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 | $262,536 | -2.6% | 2,541 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $269,524 | +0.5% | 2,541 | 0.0% | 0.14% | -11.8% |
| Q1 2023 | $268,075 | +97381.8% | 2,541 | 0.0% | 0.16% | -18.3% |
| Q4 2022 | $275 | -99.9% | 2,541 | -1.1% | 0.20% | +6.5% |
| Q3 2022 | $244,000 | -6.5% | 2,568 | 0.0% | 0.18% | +1.1% |
| Q2 2022 | $261,000 | -9.4% | 2,568 | 0.0% | 0.18% | +10.2% |
| Q1 2022 | $288,000 | 0.0% | 2,568 | 0.0% | 0.17% | +7.1% |
| Q4 2021 | $288,000 | +8.7% | 2,568 | 0.0% | 0.16% | +2.6% |
| Q3 2021 | $265,000 | -1.5% | 2,568 | 0.0% | 0.15% | -0.7% |
| Q2 2021 | $269,000 | +3.5% | 2,568 | 0.0% | 0.15% | -7.3% |
| Q1 2021 | $260,000 | +10.6% | 2,568 | 0.0% | 0.16% | +11.6% |
| Q4 2020 | $235,000 | +3.1% | 2,568 | -8.9% | 0.15% | -10.9% |
| Q3 2020 | $228,000 | -41.7% | 2,818 | -43.3% | 0.16% | -38.4% |
| Q2 2020 | $391,000 | -57.5% | 4,969 | -55.0% | 0.27% | -31.1% |
| Q1 2020 | $919,000 | +61.8% | 11,038 | +81.9% | 0.39% | -19.5% |
| Q4 2019 | $568,000 | – | 6,069 | – | 0.48% | – |
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% |