VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,800,997 | -9.5% | 17,431 | -7.1% | 0.14% | -24.2% |
| Q2 2023 | $1,990,443 | +4.7% | 18,765 | +4.1% | 0.18% | +50.4% |
| Q1 2023 | $1,900,851 | -13.4% | 18,018 | -11.2% | 0.12% | -45.0% |
| Q4 2022 | $2,194,583 | +79.4% | 20,281 | +57.2% | 0.22% | +368.1% |
| Q3 2022 | $1,223,000 | +5.0% | 12,899 | +12.6% | 0.05% | -70.8% |
| Q2 2022 | $1,165,000 | -15.0% | 11,459 | -6.1% | 0.16% | +9.5% |
| Q1 2022 | $1,370,000 | +3.6% | 12,207 | +3.4% | 0.15% | +7.3% |
| Q4 2021 | $1,323,000 | +3.5% | 11,805 | +0.2% | 0.14% | -15.4% |
| Q3 2021 | $1,278,000 | -8.2% | 11,782 | -11.3% | 0.16% | -16.9% |
| Q2 2021 | $1,392,000 | +31.4% | 13,290 | +26.8% | 0.20% | +7.1% |
| Q1 2021 | $1,059,000 | +33.0% | 10,481 | +20.5% | 0.18% | +11.0% |
| Q4 2020 | $796,000 | +115.1% | 8,700 | +90.3% | 0.16% | +86.4% |
| Q3 2020 | $370,000 | +14.6% | 4,571 | +11.4% | 0.09% | +4.8% |
| Q2 2020 | $323,000 | +8.8% | 4,102 | -2.6% | 0.08% | -16.8% |
| Q1 2020 | $297,000 | -24.6% | 4,211 | +0.0% | 0.10% | -1.9% |
| Q4 2019 | $394,000 | -2.7% | 4,210 | -7.7% | 0.10% | -11.2% |
| Q3 2019 | $405,000 | +55.2% | 4,563 | +52.8% | 0.12% | +38.1% |
| Q2 2019 | $261,000 | +2.4% | 2,987 | +0.0% | 0.08% | +1.2% |
| Q1 2019 | $255,000 | +9.9% | 2,986 | +0.0% | 0.08% | -16.2% |
| Q4 2018 | $232,000 | +3.1% | 2,985 | +15.3% | 0.10% | -5.7% |
| Q3 2018 | $225,000 | +120.6% | 2,588 | +108.4% | 0.10% | +123.4% |
| Q1 2018 | $102,000 | -12.8% | 1,242 | -9.5% | 0.05% | -13.0% |
| Q4 2017 | $117,000 | – | 1,372 | – | 0.05% | – |
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% |