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 | $958,396 | -2.6% | 9,276 | 0.0% | 0.34% | +0.9% |
| Q2 2023 | $983,905 | -9.2% | 9,276 | -9.7% | 0.33% | -9.0% |
| Q1 2023 | $1,084,118 | -2.5% | 10,276 | 0.0% | 0.36% | -12.3% |
| Q4 2022 | $1,111,966 | +14.0% | 10,276 | 0.0% | 0.42% | +1.7% |
| Q3 2022 | $975,000 | -6.7% | 10,276 | 0.0% | 0.41% | +4.1% |
| Q2 2022 | $1,045,000 | -9.4% | 10,276 | 0.0% | 0.39% | +10.4% |
| Q1 2022 | $1,153,000 | +0.1% | 10,276 | 0.0% | 0.36% | -4.3% |
| Q4 2021 | $1,152,000 | +8.5% | 10,276 | 0.0% | 0.37% | +3.6% |
| Q3 2021 | $1,062,000 | -1.4% | 10,276 | 0.0% | 0.36% | +4.7% |
| Q2 2021 | $1,077,000 | +4.2% | 10,276 | +0.5% | 0.34% | -5.2% |
| Q1 2021 | $1,034,000 | +10.5% | 10,226 | 0.0% | 0.36% | -2.4% |
| Q4 2020 | $936,000 | +13.0% | 10,226 | 0.0% | 0.37% | -12.7% |
| Q3 2020 | $828,000 | +2.6% | 10,226 | -0.2% | 0.42% | -2.1% |
| Q2 2020 | $807,000 | +11.6% | 10,250 | +0.2% | 0.43% | -18.1% |
| Q1 2020 | $723,000 | +163.9% | 10,226 | +249.5% | 0.53% | +196.1% |
| Q4 2019 | $274,000 | +5.4% | 2,926 | 0.0% | 0.18% | -6.3% |
| Q3 2019 | $260,000 | +1.6% | 2,926 | 0.0% | 0.19% | +11.0% |
| Q2 2019 | $256,000 | +2.0% | 2,926 | 0.0% | 0.17% | -6.0% |
| Q1 2019 | $251,000 | +10.1% | 2,926 | 0.0% | 0.18% | -16.8% |
| Q4 2018 | $228,000 | -10.6% | 2,926 | 0.0% | 0.22% | +21.5% |
| Q3 2018 | $255,000 | +8.5% | 2,926 | +3.5% | 0.18% | -12.1% |
| Q2 2018 | $235,000 | -2.5% | 2,826 | -3.4% | 0.21% | +5.6% |
| Q1 2018 | $241,000 | -4.0% | 2,926 | 0.0% | 0.20% | -8.5% |
| Q4 2017 | $251,000 | – | 2,926 | – | 0.21% | – |
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% |