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 | $10,389,267 | -18.7% | 100,554 | -16.5% | 0.04% | +150.0% |
| Q2 2023 | $12,780,077 | +2.5% | 120,487 | +1.9% | 0.02% | -93.6% |
| Q1 2023 | $12,471,941 | -4.0% | 118,216 | -6.0% | 0.25% | +52.4% |
| Q4 2022 | $12,990,823 | +27.1% | 125,827 | +16.8% | 0.16% | +27.1% |
| Q3 2022 | $10,219,000 | -1.9% | 107,703 | +3.1% | 0.13% | +0.8% |
| Q2 2022 | $10,413,000 | -9.8% | 104,478 | +1.6% | 0.13% | +6.7% |
| Q1 2022 | $11,547,000 | +0.3% | 102,861 | +0.2% | 0.12% | +8.1% |
| Q4 2021 | $11,513,000 | +71.2% | 102,696 | +57.9% | 0.11% | +23.3% |
| Q3 2021 | $6,723,000 | -0.1% | 65,043 | +1.3% | 0.09% | -5.3% |
| Q2 2021 | $6,727,000 | -19.8% | 64,202 | -22.7% | 0.10% | -28.6% |
| Q1 2021 | $8,393,000 | +12.5% | 83,026 | +1.9% | 0.13% | +9.9% |
| Q4 2020 | $7,458,000 | +18.9% | 81,500 | +5.2% | 0.12% | +3.4% |
| Q3 2020 | $6,273,000 | -15.7% | 77,508 | -17.9% | 0.12% | -28.2% |
| Q2 2020 | $7,440,000 | +618.8% | 94,446 | +545.9% | 0.16% | +425.8% |
| Q1 2020 | $1,035,000 | +14.6% | 14,622 | +51.7% | 0.03% | +29.2% |
| Q4 2019 | $903,000 | +8.3% | 9,639 | +2.5% | 0.02% | -7.7% |
| Q3 2019 | $834,000 | +36.3% | 9,403 | +34.2% | 0.03% | +36.8% |
| Q2 2019 | $612,000 | -11.6% | 7,008 | -13.3% | 0.02% | -29.6% |
| Q1 2019 | $692,000 | +40.4% | 8,081 | +27.7% | 0.03% | -6.9% |
| Q4 2018 | $493,000 | – | 6,326 | – | 0.03% | – |
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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% |