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 | $280,307 | -2.6% | 2,713 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $287,768 | +0.5% | 2,713 | 0.0% | 0.12% | -6.8% |
| Q1 2023 | $286,222 | -2.5% | 2,713 | 0.0% | 0.13% | -13.7% |
| Q4 2022 | $293,574 | +14.2% | 2,713 | 0.0% | 0.15% | +2.0% |
| Q3 2022 | $257,000 | -6.9% | 2,713 | 0.0% | 0.15% | -5.7% |
| Q2 2022 | $276,000 | -9.5% | 2,713 | 0.0% | 0.16% | -15.0% |
| Q1 2022 | $305,000 | +23.5% | 2,713 | 0.0% | 0.19% | -3.6% |
| Q4 2021 | $247,000 | -11.8% | 2,713 | 0.0% | 0.19% | +16.9% |
| Q3 2021 | $280,000 | -1.4% | 2,713 | 0.0% | 0.17% | -11.2% |
| Q2 2021 | $284,000 | +3.6% | 2,713 | 0.0% | 0.19% | -5.6% |
| Q1 2021 | $274,000 | +10.5% | 2,713 | 0.0% | 0.20% | +1.5% |
| Q4 2020 | $248,000 | +6.9% | 2,713 | -5.3% | 0.20% | -8.5% |
| Q3 2020 | $232,000 | +2.2% | 2,865 | 0.0% | 0.21% | -2.7% |
| Q2 2020 | $227,000 | +5.1% | 2,865 | 0.0% | 0.22% | -5.2% |
| Q1 2020 | $216,000 | -19.4% | 2,865 | 0.0% | 0.23% | -11.8% |
| Q4 2019 | $268,000 | +6.8% | 2,865 | 0.0% | 0.26% | -1.9% |
| Q3 2019 | $251,000 | -1.2% | 2,865 | 0.0% | 0.27% | 0.0% |
| Q2 2019 | $254,000 | +1.2% | 2,865 | 0.0% | 0.27% | -0.7% |
| Q1 2019 | $251,000 | +7.7% | 2,865 | 0.0% | 0.27% | -4.3% |
| Q4 2018 | $233,000 | – | 2,865 | – | 0.28% | – |
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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% |