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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,732 | -4.5% | 3,714 | -2.0% | 0.40% | +0.5% |
| Q2 2023 | $402,000 | +3.9% | 3,789 | +3.4% | 0.39% | -1.0% |
| Q1 2023 | $387,000 | -1.8% | 3,664 | +0.6% | 0.40% | -12.1% |
| Q4 2022 | $394,000 | +8.5% | 3,643 | -4.8% | 0.45% | -17.2% |
| Q3 2022 | $363,000 | -4.5% | 3,827 | +2.5% | 0.55% | -3.5% |
| Q2 2022 | $380,000 | -63.6% | 3,733 | -59.9% | 0.57% | -55.4% |
| Q4 2021 | $1,044,000 | -82.4% | 9,311 | -83.5% | 1.27% | -46.2% |
| Q2 2021 | $5,922,000 | +7.4% | 56,521 | +3.6% | 2.36% | -18.3% |
| Q1 2021 | $5,514,000 | +7.6% | 54,549 | -2.6% | 2.89% | -4.5% |
| Q4 2020 | $5,126,000 | +7.4% | 56,019 | -5.0% | 3.03% | -13.6% |
| Q3 2020 | $4,774,000 | -9.1% | 58,993 | -11.5% | 3.50% | -26.9% |
| Q2 2020 | $5,251,000 | +6.3% | 66,659 | -4.5% | 4.79% | -13.4% |
| Q1 2020 | $4,938,000 | -22.1% | 69,801 | +3.2% | 5.53% | +3.3% |
| Q4 2019 | $6,340,000 | – | 67,659 | – | 5.36% | – |
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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% |