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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $649,260 | +14.1% | 6,000 | 0.0% | 0.54% | +11.5% |
| Q3 2022 | $569,000 | -6.3% | 6,000 | 0.0% | 0.48% | -1.6% |
| Q2 2022 | $607,000 | -9.9% | 6,000 | 0.0% | 0.49% | +21.4% |
| Q1 2022 | $674,000 | +0.1% | 6,000 | 0.0% | 0.40% | +11.7% |
| Q4 2021 | $673,000 | +8.5% | 6,000 | 0.0% | 0.36% | -2.7% |
| Q3 2021 | $620,000 | -1.4% | 6,000 | 0.0% | 0.37% | -1.1% |
| Q2 2021 | $629,000 | -11.3% | 6,000 | -14.3% | 0.37% | -18.2% |
| Q1 2021 | $709,000 | -13.7% | 7,000 | -22.2% | 0.46% | -21.7% |
| Q4 2020 | $822,000 | +12.9% | 9,000 | 0.0% | 0.58% | -20.0% |
| Q3 2020 | $728,000 | +105.6% | 9,000 | +80.0% | 0.73% | +75.1% |
| Q1 2020 | $354,000 | -24.5% | 5,000 | 0.0% | 0.42% | -5.0% |
| Q4 2019 | $469,000 | – | 5,000 | – | 0.44% | – |
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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% |