | +158.4% |
| Q4 2019 | $348,000 | +150.4% | 3,711 | +137.0% | 0.16% | +130.0% |
| Q3 2019 | $139,000 | +286.1% | 1,566 | +282.0% | 0.07% | +268.4% |
| Q2 2019 | $36,000 | – | 410 | – | 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% |