VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,529,806 | -34.1% | 24,485 | -32.4% | 0.13% | -31.4% |
| Q2 2023 | $3,840,485 | +49.3% | 36,207 | +48.5% | 0.18% | +17.1% |
| Q1 2023 | $2,571,985 | -11.2% | 24,379 | -9.0% | 0.16% | -23.3% |
| Q4 2022 | $2,897,647 | +11.6% | 26,778 | -2.2% | 0.21% | -3.7% |
| Q3 2022 | $2,597,000 | -2.7% | 27,370 | +4.3% | 0.21% | -3.6% |
| Q2 2022 | $2,670,000 | +1.4% | 26,252 | +11.9% | 0.22% | +18.7% |
| Q1 2022 | $2,634,000 | -8.7% | 23,468 | -8.8% | 0.19% | -13.0% |
| Q4 2021 | $2,884,000 | +31.3% | 25,728 | +21.1% | 0.22% | -28.6% |
| Q3 2021 | $2,196,000 | +54.5% | 21,244 | +56.6% | 0.30% | +18.5% |
| Q2 2021 | $1,421,000 | +9.1% | 13,567 | +5.4% | 0.25% | +0.8% |
| Q1 2021 | $1,302,000 | – | 12,876 | – | 0.25% | – |
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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% |