VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,401,597 | -2.6% | 81,316 | -0.0% | 0.17% | -1.7% |
| Q2 2023 | $8,628,491 | +0.6% | 81,347 | +0.1% | 0.17% | -12.6% |
| Q1 2023 | $8,577,688 | -2.5% | 81,305 | +0.0% | 0.20% | -19.1% |
| Q4 2022 | $8,796,507 | +16.9% | 81,291 | +2.5% | 0.25% | +18.8% |
| Q3 2022 | $7,525,000 | -9.0% | 79,308 | -2.5% | 0.21% | -17.5% |
| Q2 2022 | $8,270,000 | -16.0% | 81,319 | -7.2% | 0.25% | +7.3% |
| Q1 2022 | $9,840,000 | +0.2% | 87,663 | +0.1% | 0.23% | +3.1% |
| Q4 2021 | $9,820,000 | +7.6% | 87,589 | -0.8% | 0.23% | -6.2% |
| Q3 2021 | $9,129,000 | +0.4% | 88,328 | +1.8% | 0.24% | -9.4% |
| Q2 2021 | $9,093,000 | +623.4% | 86,788 | +598.2% | 0.27% | +413.5% |
| Q1 2021 | $1,257,000 | +22.9% | 12,430 | +11.1% | 0.05% | +15.6% |
| Q4 2020 | $1,023,000 | +9.5% | 11,184 | -3.1% | 0.04% | -10.0% |
| Q3 2020 | $934,000 | -46.7% | 11,538 | -48.1% | 0.05% | -56.1% |
| Q2 2020 | $1,752,000 | +3.0% | 22,245 | -7.5% | 0.11% | -16.8% |
| Q1 2020 | $1,701,000 | -12.9% | 24,037 | +15.4% | 0.14% | -19.9% |
| Q4 2019 | $1,952,000 | – | 20,829 | – | 0.17% | – |
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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% |