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 | $3,552,658 | +99136.3% | 34,385 | +1.9% | 1.41% | +4.7% |
| Q2 2023 | $3,580 | +17.2% | 33,748 | +16.5% | 1.35% | +12.7% |
| Q1 2023 | $3,055 | +20.6% | 28,956 | +23.7% | 1.19% | +16.6% |
| Q4 2022 | $2,534 | -99.9% | 23,415 | -10.3% | 1.02% | -12.6% |
| Q3 2022 | $2,475,000 | -7.2% | 26,095 | -0.5% | 1.17% | -5.8% |
| Q2 2022 | $2,666,000 | -10.1% | 26,225 | -0.7% | 1.24% | +3.5% |
| Q1 2022 | $2,965,000 | +0.7% | 26,418 | +0.6% | 1.20% | +7.3% |
| Q4 2021 | $2,943,000 | +2.8% | 26,253 | -5.3% | 1.12% | +3.3% |
| Q3 2021 | $2,864,000 | -1.7% | 27,713 | -0.3% | 1.08% | -3.6% |
| Q2 2021 | $2,914,000 | +4.6% | 27,810 | +0.8% | 1.12% | -3.9% |
| Q1 2021 | $2,787,000 | +29.1% | 27,579 | +17.0% | 1.17% | +29.5% |
| Q4 2020 | $2,158,000 | +12.5% | 23,577 | -0.6% | 0.90% | -11.1% |
| Q3 2020 | $1,919,000 | +7.1% | 23,713 | +4.2% | 1.02% | -36.0% |
| Q2 2020 | $1,792,000 | – | 22,752 | – | 1.59% | – |
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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% |