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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,327 | -76.7% | 1,983 | -77.4% | 0.05% | -72.2% |
| Q1 2023 | $903,811 | +721.6% | 8,755 | +722.8% | 0.19% | +379.5% |
| Q3 2021 | $110,000 | -1.8% | 1,064 | -0.7% | 0.04% | -11.4% |
| Q2 2021 | $112,000 | +12.0% | 1,071 | -2.3% | 0.04% | -10.2% |
| Q1 2021 | $100,000 | 0.0% | 1,096 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $100,000 | 0.0% | 1,096 | -11.6% | 0.05% | -16.9% |
| Q3 2020 | $100,000 | -8.3% | 1,240 | -10.7% | 0.06% | -23.4% |
| Q2 2020 | $109,000 | +14.7% | 1,388 | +3.5% | 0.08% | -7.2% |
| Q1 2020 | $95,000 | -50.3% | 1,341 | -34.3% | 0.08% | -45.0% |
| Q4 2019 | $191,000 | +6.1% | 2,041 | +0.6% | 0.15% | -11.2% |
| Q3 2019 | $180,000 | +27.7% | 2,029 | +25.4% | 0.17% | +37.1% |
| Q2 2019 | $141,000 | +7.6% | 1,618 | +5.4% | 0.12% | +25.3% |
| Q1 2019 | $131,000 | +19.1% | 1,535 | +8.8% | 0.10% | +20.7% |
| Q4 2018 | $110,000 | – | 1,411 | – | 0.08% | – |
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% |