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 | $5,863,095 | +0.9% | 56,747 | +3.5% | 2.94% | +3.9% |
Q2 2023 | $5,813,489 | +3.0% | 54,808 | +2.4% | 2.83% | -4.3% |
Q1 2023 | $5,644,523 | +23.9% | 53,503 | +27.0% | 2.96% | -4.8% |
Q4 2022 | $4,557,537 | +12.0% | 42,118 | -1.8% | 3.10% | +9.2% |
Q3 2022 | $4,071,000 | -5.6% | 42,907 | +1.2% | 2.84% | -4.3% |
Q2 2022 | $4,314,000 | -51.3% | 42,415 | -46.2% | 2.97% | -43.6% |
Q1 2022 | $8,852,000 | +26.3% | 78,864 | +26.1% | 5.27% | +29.6% |
Q4 2021 | $7,009,000 | +7.6% | 62,522 | -0.8% | 4.06% | +1.2% |
Q3 2021 | $6,511,000 | -14.6% | 63,003 | -13.4% | 4.01% | -19.0% |
Q2 2021 | $7,620,000 | +5.6% | 72,735 | +1.8% | 4.96% | -1.0% |
Q1 2021 | $7,219,000 | +11.6% | 71,415 | +1.0% | 5.01% | +1.9% |
Q4 2020 | $6,470,000 | +16.2% | 70,705 | +2.8% | 4.92% | +8.9% |
Q3 2020 | $5,566,000 | +6.7% | 68,779 | +3.9% | 4.51% | +3.4% |
Q2 2020 | $5,216,000 | +7.4% | 66,206 | -3.5% | 4.37% | -1.6% |
Q1 2020 | $4,855,000 | -24.0% | 68,615 | +0.7% | 4.44% | -3.7% |
Q4 2019 | $6,387,000 | – | 68,161 | – | 4.61% | – |
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% |