VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190,068 | -7.3% | 1,839 | -4.9% | 0.13% | -0.8% |
| Q2 2023 | $205,117 | +0.6% | 1,933 | +0.1% | 0.13% | -6.5% |
| Q1 2023 | $203,919 | -1.8% | 1,932 | 0.0% | 0.14% | -14.3% |
| Q4 2022 | $207,732 | +5.4% | 1,932 | -4.9% | 0.16% | +5.2% |
| Q3 2022 | $197,000 | -4.8% | 2,031 | +0.0% | 0.15% | +2.0% |
| Q2 2022 | $207,000 | -10.0% | 2,030 | +0.0% | 0.15% | +6.4% |
| Q1 2022 | $230,000 | -15.4% | 2,029 | -16.4% | 0.14% | -11.9% |
| Q4 2021 | $272,000 | +9.7% | 2,428 | +1.9% | 0.16% | +5.3% |
| Q3 2021 | $248,000 | -0.8% | 2,383 | +0.0% | 0.15% | -0.7% |
| Q2 2021 | $250,000 | +20.2% | 2,382 | +16.1% | 0.15% | +18.6% |
| Q1 2021 | $208,000 | +7.8% | 2,051 | 0.0% | 0.13% | +9.3% |
| Q4 2020 | $193,000 | -1.5% | 2,051 | -15.4% | 0.12% | -13.9% |
| Q3 2020 | $196,000 | +2.6% | 2,425 | 0.0% | 0.14% | -30.1% |
| Q2 2020 | $191,000 | +1.1% | 2,425 | 0.0% | 0.20% | 0.0% |
| Q1 2020 | $189,000 | -16.7% | 2,425 | 0.0% | 0.20% | +12.0% |
| Q4 2019 | $227,000 | – | 2,425 | – | 0.18% | – |
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% |